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eliseglines's avatar
eliseglines
Frequent Visitor
5 months ago
Solved

replacing data without getting additional tables

This seems like a really easy problem but I am struggling. I've created visuals on Power BI Desktop that are linked to Excel files on Sharepoint. I want to recreate these visuals but replace the d...
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  • v-ssriganesh's avatar
    v-ssriganesh
    5 months ago

    Hi eliseglines,
    Thank you for posting your query in the Microsoft Fabric Community Forum. Also, thanks to cengizhanarslan & grazitti_sapna for the earlier guidance.

    Regarding the error in your screenshot: “OLE DB or ODBC Error: Type mismatch (DISP_E_TYPEMISMATCH)” This usually indicates that some values in the new Excel file do not match the data types expected by the existing Power Query steps. Even if the columns were not renamed, this can happen if the new data contains:

    • Text values in columns that previously contained numbers or dates
    • Blank or mixed values in numeric/date columns
    • Formatting differences introduced when rows were removed

    Since the issue appears while loading tables like Outcomes, Treatment, and Cost Savings, it would be helpful to review whether any values in those columns differ in type from the original dataset.

    Check the new Excel file for mixed data types or unexpected values in those columns, as that can trigger the type mismatch error during refresh.


    Best regards,
    Ganesh Singamshetty.

cengizhanarslan's avatar
cengizhanarslan
Super User
5 months ago

Step 1) Open Power Query

Go to: Home → Transform Data

This opens Power Query Editor.

 

Step 2) Select the existing table

In the left panel, select the query (for example Outcomes).

Then in Applied Steps, click the Source step.

 

Step 3) Change the file path

Click the gear icon next to the Source step.

Replace the SharePoint / Excel file path with the new file location.

As long as the sheet names and structure are the same, all visuals will continue working.

 

Step 4) Apply changes

Click:

Close & Apply

Power BI will refresh the model using the new file, while keeping all visuals, relationships, and measures intact.