Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

July 28 - August 9 | Final Round of the Power BI Dataviz World Championships. This is your chance. Learn more

Reply
jos818
Helper I
Helper I

Best practice - Switching data source xlsx to SQL table

Hi, I have a pbix currently populated using 3 local excel files. Im looking to set automation and publish the dashboard to eliminate the need for manual processes, the benefit will be daily refresh on the dashboard effectivelessly.

There are currently 40 tabs in PBIX each with over 5 visuals so any time spent not having to repoint data source, measures etc would be greatly appreciated.

Is there a quick way in PBI to simply switch the data source over to the new? 

 

Many thanks in advance.

1 REPLY 1
HotChilli
Community Champion
Community Champion

Each of the 40 tabs has nothing to do with the data connection.  The data connection is per each query in Power Query and it will be one line in each query. 

The challenge will be to do with the structure of the data and any differences between Excel and SQL Server.

3 Excel files may contain individual tables (which are extracts from the SQL database? - it doesn't say this in your post so I'm guessing) and it may be as simple as replacing the connection line in each query to use

Sql.Database

with appropriate parameters, instead of 

Excel.Workbook

If that was the case, happy days but I suspect it won't be so straightforward.

Helpful resources

Announcements
FabCon and SQLCon Barcelona 2026

FabCon & SQLCon – Barcelona 2026

Join us in Barcelona for FabCon and SQLCon, the Fabric, Power BI, SQL, and AI community event. Save €200 with code FABCMTY200.

Fabric Community Sticker Design Challenge Barcelona Carousel

Fabric Community Sticker Challenge - Barcelona 2026

If you love stickers, then you will definitely want to check out our community sticker challenge, Barcelona edition!

July Power BI Update Carousel

Power BI Monthly Update - July 2026

Check out the July 2026 Power BI update to learn about new features.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.