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Shpongle
Helper III
Helper III

Extract report from dataset and connect to another data set

Hi gang,

 

I have a weird one... My company asked me to make some reports and gave me a direct connection to a source SQL database that I used to create my local dataset.

 

Interesting request, they are asking us to separate our reports from our datasets and they want to take the dataset from my PBIX file and publish it in a company (PowerBI/Sharepoint?) workspace, then have me re-connect my reports to this new data source, which should presumably be identical to the one I am working on locally.

 

Any recommendations on how to navigate this change with minimal reconnection frustration?

 

Items that I'm thinking about:

  • How to separate the dataset from the reports
  • how to move the dataset to a published company workspace
  • how to reconnect my reports to this new published dataset

 

THANKS

1 ACCEPTED SOLUTION
edhans
Super User
Super User

  1. Create your Power BI dataset file. This is a PBIX file with all of your Power Query modeling, the DAX model, and all measures.
  2. Publish it.
  3. Create a new PBIX file and connect to the Power BI Dataset. It will only have the visulization/report tab. If you need to make changes to measures, you have to go back to #1 and make those changes and republish.

If you already have reports, you can copy all visuals to a new report that is already connected to the dataset and they will all work.



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DAX is for Analysis. Power Query is for Data Modeling


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MCSA: BI Reporting

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4 REPLIES 4
PowerBiRajah
Advocate I
Advocate I

I have created a powershell script that creates a new PBIX file with just the reports in it from a pbix that is the dataset. I have found it a lot easier than to do this whole process manually. https://github.com/rajrao/mypublicnotes/blob/master/PowerBi/ConvertDatasetPbixToReportsOnly.ps1

edhans
Super User
Super User

  1. Create your Power BI dataset file. This is a PBIX file with all of your Power Query modeling, the DAX model, and all measures.
  2. Publish it.
  3. Create a new PBIX file and connect to the Power BI Dataset. It will only have the visulization/report tab. If you need to make changes to measures, you have to go back to #1 and make those changes and republish.

If you already have reports, you can copy all visuals to a new report that is already connected to the dataset and they will all work.



Did I answer your question? Mark my post as a solution!
Did my answers help arrive at a solution? Give it a kudos by clicking the Thumbs Up!

DAX is for Analysis. Power Query is for Data Modeling


Proud to be a Super User!

MCSA: BI Reporting

This worked perfectly - I tested it out and VOILA! Golden.

 

Thanks again, @edhans - you make my life less stressful 🤓

Great. This also has another benefit. You can work on the data model and someone else can work on the visual report since they are separate PBIX files. 



Did I answer your question? Mark my post as a solution!
Did my answers help arrive at a solution? Give it a kudos by clicking the Thumbs Up!

DAX is for Analysis. Power Query is for Data Modeling


Proud to be a Super User!

MCSA: BI Reporting

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