Forum Discussion
How to replace Data Source for existing report?
- 10 years ago
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.
- 10 years ago
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.
How to replace the data source of the report when we move from one environment to the other (e.g: from Dev to Test) ?
Hi, Are the field names the same? If so, what I've done to make this easier and it seemed to work, is:
1. In Edit Queries, I added the new source table.
2. Then I clicked on the new source table, and then clicked Advanced Editor.
3. In the new source's Advanced Editor pane, I copied the commands with CTRL-C. Clicked Done.
4. Then I clicked on the old table, and clicked on Advanced Editor, selecting all the commands here, and then pasted the new source information using CTRL-V.
5. When you apply the changes, this should point your old query to the new source, and you should actually be able to delete the new table you added as it will now appear twice.
Please NOTE: you have to take care here if you performed any transformations. You may have to repeat them or edit the commands accordingly.
I hope this helps. Everyone's situtation and environment is different, so perhaps this may or may not work for you.
- Anonymous3 years agoNot applicable
Created an account just to reply to this. Amazing! Worked like a charm.
- Shelley3 years agoPost Prodigy
Awesome! Glad it worked for you.
- Anonymous8 years agoNot applicable
This worked flawless for me!
Thanks a lot!
- Anonymous8 years agoNot applicable
Thank you Shelley. That was really helpful and worked for me too!
- Shelley8 years agoPost Prodigy
Great! Glad it helped you, Anonymous.
- danishhussain5 years agoFrequent Visitor
Dear Shelley,
Your suggstion worked like a charm. I wanted to change the source file of a table, saved in Excel.
Thanks.
- Shelley5 years agoPost Prodigy
danishhussain Thanks for the feedback. I'm glad this helped you!
- b-mhlanga4 years agoNew Member
Works like a charm..thanks
- Batillo_222 years agoFrequent Visitor
Thanks Shelley Your solution saved me a lot of time. However, I do want to point out that "Edit Queries" is the old name for today's "Transform Data" to open Power Query. Microsoft changed that a while ago, but beginners like me may not be aware of this.
https://community.fabric.microsoft.com/t5/Desktop/Cannot-find-the-Edit-Queries-icon/td-p/971317
- kpopp1 year agoFrequent Visitor
Thanks for the clarification! Was looking for this solution in 2024 and got a bit confused.
- Anonymous8 years agoNot applicable
This worked. Thanks
- Shelley8 years agoPost Prodigy
Did you follow the steps exactly? Did you receive an error? I've done this several times now, always with success. Are all the column names the same? If a column name is different, the existing expressions using the different names will not automatically connect to the new data.
- smgt907 years agoFrequent Visitor
You're a life saver!
Thanks a lot for your response!