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Thomas_Eu
Helper I
Helper I

How to split a report and change the dataset?

Hello together,

 

I want to create different reports frome one existing report (with many pages), to show only specific pages in some of these reports. The existing one as many data sources and should be keept as "master" dataset (with the row-level-security), to only update one datasat for all reports.

 

I understand, that I can build a new report and choose the existing dataset as source. But in this case, I have to "re-create" the complete report (or at least the page I want to have).

 

Now my question: Is there a way, to do that, without re-creating the complete page?

 

My idea was, to just exchange the (many) existing datasources against the existing dataset of the main file. All the calculations, tables and connections for the visuals are there. But is is not possible to replace all existing datasources against a new connection to a dataset.

 

Or is there a possibility, to copy all visuals of an report to an other report?

1 ACCEPTED SOLUTION

Thanks mussaenda,

 

thats waht I was searching for. Could not imagine, that it is so easy.

 

1) I saved the original report as "Base"-Dataset

2) I created a new Report, using the "Base"-Dataset as (only) source

3) I copied everything with STRG+A -> STRG+V (page by page)

4) I had to re-set the report/page level-filters (but thats everything, formating and visual filters are copied)

5) I saved the file es "Individual1"-Report

6) I did the steps 2-5 for all pages/reports, I want to move

7) I deleted the reports in the "Base"-Dataset (which now contains only the connections and the row-level-security)

 

Many thanks, for your help. I still could not "exchange" the dataset, but is is so less work, that it is easy to handle (needed just once).

 

Best regards,

Thomas

View solution in original post

5 REPLIES 5
PowerBiRajah
Advocate I
Advocate I

I have created a powershell script that creates a new PBIX file with just the reports in it. I have found it a lot easier than to do this whole process manually. https://github.com/rajrao/mypublicnotes/blob/master/PowerBi/ConvertDatasetPbixToReportsOnly.ps1

mussaenda
Super User
Super User

It will be possible I think. Just do save as then save it as different report then modify the report according to your needs.

 

This is what I do so I won't be building or re-creating new reports with same dataset. Then add some new pages o deleting the pages I don't need. Since I am confident that the original file is saved in different filename.

 

The cons of this, if you will need to amend the dataset, you may need to amend all of the datasets so the reuslts will not have some discrepancies.

Hello mussaenda,

 

I tried it this way. But than i have 2 datasets. For both I have to maintain the Row-Level-Security and both put load on the server when updating reguarly (the same data).

 

Still looking for a solution, to use the same dataset, not (only) the same data sources.

 

Best regards,

Thomas

If you really want to use only one dataset while you want to use also certain pages from that report,

 

you can load the dataset via POwer BI dataset then copy all the the visuals from that report page you want to duplicate. For me, I just go to the page I want to copy, Ctrl +A then go to the new report, I check the page size if they are the same, then simply paste all the visuals. it will also carry the filters inside the visuals. they will fall in the original place.

Thanks mussaenda,

 

thats waht I was searching for. Could not imagine, that it is so easy.

 

1) I saved the original report as "Base"-Dataset

2) I created a new Report, using the "Base"-Dataset as (only) source

3) I copied everything with STRG+A -> STRG+V (page by page)

4) I had to re-set the report/page level-filters (but thats everything, formating and visual filters are copied)

5) I saved the file es "Individual1"-Report

6) I did the steps 2-5 for all pages/reports, I want to move

7) I deleted the reports in the "Base"-Dataset (which now contains only the connections and the row-level-security)

 

Many thanks, for your help. I still could not "exchange" the dataset, but is is so less work, that it is easy to handle (needed just once).

 

Best regards,

Thomas

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