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brissae's avatar
brissae
Frequent Visitor
10 years ago
Solved

How to create a template with a different data source every time?

Hello all!

 

I have a report that needs to be built every time we get a new excel file with new information, but this report is executed for many people in our organization and we need a tool that allows us execute this report faster.

I was reading about what Power Bi can offers about this and discovered the templates.

I read this post Deep Dive into Query Parameters and Power BI Templates but I don't know how to start according to my needs, do you know where can I find more information about this topic?  Or anyone can help me to start?

 

Thank you for your time.

 

Regards.

 

  • Vvelarde's avatar
    Vvelarde
    10 years ago

    Create your PBI File and Go to Query Editor (Edit Query) and go to Manage Parameters:

     

    Create the parameters for you Datasource like this sample:

     

     

     

     

    Next Step: Go to Source: And Select Parameter

     

     

     

     

    Next Step: Export like Template Power BI & Close

     

     

     

     

    Finally Open the Template and Enter the datasource

     

     

10 Replies

  • Vvelarde's avatar
    Vvelarde
    Community Champion
    10 years ago

    hi brissae

     

    With "Refresh" option you don't need yo create a new PBIX File from zero. It just update the datasource with the new data file. (Excel in this case)