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p0wer_user's avatar
p0wer_user
Regular Visitor
2 years ago
Solved

Updating Data Table While Keeping Measures

Hello, I have this fact table that updates every month. For example, I had actual revenue data up until May and expected revenue data from June to December. I built my power bi dashboard around this...
Need Help
  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi p0wer_user ,

     

    Ensure that the structure (columns and data types) of the new Excel file is identical to the existing file. This ensures that the data replacement process goes smoothly.

    Open the data source setting in desktop and make changes to excel.

     

    Additional Tips
    Backup your work: Before performing these steps, it's always a good idea to save a copy of your Power BI file (PBIX) as a backup.
    Data validation: After updating the data, validate key measures and totals to ensure the update process did not introduce any discrepancies.

     

    Best Regards,
    Adamk Kong

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

     

     

Anonymous's avatar
Anonymous
Not applicable
2 years ago

Hi p0wer_user ,

 

Ensure that the structure (columns and data types) of the new Excel file is identical to the existing file. This ensures that the data replacement process goes smoothly.

Open the data source setting in desktop and make changes to excel.

 

Additional Tips
Backup your work: Before performing these steps, it's always a good idea to save a copy of your Power BI file (PBIX) as a backup.
Data validation: After updating the data, validate key measures and totals to ensure the update process did not introduce any discrepancies.

 

Best Regards,
Adamk Kong

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.