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Josh_Boj
Advocate I
Advocate I

How to setup Live Connection to Dataset vs. Direct Query

Not sure when this started happening, but just happened to me this morning.  I connected a dataset that is published to the service and what I believe is happening is that it when I publish the report it is creating a new, direct query, dataset that is also published.  I don't want this, I want a Live Connectino to the dataset and to not publish another dataset.  How can I do this (would prefer not to disable for the entire tenant if possible).

 

I'm trying to keep out setup as simple as possible, we do all the hard work and provide a very curated experience for our company.  We don't have members building their own reports, adding their own data, etc.  This new setup with showing datasets and reports together in the same list is quite frustrating and now it is defaulting to DQ when publishing so there will be even more junk in a Workspace.  We don't want to move to all Apps.  I'd be fine reverting back to the way the service was, I do not like any of the new changes.

2 REPLIES 2
v-zhangti
Community Support
Community Support

Hi, @Josh_Boj 

 

To establish a Live Connection, the dataset to which you connect must be in a shared workspace of which you are a member. When you create reports based on a dataset using a Live Connection to the Power BI service, you can only publish that report to the same Power BI service workspace that contains the dataset being used.

 

You can try the following steps:

1. In Power BI Desktop, go to the "Home" tab and click on "Edit Queries".

2. In the "Queries" pane, right-click on the dataset you want to connect to and select "Properties".

3. In the "Properties" pane, under "Data source settings", select "Change Source".

4. In the "Change Source" dialog box, select "Live Connection" and click "OK".

5. Save and publish your report.

 

This should ensure that your report is using a Live Connection to the published dataset, rather than creating a new, direct query dataset. Let me know if this helps or if you have any further questions.

 

Best Regards,

Community Support Team _Charlotte

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

Thanks for your response and help.  I'm looking for a solution that would allow me to publish a report to a different workspace without creating a new dataset.  When did this change? This is how we have been running for years, without incident.  We have a dedicated workspace for datasets to keep everything organized.  We then connect reports to those datasets.  With the new layout, workspaces are forced to show all contents by default, so creating a new dataset is an unwanted result.

Perhaps Live Connection is not the right way to accomplish this.  How can I set this up, as we have been for years and years?

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