Forum Discussion
Excel data source name change
Hi,
This may be a very basic question, but I was wondering how I can adapt my query to a name change in my excel data source. When I go to the advanced query editor, I currently have this source:
Source = Excel.Workbook(File.Contents("\\k2-a.be.example.com\DavWWWRoot\sites\DC\Project\DEV-RPM\Dashboard excels\Retention.xlsx"), null, true),
This excel is stored in a SharePoint document library. If I were to change the name of this excel on SharePoint, could I simply replace 'Retention.xlsx' to 'Retention2017,xlsx' for example without losing relationships and visuals connected to this excel?
Thanks in advance for helping
Kind regards,
Matt
Matthias93 As long as it's just the name of the Excel file, then you shouldn't have any issues making the change as you describe.
If you are really converned about the PBIX, you can just "Save As" a copy of it and "test" the connection change with both files in the data source location.
Hi Matthias93,
Yes, you can do that. but just ensure 2 excel files have same structure, header names. This is common way that used to change data source setting.
For safe, you could copy/clone your pbix file and try with copied file.:smileyvery-happy:
7 Replies
Matthias93 As long as it's just the name of the Excel file, then you shouldn't have any issues making the change as you describe.
If you are really converned about the PBIX, you can just "Save As" a copy of it and "test" the connection change with both files in the data source location.
Anonymous Thank you for your reply Eno - can you also please help, what to do if the name of the source sheet has changed? I have a standard report but the name of that report has been changed - resulting in a different sheet name in the Excel file now containing the data - I can point PowerBI to the new file - but how do I tell it the new Excel sheet name?
Thank you in advance for your time and help!
Gratefully,
Tim
TimKroemer As long as the data structure hasn't changed you shouldn't have any issue editing the query.
Edit Queries -> Edit Queries -> Advanced Editor
Replace the file name under Source
And the tabs should show up something like "ztest_Sheet = Source{[Item="test",Kind="Sheet"]}[Data],"
You can see that originally I pulled in a tab called "ztest", then I changed the actual source file and changed the tab name to just "test" which I replace in that connection string. Works fine.
Hi Matthias93,
Yes, you can do that. but just ensure 2 excel files have same structure, header names. This is common way that used to change data source setting.
For safe, you could copy/clone your pbix file and try with copied file.:smileyvery-happy:
