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Enigma
Helper III
Helper III

Moving a locally created report to OneDrive or SharePoint

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

 

1 ACCEPTED SOLUTION

Thanks @v-yingjl 
I moved the files to SharePoint and then changed the source of the files using the Data Source Settings window.

DSS.png

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.

 

View solution in original post

2 REPLIES 2
v-yingjl
Community Support
Community Support

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:local excel.png,

and the file source is local in advanced editors:

local excel2.png

 

When I moved file to SharePoint and change the files data:

sharepoint excel.png,

then I replaced the file source from local into SharePoint link:

sharepoint excel2.png

Close and Apply Query Editors and the report will also change automatically:

sharepoint excel3.png

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.

DSS.png

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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