Changing Data Source

[PowerBINoob24]

Hello,

I've created a PowerBI dashboard and it is based on several spreadsheets on a local drive.  I need to move the spreadsheets to a sharepoint site so I can schedule updates.

How can I do that without destroying all the data tabels and custom column/measures work?

TIA

[rohit1991 · Accepted solution]

Hi @PowerBINoob24 ,

You can switch your data source from local Excel files to SharePoint without breaking your existing model, tables, or measures. Here’s how you can do it safely:

1. Move your Excel files to SharePoint or OneDrive and grab the direct file link (ending with .xlsx).
   
   

2. In Power BI Desktop, go to Transform Data > Data Source Settings.
   
   

3. Select your old local file source, then click Change Source.
   
   

4. Paste the new SharePoint or OneDrive link. If using SharePoint, it’s best to use the SharePoint Folder or Web connector.
   
   

5. In Power Query, check that the sheet or table names match up just like before. If you use SharePoint Folder, be sure to filter for your file by name.
   
   

6. Close & Apply – and you’re done. All relationships, calculated columns, and measures will stay as long as the file structure and column names haven’t changed.
   
   

 If you ever get stuck or don’t see “Change Source”, you can edit the query in Advanced Editor and just swap the file path there. Make sure to back up your PBIX first, just in case.

[PowerBINoob24]

Thank you!