Forum Discussion
How to replace Data Source for existing report?
Anonymous In power bi desktop go to query editor, select your table and on the right hand side under Applied Steps click settings icon. You can also without going to query editor - go to File -> Options and settings -> Data source settings >Right click data sources and chnage source.
go into Edit Queries. Find the table/query you want to change. Go to the first step in the Query (always called Source) and change it there.
go into Edit Queries. Find the table/query you want to change. Go to the first step in the Query (always called Source) and change it there.
Hi Matt,
I have one static Excel as my source file at the momement but it will need a monthly update soon. I have DAX and new measures/caculated columns in it already.
Can you please advise whether it is possible to only update the original worksheet with no impact on the modified part?
Thanks,
Jing
I don't really understand what you are asking. Are you saying the source data is in the same Excel file as a Power Pivot report? If so, you should separate these out into a source file and a report file. That is best practice
Hi Matt,
My current source file is the Excel file, I created charts based on the file to present in the PBI, lots DAX, measures added onto the original Excel. But from next month, I will need to download the latest version of the EXCEL, data in the excel will be growing, from another app on a monthly basis to reflect the new data coming into the PBI.
My question is, how do I update the content in my existing Excel source file without touching the DAX, measures etc? If I just append, data will be duplicated, correct?
Thanks very much for your time answering my question! Much appreciated.
Regards,
Jing
Something is wrong here, and I don't know what. You are saying you are presenting the results in Power BI but you also say that you are adding DAX in Excel. I can't reconcile these 2 things, surely it is one or the other.
If you have a growing source file in Excel, and each month it grows, then you can either rename the new file to the same name as the old file, or you can simply load the latest version of the file from a folder. I cover that here https://www.youtube.com/watch?v=A2n5ApJZwL8