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Anonymous
Not applicable

Swtiching Datasource (Data Connection)

I have a scenario where I am creating multiple dashboards (against my own DB) as a "bundle", which I then want to share with multiple clients, all of whom have their own, separate, PBI sites and databases (same schema as mine).  

My thinking is, since I don't want the client to see the data in my DB, I want to publish the reports "empty" (no data) and then have the "connection" to their own DB via some kind of connection object on their PBI site.  Instead of publishing directly, I could send the PBIX files (or a different file?) to the client, for them to publish, but I still don't know how they can then "change/set" the connection.

As anyone found a neat way to accomplish this?  pbi4.JPG

1 ACCEPTED SOLUTION
v-diye-msft
Community Support
Community Support

Hi @Anonymous 

 

Would you like to send the report to the client but without detailed data? and when client open it the connection should be changed to their own database?

 

I think you could try to generate the power bi template file and share it with client.  They can only see the report visuals but without detailed data info, when they connect to their own database , the report will be rendering as yours.

 

Official document could be found here: https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-templates 

 

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

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3 REPLIES 3
v-diye-msft
Community Support
Community Support

Hi @Anonymous 

 

Would you like to send the report to the client but without detailed data? and when client open it the connection should be changed to their own database?

 

I think you could try to generate the power bi template file and share it with client.  They can only see the report visuals but without detailed data info, when they connect to their own database , the report will be rendering as yours.

 

Official document could be found here: https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-templates 

 

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

@Anonymous , if you send them pbix. they have to connect to there DB. They have change connection details?

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Anonymous
Not applicable

How will they change the connection easily ?  

Is there a way to change the connection in one place (like a connection string of old days) for the entire PBIX ?  

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