Forum Discussion

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 ...
  • 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

     

     

brissae's avatar
brissae
Frequent Visitor
10 years ago

Vvelarde How can it do that? I mean do I have to upload the file and then hit refresh?

I am starting with Power Bi that's why Im a little bit lost.

brissae's avatar
brissae
Frequent Visitor
10 years ago

Vvelarde I understand this part, but what I want to do is to create something that I can share with my cowerkers so they can upload their file and get the predefined report in order to have the same report with different data. I don't know if I can do it.

  • Vvelarde's avatar
    Vvelarde
    Community Champion
    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

     

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      10 years ago

      Vvelarde

       

      Excellent tip.

       

      The screen shots are a bit blurred and hazy. 

       

      Can you just paste the pop-ups alone and not the entire power bi page.  like 

       

       

      Appreciate if you can send the clear enalarged portions.

      Thanks again

       

      Cheers

       

       

       

       

       

      • Vvelarde's avatar
        Vvelarde
        Community Champion
        10 years ago

        I upload the new screenshot. Now i have more time to edit the images.

    • brissae's avatar
      brissae
      Frequent Visitor
      10 years ago

      Vvelarde Thank you so much! This is what I was looking for :smileyvery-happy:

    • kawsarhamid's avatar
      kawsarhamid
      New Member
      8 years ago

      Vvelarde I tried it. It works fine. 

       

      I published the report on PowerBI web and created an App. But when other user in my Organization try to get it, the user does not prompt user to put value for parameter!

       

      How can I do that?