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warrencowan's avatar
warrencowan
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9 years ago

Merge datasets into single report or use dataset as source

I'm querying Salesforce for a very specific email activity report, which only reports the details of the email activity of the user who is running the report at the time. It's daft, but nooone can ge...
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Anonymous's avatar
Anonymous
Not applicable
9 years ago

Hi warrencowan,

I don’t think you can use an automatic method to merge datasets into a single report. You would need to copy query of each PBIX file to a single central PBIX file, then create reports using queries in the  central PBIX file.

Thanks,
Lydia Zhang

warrencowan's avatar
warrencowan
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9 years ago

Thanks for replying Lydia. The queries themselves dont actually contain the credentials used to access salesforce though. I thought they are stored in the global permissions or the permissions for the pbix file.

 

Or are you saying there is a query for the overal pbix file. If so, do you think you could elaborate on where to find that?

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    9 years ago

    Hi warrencowan,

    You can copy entire table in Query Editor of each PBIX file with different credentials and paste the data of each table to Excel file, then connect to the Excel file from a new PBIX file.

    Thanks,
    Lydia Zhang

    • warrencowan's avatar
      warrencowan
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      9 years ago

      do you mean paste as in a static one time copy paste, or are you saying that excel can query the individual pbix files as data sources.

       

      a one time export isnt going to help unfortunately as this a comstanty updating report.

       

      if you mean the latter i must confess i am unfamiliar with excels ability to query powerbi

      • warrencowan's avatar
        warrencowan
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        9 years ago

        ok lydia scrub that last comment. ive just read up on excel querying powerbi. completely missed that release. i will try that out and report back.