Template issue revisited. Why does my template load the dataset it was created from?!

[JediMole]

I had posted last week about a template issue I was having, and I figured out today, I couldn't just save a report as a template, but to export it was the proper way to do it.  I knew this worked as it should because the file was mcuh less smaller in size than previous attempts.  So now I decided to create a neww blank report and use the template and while I thought it was going to work, it made the connection to the data set it was created from, and populated the report with same data. 

My question is, how do Ikeep it from connecting and loading the wrong data set, and add the new data sets from my other portal customer?

[SamWiseOwl · Accepted solution]

Hi @JediMole 

You could delete the connection before exporting to a template.

That would still keep the visuals and formatting just the data would be removed.

Alternatively if you want to keep the original data connection and swap between different customers use a parameter.

You can paramertise loads of things like filters, data sources, dates, pass values to stored procedures etc

https://learn.microsoft.com/en-us/power-query/power-query-query-parameters

Here is a video I (or my beard depending who you ask) wrote covering template techniques:
https://www.youtube.com/watch?v=-fpr0E1x5RY

Skip to 2:27 to see an example of parameters.

[JediMole]

Great, thanks for the response!  I'll give this a test today and respond.