Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Keep Relationship Model and visualizations changing the Data Source

Hi everyone!

 

I've been reading our forums for a long and getting a lot of help from your wisdom but this is my first ask. 

 

My org has an important report whose Data Sources are Salesforce and a CSV (using the Certified Connectors). We are implementing a Data Warehouse (Azure) and I have to change my data source to this Data Warehouse to get the same data from it and keep the same report. 

 

Is possible to change the Data Source keeping the same data models, relationships and visualizations? Or is it not possible because it is a completely different data source? 

 

I'm not using DirectQuery or nothing like that, i'm still learning about parameters and advanced editor but I don't manage with it yet. 

 

Thanks in advance! :)

Need Help
  • Anonymous's avatar
    Anonymous
    6 years ago

    Anonymous Thank you so much! I was afraid that solution would go in that way. I'm going to do a test with a draft file to train myself. To connecting to SQL data bases, do you recommend using DirectQuery instead of certified connectors? 

     

    Thanks again! :)

  • v-lid-msft's avatar
    v-lid-msft
    6 years ago

    Hi Anonymous ,

     

    Before try to change the source of data in Power Query Editor, it is important to do a backup of entire pbix file.

     

    You can open the Advanced Editor in Power Query Editor, then change the first several source query, and remove some step may occor error, like following pictures, I have a excel and sql database which have same data model, but excel have two empty column, after I change the source to SQL Server, I delete the steps because there are no this two columns in SQL database.

     

     

    And you can refer the following document to learn more about difference between the DirectQuery and Import Mode.

    https://docs.microsoft.com/en-us/power-bi/desktop-storage-mode

    https://docs.microsoft.com/en-us/power-bi/desktop-directquery-about

     

    Best regards,

    Community Support Team _ Dong Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • v-lid-msft's avatar
    v-lid-msft
    6 years ago

    Hi Anonymous ,


    How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?

     

    Best regards,

    Community Support Team _ Dong Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

5 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Hello Laura. From what I know, you can change the data source as long as the structure of the table is still the same. You can change it in advance editor in power query. Hope it helps!

    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      Anonymous Thank you so much! I was afraid that solution would go in that way. I'm going to do a test with a draft file to train myself. To connecting to SQL data bases, do you recommend using DirectQuery instead of certified connectors? 

       

      Thanks again! :)

      • v-lid-msft's avatar
        v-lid-msft
        Community Support
        6 years ago

        Hi Anonymous ,

         

        Before try to change the source of data in Power Query Editor, it is important to do a backup of entire pbix file.

         

        You can open the Advanced Editor in Power Query Editor, then change the first several source query, and remove some step may occor error, like following pictures, I have a excel and sql database which have same data model, but excel have two empty column, after I change the source to SQL Server, I delete the steps because there are no this two columns in SQL database.

         

         

        And you can refer the following document to learn more about difference between the DirectQuery and Import Mode.

        https://docs.microsoft.com/en-us/power-bi/desktop-storage-mode

        https://docs.microsoft.com/en-us/power-bi/desktop-directquery-about

         

        Best regards,

        Community Support Team _ Dong Li
        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.