Forum Discussion
Can we update the dataset without deleting and adding again?
- 11 years ago
Typically, I work with Excel or Power BI Desktop programs and build my data model there. You can, under specific circumstances, add a column for instance and the next time you refresh, it will be added to your data model. This does not tend to work if you create calculated columns. You have to remove the calculated columns and then refresh and then add the columns back.
If you do it this way, update the data model and then load the PBIX or Excel file and overwrite the old data set, you will not break all of your reports, dashboards, etc.
Typically, I work with Excel or Power BI Desktop programs and build my data model there. You can, under specific circumstances, add a column for instance and the next time you refresh, it will be added to your data model. This does not tend to work if you create calculated columns. You have to remove the calculated columns and then refresh and then add the columns back.
If you do it this way, update the data model and then load the PBIX or Excel file and overwrite the old data set, you will not break all of your reports, dashboards, etc.
- kpatterson211 years agoAdvocate II
I am working with my data model in Excel using Power Query and uploading that into PowerBI.com. My data source is an Azure SQL database. I haven't figured out how to refresh it to see the new column, it just keeps refreshing the data but not the schema changes. Are you using Power Query? I've been going to the "Recent Sources" icon and then selecting my Azure db connection and finding the table with the changes and reloading it into the model, in which it adds it with a new name, like "Customers (2)" since I already have "Customers." Then I delete "Customers" and change "Customers (2)" to "Customers" and add back in any calculated columns. Maybe there's an option I'm not seeing?
You can overwrite the dataset in PowerBI.com? For me I have only seen it add a new dataset with the same name. And then I have to recreate the dashboard.
- Greg_Deckler11 years agoCommunity Champion
If you have custom columns, it will never update the schema, you have to get rid of those first. Get rid of your custom columns first, then just refresh, don't create a new query, should plop your new columns in, add calc columns back.
I've never really had success doing what you are doing, something about the rename process just doesn't really work well in my experience.
- kpatterson211 years agoAdvocate II
Oh my gosh that worked! Just had to delete the custom columns first, if any exist. I didn't really think I had any because I was thinking in terms of calculated columns, but it had added columns in for the relationships.
Other people have told me the same thing about adding a new table and deleting the old one and renaming- that it didn't work for them. But it's not really a better method, still have to add any custom columns in.
- Deborah19829 years agoNew Member
Hi,
Are you saying that if I have a calculated field, there is no way I can update them with new data?
For example:
I have an excel with 4 tabs: 2013 - 2014 - 2015 - 2016
I have uploaded those 4 tabs in BI. I have append all tables into 1 big table. So I have all data from year 2013-2016.
I have added some columns with calculations. For example to calculate total profit, total proc price, etc......
This is working perfectly.
I have now next tab in xls: 2017
I have uploaded this in BI, and append in the big table. This was all working BUT the extra fields I had created does not contain any data for 2017 (total sales, total profit, etc....).
How can I change this without deleting the whole column and create this again?
There are a lot of charts and tables created with special filters, if I have to create the columns all over again, each time I have new data, it will consume a lot of time, if I take the wrong title, all my charts/tables will be corrupted.
Do you have a solutions for me?
Kind regards
Deborah
- Deborah19829 years agoNew Member
Hi,
Are you saying that if I have a calculated field, there is no way I can update them with new data?
For example:
I have an excel with 4 tabs: 2013 - 2014 - 2015 - 2016
I have uploaded those 4 tabs in BI. I have append all tables into 1 big table. So I have all data from year 2013-2016.
I have added some columns with calculations. For example to calculate total profit, total proc price, etc......
This is working perfectly.
I have now next tab in xls: 2017
I have uploaded this in BI, and append in the big table. This was all working BUT the extra fields I had created does not contain any data for 2017 (total sales, total profit, etc....).
How can I change this without deleting the whole column and create this again?
There are a lot of charts and tables created with special filters, if I have to create the columns all over again, each time I have new data, it will consume a lot of time, if I take the wrong title, all my charts/tables will be corrupted.
Do you have a solutions for me?
Kind regards
Deborah