Forum Discussion
Advocate IITo duplicate columns and measures in a data source to another (Salesforce report)
Good day!
A PowerBI dashboard is established using a Salesforce report_A as data source. Columns and Measures are added to A for visuals (Visual_a).
Now I want to build Visual_b and Visual_c, which shall look the same, but data sources are different, i.e. using Salesforce report_B and Salesforce report_C.
What would be the most convenient way to duplicate the added columns and measures in Salesforce report_A to Salesforce report_B and Salesforce report_C?
Thank you.
Hi JohnnyK
Save Report_A as a template : File->Save as->Save as type = Power BI Template.
This will save the visuals, tables, measures and columns into a file that can then be opened and in which you can replace the data source.
You can open the template file as many times as you need to create new reports.
Regards
Phil
4 Replies
- PhilipTreacy
Super User
Hi JohnnyK
Save Report_A as a template : File->Save as->Save as type = Power BI Template.
This will save the visuals, tables, measures and columns into a file that can then be opened and in which you can replace the data source.
You can open the template file as many times as you need to create new reports.
Regards
Phil
JohnnyKPhilipTreacy, thank you!
By the way, in the given scenario, is there a convenient way to have Visual_a, Visual_b and Visual_c in the same .pbix? (by using template, I can only save them into 3 different .pbix)
- PhilipTreacy
Hi JohnnyK
Yes you can select the visual then copy/paste into another PBIX. If the underlying data structures are the same it'll just pick up the data.
Regards
Phil
- JohnnyK
PhilipTreacythanks again, Phil!