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Dali748's avatar
Dali748
Icon for Helper II rankHelper II
7 years ago

Edit Queries grayed out - How can I view the source data in Excel and append data to this source?

I still have access to an intern's account who no longer works here.  He created a report in "Service" under his "personal workspace" so there isn't an option to download the *.pbix file.  So I ended...
Need Help
PANDAmonium's avatar
PANDAmonium
Icon for Resolver IV rankResolver IV
7 years ago

It sounds like they might have created a new report on an existing dataset. If so...

  1. While logged in with their account in My Workspace, go to Reports
  2. For that report under actions click the "View Related" It'll show what dataset the report is using
  3. Go to the Datasets tab (not in settings but in My Workspace)
  4. For that dataset under Actions, click the ellipsis and select download pbix.
  5. Republish the dataset and report and in group/app workspace
  6. Open your report in Power BI Desktop. Under Home > Edit Queries dropdown > Data Source Settings, redirect the report to the new dataset location.

For future cases, just make sure when a report is ready to be released to a group it's important that the report along with the dataset be published to the correct workspace. Personal workspaces are just that, personal. You can also create a dev workspace to publish WIPs to, but be careful for any security concerns. Hope this helps. If not, screenshots would be helpful to better understand the issue.