Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get Fabric Certified for FREE during Fabric Data Days. Don't miss your chance! Request now

Reply
lwalker2149
Regular Visitor

PowerBI Template use with other datasources

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.

1 REPLY 1
lbendlin
Super User
Super User

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.

Helpful resources

Announcements
November Power BI Update Carousel

Power BI Monthly Update - November 2025

Check out the November 2025 Power BI update to learn about new features.

Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.

Top Solution Authors
Top Kudoed Authors