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

     

     

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
7 years ago

Hi,

 

I am trying to make a template of a series of visualizations from time sheet data.  Evey month i have new data and i would like to connect the visualizations to a different source each month. 

 

I have tried to follow the steps you describe but it doesn't work - the new source will not load.  Am I missing something? are there are key settings that i need to change?

 

Thanks,

 

James