Reusable Data Import Workflows and Reports

[PBI_AMS]

I'm looking for some links or guidance or things to search to learn more about achieving what I need to do.  I need to be able to report on activity in several business lines and regions. To do that, I connect some of our business data (now in a Datamart in Fabric) with data exported and uploaded in XLS or CSV from an outside data source. I can get some uniformity from the outside source, but there are transformations I need to do to it in Desktop PowerBI in order to make use of it in reports.  So, for example, I might have a Texas Report with only Texas data in it. But I also want to have a Michigan Report with only Michigan data in it.  The data from the outside source are changing frequently, and some of the state reports will have customizations not shared across the other states. 

So, I need to understand how to go about creating a workflow where I create a sort of base template with say 90% of the visuals ready to go and then can just dump in the State level Excel data and be confident that all of the same transformations will happen, columns will be added, and measures will work.  Transformations include things like: convert the numerical zip into 7 character text or convert the email address to lowercase.  

Are there tutorials? What do I search for? Sample PBIX? Thanks for the help! 

[PBI_AMS]

I can't believe I forgot this was possible. Thank you for this!  

[Idrissshatila · Accepted solution]

Hello @PBI_AMS ,

so you create the first power bi report you want to create and then when you want to create for the second file of data regarding another state, you just copy paste the report and change the source from the first excel to the second excel and all the transformation will work fine if the data has the same column structure.