Forum Discussion
Helper IIEdit Queries grayed out - How can I view the source data in Excel and append data to this source?
Helper III 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 up going to "Desktop" and I was able to select the same dataset he used in "Service" and I recreated the reports and published them to a "group workspace"; so I can edit the reports in the future and we can delete his account.
My issue is how do I update data in this dataset? I can't go under "Edit Queries" in "Desktop" because it's grayed out. If I click on "Refresh" it looks like it refreshes properly but I have no idea where the source file is that it's refreshing from.
I tried going back into "Service" under "Settings > Datasets" and when I click on that dataset all I see is the following.
Why is it so difficult to just get to the actual source data so I can continue to update it with new data?
If my company deletes this intern's Microsoft account, will this dataset also get deleted and not work with the new "group workspace" report I just created?
Thank you!
Community SupportHi Dali748
If you don't need to change the data model, just need to recreate visuals or reports,
I would suggest the creator of the report to republish the report from Power BI Desktop to an App workspace where you are a member with edit permission.
https://docs.microsoft.com/en-us/power-bi/service-collaborate-power-bi-workspace
In your scenario, when connecting to power bi dataset with power bi desktop,
it is a live connection, so edit queries doesn't support.
For your requirements, " I can edit the reports in the future and we can delete his account",
You could use the PowerShell script below to take over the dataset in the Power BI Service.
This will allow you to keep everything as is, but change the Owner.
https://github.com/Azure-Samples/powerbi-powershell/blob/master/takeover-dataset.ps1
Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
v-juanli-msft - You are making a post to a user in the "Removed Posts" board, which is a private area.
This user made two posts because his post was marked as spam. I unmarked them, and at the users request, removed one of the posts.
Please see the thread here: https://community.powerbi.com/t5/Desktop/Edit-Queries-grayed-out-How-can-I-view-the-source-data-in-Excel/td-p/783891