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Hi, I would like to build a template in PowerBI and then distribute the template to collegaues so that they can use the template with their own data sets. To be more detailed, I want to build a template with an excel file and then create various visuals and slicers to look at the data. I would like to be able to send that template to coworkers (without the original data still there) and they could use it with their own excel files that contain different data. The point of the template would be as an example of how to visualize their own data. My organization creates large excel files containing data for each project. I would like to be able to have a template where we could swap out data for different projects. I dont want to have to go through the process of creating a report with the same visuals and slicers, over and over again for each new project.
Is there a way to do this? If so could you please give me a detailed outline of how. I have tried creating a template in PowerBI and when I went to open it, the data tables were still there and I can't figure out how to add any new data. Thank you.
Assuming these Excel files have the same structure and column names it would be as simple as modifying the source step in the Advanced Editor, or prompting for it in the template.
The moment you have the slightest mismatch (including spelling differences) all bets are off and your MOC efforts will likely far outweigh the benefits.
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