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bigspikemike
Regular Visitor

Power BI Template and Parameter help

Hi guys,

 

I am trying to create a template that is essentially a balance sheet. It has a lot of basic calculations, i.e. Gross Sales/lb and I want to be able to open the template, and use it with different querys. That way, I don't have to manually create the calculations and report every time I want to view a different set of data. 

 

I have read everything on the Microsoft Website, and watched everything about this subject on youtube and am still stuck.

 

Is there a way to do this using parameters and a template? If so, how? Please help. 

1 ACCEPTED SOLUTION
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @bigspikemike,

 

 

I have found some useful posts in the community. Please reference here: How-to-create-a-template-with-a-different-data-source-every-time. One tip: the data source should have the same name, e.g. the table name in a workbook.

Power BI Template and Parameter help.JPG

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

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

View solution in original post

2 REPLIES 2
v-jiascu-msft
Microsoft Employee
Microsoft Employee

Hi @bigspikemike,

 

 

I have found some useful posts in the community. Please reference here: How-to-create-a-template-with-a-different-data-source-every-time. One tip: the data source should have the same name, e.g. the table name in a workbook.

Power BI Template and Parameter help.JPG

 

 

 

 

 

 

 

 

 

 

 

Best Regards!

Dale

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

If i'm understanding you correctly, can't you just change the Source of your data to a new file (and as long as all the columns are the same) power BI after a Refresh should update everything based on the new values in the new file?

 

FOrrest




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