Forum Discussion
same report - how to the change source file ?
Hello,
I have couple of excel files which I use as a datasoruces for my pbi report, which I built for a specific excel file.
I want to add some kind of a filter, in which I can choose which datasource (my excel files) to display on the report.
for example: I have 3 excel files: Jan, Feb, Mar. All of them have the same tables but the data is different.
My report displays data relative to Jan.xls file, and I want to switch to Feb.xls source file. How can I switch it ?
I dont want to merge all the files into one file with power query.
Thanks.
Hi Justiy ,
I would have suggested exactly that: Merge or rather union the files into one with an additional column describing the Month. After you can use that month column as a slicer. You could do something similar in DAX as well, but Power Query is to prefer in that scenario. Out of curiosity, why do you not want to union them into one file? 🙂
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/
3 Replies
- tackytechtom
Most Valuable Professional
Hi Justiy ,
I would have suggested exactly that: Merge or rather union the files into one with an additional column describing the Month. After you can use that month column as a slicer. You could do something similar in DAX as well, but Power Query is to prefer in that scenario. Out of curiosity, why do you not want to union them into one file? 🙂
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/ Hello tackytechtom and thanks for your replay,
My excel files containes a lot of data and analysis, and not all the tables are equales.
So I think that megring will be hard to do.
Is there any other ways?
- tackytechtom
Hi Justiy ,
If you are showing the exact same graphs in your report, I would still create a union table with a month column.
If you are using different columns and charts per month, I'd suggest to look into bookmarks and buttons so you can hop from one page to another with the help of buttons.
Hope this helps! 🙂
/Tom
https://www.tackytech.blog/
https://www.instagram.com/tackytechtom/
