Exchange direct lake connection from a Power BI report from one warehouse to another warehouse

[Janica123]

Hi everyone, 

I have created a Power BI report with a direct lake connection to warehouse A. I now need to replace the direct lake connection to warehouse A by a direct lake connection to another warehouse (warehouse B). The reason for this is that I don't want to rebuild the whole report again, as a lot of work has gone into formatting the visuals. 

Is there a way to do this?

Thanks!

[elitesmitpatel · Accepted solution]

First create a backup 

Steps to Replace the Connection:

1. Open Power BI Desktop: Load your existing report that is currently connected to warehouse A.

2. Go to “Transform Data”:

   • In Power BI Desktop, go to the Home tab, and click on Transform data to open Power Query Editor.

3. Locate the Source Step:

   • In Power Query Editor, navigate to the Queries pane on the left-hand side and select the query that is using the connection to warehouse A.
   • In the query steps, find the first step (usually named Source) where the connection to warehouse A is established.

4. Edit the Source Connection:

   • Click on the gear icon next to the Source step.
   • In the window that appears, replace the connection information (such as the server name, database name, or credentials) for warehouse A with the details for warehouse B.
   • If your connection details are stored in a separate data source (e.g., Azure, SQL), ensure that you update the appropriate credentials and path.

5. Test the New Connection:

   • After updating the connection to warehouse B, press Close & Apply to apply the changes and load data from the new warehouse into your report.

6. Adjust for Schema Changes (if needed):

   • If the schema (tables, columns, or data types) in warehouse B is different from warehouse A, you may need to adjust some queries or mappings.
   • If the structure is the same, Power BI will refresh using the new connection without requiring any further modifications.

7. Save the Report: After making sure everything is working properly with the new connection, save your report.

[anmolmalviya05 · Accepted solution]

Hi , Hope you are doing good!

You can replace the Direct Lake connection to another warehouse in Power BI without rebuilding the report:

1. Open Power BI Desktop: Load your report file.
2. Transform Data: Go to "Home" > "Transform Data."
3. Edit Source: Select the query linked to Warehouse A, edit the "Source" step, and change the connection to Warehouse B.
4. Close & Apply: Save changes and refresh the data.

   Ensure Warehouse B has a similar schema to avoid breaking visuals or relationships.
   
   

   Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!

   Let's Connect on LinkedIn: https://www.linkedin.com/in/anmol-malviya/?originalSubdomain=in

@Janica123

[Anonymous]

Hi @Janica123 

Agree with elitesmitpatel.

Also, you can try change data source in "Data source settings".

1. Open Power BI Desktop: launch Power BI Desktop and open your report file.

2. Change data source settings:
In Power BI Desktop, click the File menu and select Options and Settings.
Select Data Source Settings.
In the Data Source Settings window, locate the currently connected Warehouse A and click Change Source.

3. Refresh Data: Click the Refresh button to make sure that all data is loaded from the new Warehouse B.

Best Regards,
Jarvis Tang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[elitesmitpatel · Accepted solution]

First create a backup 

Steps to Replace the Connection:

1. Open Power BI Desktop: Load your existing report that is currently connected to warehouse A.

2. Go to “Transform Data”:

   • In Power BI Desktop, go to the Home tab, and click on Transform data to open Power Query Editor.

3. Locate the Source Step:

   • In Power Query Editor, navigate to the Queries pane on the left-hand side and select the query that is using the connection to warehouse A.
   • In the query steps, find the first step (usually named Source) where the connection to warehouse A is established.

4. Edit the Source Connection:

   • Click on the gear icon next to the Source step.
   • In the window that appears, replace the connection information (such as the server name, database name, or credentials) for warehouse A with the details for warehouse B.
   • If your connection details are stored in a separate data source (e.g., Azure, SQL), ensure that you update the appropriate credentials and path.

5. Test the New Connection:

   • After updating the connection to warehouse B, press Close & Apply to apply the changes and load data from the new warehouse into your report.

6. Adjust for Schema Changes (if needed):

   • If the schema (tables, columns, or data types) in warehouse B is different from warehouse A, you may need to adjust some queries or mappings.
   • If the structure is the same, Power BI will refresh using the new connection without requiring any further modifications.

7. Save the Report: After making sure everything is working properly with the new connection, save your report.