Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Excel dataset columns

I have created a report using PBI Desktop, and it takes a basic feed from an Excel sheet stored in OneDrive. This source Excel file is automatically refreshed every 10 minutes, and PBI set on a schedule refresh from that file. 

 

So the question. If I add a column into the data in PBI, and also change the format of the data in one of the columns, when it refreshes from the Excel source file, will it overwrite the change that I made in the PBI data set? Or, will it just load the new data into the matching columns, leave the new column there, and also take on the format of the column where I changed the format?

 

Any advice for a newbie would be appreciated.

Need Help

2 Replies

  • Pragati11's avatar
    Pragati11
    Super User
    5 years ago

    Hi Anonymous ,

     

    If you add a column in PBO on top of your actuall data coming from Excel source, it will retain the new column added as a caluclation in PBI with all the data format steps that you apply in PBI.

     

    Thanks,

    Pragati

    • Anonymous's avatar
      Anonymous
      Not applicable
      5 years ago

      Excellent, many thanks, I will give it a try.