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Anonymous
Not applicable

How to create many identical reports/visuals with different data sets?

Hi all,

 

I am trying to run 9 "different" labor reports a week. All 9 reports are basically the same (same row names, and same filters). Instead of creating a new report for each, is there any way to copy the report's visuals/set up, into a new report and change the excel source from which it is pulling the data?

 

I tried to change the data source through "Data Source Settings" but encounter a message "There are pending chnages in your queries that havent been applied" and when I click apply chnages, I get another error message: "The key didnt match any rows in the table". I have gone back and made sure the data sets are identical in their filters and order so they match but still the same message every time I try to change data source.

 

It does not have to be done in any specific way, I just to be able to qucikly create these "same" reports with different data sets; if I can just copy one file and then change the source, or have all data source in 1 file and be able to "filter/change" what data set to see in the visuals the same file, or etc.

1 ACCEPTED SOLUTION
v-robertq-msft
Community Support
Community Support

Hi, @Anonymous 

When you meet the error “The key didn’t match any rows in the table”. It means that the names, numbers of columns in the table from your data source have changed. You should check it first. Then you can go to the Power query editor->advanced editor to change the column name to exactly match your data source table, like this:

v-robertq-msft_0-1605084703784.png

 

To switch the dataset manually through the parameter, you can try DavidBI’s suggestion which is mentioned above. Or you can just simply change the data source in Power query editor.

 

If this result is not what you want, you can post some sample files(without sensitive data).

How to Get Your Question Answered Quickly 

 

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-robertq-msft
Community Support
Community Support

Hi, @Anonymous 

When you meet the error “The key didn’t match any rows in the table”. It means that the names, numbers of columns in the table from your data source have changed. You should check it first. Then you can go to the Power query editor->advanced editor to change the column name to exactly match your data source table, like this:

v-robertq-msft_0-1605084703784.png

 

To switch the dataset manually through the parameter, you can try DavidBI’s suggestion which is mentioned above. Or you can just simply change the data source in Power query editor.

 

If this result is not what you want, you can post some sample files(without sensitive data).

How to Get Your Question Answered Quickly 

 

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

DavisBI
Solution Specialist
Solution Specialist

Hi, @Anonymous ,

 

You can put your Excel data source in different folders under the same path, and then you can create a parameter in PowerQuery to dynamically control the path of the data source. Then you need to save the file as PBIT format. So when you need to create a new report, you only need to input the corresponding parameter value.

 

About Query Parameter in PBIT, you can refer to this blog post by Miguel

 

Mark this post as solution if this helps, thanks!

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