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Hello,
I am a new PBI user. I created a report and a dashboard that uses three excel files stored locally on my laptop. I update the excel files freqently with newer data and then refresh the report.
Now, I need to move these files to an online platform like OneDrive or a SharePoint folder, so that other team members can also update the excel files without my intervention. Goes without saying that I don't intend to recreate the report or the dashboard.
What's the best way to achieve this?
Would SharePoint be a better option as OneDrive is attached to ids and can run into issues if someone leaves the organisation?
Thanks
Solved! Go to Solution.
Thanks @v-yingjl
I moved the files to SharePoint and then changed the source of the files using the Data Source Settings window.
So, a slightly different way than yours but had the same result.
And yes, I too find SP better mostly because it's ID agnostic.
Hi @Enigma ,
In my opinion, I prefer SharePoint because you can change the file source easily in Query Editor and need not to recreate reports and visuals.
Local files visual:,
and the file source is local in advanced editors:
When I moved file to SharePoint and change the file’s data:
,
then I replaced the file source from local into SharePoint link:
Close and Apply Query Editors and the report will also change automatically:
Best Regards,
Yingjie Li
If this post helps then please consider Accept it as the solution to help the other members find it more quickly.
Thanks @v-yingjl
I moved the files to SharePoint and then changed the source of the files using the Data Source Settings window.
So, a slightly different way than yours but had the same result.
And yes, I too find SP better mostly because it's ID agnostic.
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