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PoonamS's avatar
PoonamS
New Member
4 years ago
Solved

Facing error when changing data source from excel to SharePoint

Hi - I am trying to handover the PBI dashboard published in client workspace. They want to change data source from excel in my C drive to a SharePoint location. I used these steps https://community.p...
Need Help
Tips and Tricks
  • negi007's avatar
    negi007
    4 years ago

    PoonamS 

    here you need to select the main link. i think in the dropdown you will get one option like below choose that 

    https;//wlgore.sharepoint.com

     

     

     

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Thank you so much Claire, you are a master. I didn't see that... however my code is so long so it keeps me doing errors that I am solving step by step. But investing lots of time so my boss told me to find another way to connect the data from Sharepoint without doing all this re editing of the entire code... especially because we have about 7-8 different PBIs to do this migration... I will keep searching for more ways, if it exists!

Thank you so much and best regards,

Ana M

Bella42's avatar
Bella42
Advocate IV
4 years ago

No worries, glad to help 😊
I migrated a dozen+ PBIs with numerous connections in each. I kept the SQL for the various connections in a word doc (e.g. I have several Excel lookups, and the connection+transformations is always the same), so I could just copy and paste the connection and transformations as a whole. I also did the PBIs all at once, and it became easier to prevent and spot problems. Took me about half a day to get them all done. I changed the query names to include SharePoint (or ShPt) so I knew at a glance which I have updated.
I think you have done the hard yards (working out what the hell is going wrong), and it should get easier, less time consuming, from now on. I haven't found an easier way. Good Luck! Kind regards, Claire