Forum Discussion
Create a model to use with different datasources
You can do what you propose by getting data from an excel sheet, but it might be easier to do the following. Make a table with all the combinations of clients, folder path, etc., along with a function to get the data from each. You can then add a filter step about the step to get the data, you can filter to one or more clients and the folderpath, etc. will be there already. This would allow you to look at data for multiple or all clients at once if needed.
Pat
Thank You! that partially did the trick...
For simple sources (i.e directly pointing to a file or DB) those steps work fine, however now I have another issue, some of my datasources are pointed to a folder and powerquery merges the files inside that folder to create my datasource(all having the same structure). But by doing so it creates some helper queries that each have its own parameters and those are being asked when openning the template (pbit).
I know I can set them not to be required, however by doing so the report still looks for the old file path in order to define those parameters.
Trying to figure out not only how to change my source but algo set those helper queries to get data from the new source instead of asking for it. Does any one have a clue on how to do so ?
And after that the next step would be to input. for instance. a clients name (as a parameter) read from an excel file and set the sources accordingly so for new clients (therefore new reports) or any changes in file path I would simply need to edit an excel sheet with the new filepaths instead of inputing them 1 by 1 for each parameter.... but thats trouble for another time gotta figure out how to manage hose helper queries first, but if anyone already have the aswer for this I would love to know !
You can do what you propose by getting data from an excel sheet, but it might be easier to do the following. Make a table with all the combinations of clients, folder path, etc., along with a function to get the data from each. You can then add a filter step about the step to get the data, you can filter to one or more clients and the folderpath, etc. will be there already. This would allow you to look at data for multiple or all clients at once if needed.
Pat