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fscovil
Regular Visitor

change odbc source to Excel

Hi, am relatively new to the PBI design side of things.  

I have a large report & relatively large semantic model that was originally loaded via odbc query connection.

We've lost access to the odbc database and are now loading it from csv files.  

I'm trying to change the data source from the odbc query to local excel and can't seem to find a way to do it that doesn't completely wipe out the tables created by the original query (we have LOTS of measures & visuals linked to the imported tables)

Can anyone give me some pointers on how to change from an odbc to individually uploaded excel files?  or another alternative

 

We do analysis of client data so we don't need an ongoing upload, we just need to load each client's data once at the beginning of each engagement.

thanks

1 ACCEPTED SOLUTION
vanessafvg
Super User
Super User

what i usually do is i create a new connection connecting to the new datasource.  I then copy the source lines from advanced editor in power query from the new connection and i replace that in the old connection.  As long as you replace the correct lines and make sure the steps are still linked up.  Its best not to change to much of the naming, keep it the same as much as you can in terms of the steps.    If you copy the new connection source details above all the transformations, there shouldn't be an issue.

 

 





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

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2 REPLIES 2
vanessafvg
Super User
Super User

what i usually do is i create a new connection connecting to the new datasource.  I then copy the source lines from advanced editor in power query from the new connection and i replace that in the old connection.  As long as you replace the correct lines and make sure the steps are still linked up.  Its best not to change to much of the naming, keep it the same as much as you can in terms of the steps.    If you copy the new connection source details above all the transformations, there shouldn't be an issue.

 

 





If I took the time to answer your question and I came up with a solution, please mark my post as a solution and /or give kudos freely for the effort 🙂 Thank you!

Proud to be a Super User!




thanks - I'll give it a try.

 

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