Forum Discussion

AlexeyRusinov's avatar
AlexeyRusinov
Helper II
9 years ago
Solved

Change type of data source

Hello everyone, Our company is thinking of moving from CRM on-premise to CRM online, which means for Power BI completely changing of it's architecture. Is there a way to keep the report design an...
Need Help
  • Anonymous's avatar
    Anonymous
    9 years ago

    Hi AlexeyRusinov,

    As you are using “Connect Live” option to connect to SSAS database, there’s no method to get codes in Advanced Editor or change source to CRM online.

    In your scenario, you would need  to connect to CRM online data source in new Power BI Desktop file and re-create the entire report.


    Thanks,
    Lydia Zhang

AlexeyRusinov's avatar
AlexeyRusinov
Helper II
9 years ago

> Is the table structure going to be the same?  If so, go into the "Edit Queries" area and find each of your tables.  Clicking on each table you can edit the Power Query code by selecting "Advanced Editor".

I will make table structure same, yes. But my source PBIX, which I want to modify, is using live connection to on-premise source. So in Edit Queries section I can only change the data source:

 

Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi AlexeyRusinov,

As you are using “Connect Live” option to connect to SSAS database, there’s no method to get codes in Advanced Editor or change source to CRM online.

In your scenario, you would need  to connect to CRM online data source in new Power BI Desktop file and re-create the entire report.


Thanks,
Lydia Zhang