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I have a Power BI Dataset that I have published with clients who will require a sales campaign (Example).
Client | Campaign | ClientID |
Freds Electrical | Solar | 15 |
Joes BBQ | Burgers | 25 |
Randys Cleaners | Detergent | 50 |
Within Excel I have grabbed this dataset from the Power Platform > Power BI option and created a Table.
I have then added a new column called "Status" that will be used for salespeople to come into the Excel document and update the status of the campaigns.
Client | Campaign | ClientID | Status |
Freds Electrical | Solar | 15 | Lead |
Joes BBQ | Burgers | 25 | Closed |
Randys Cleaners | Detergent | 50 | In Progress |
Here is my issue: If a new client is added or an exising client is removed from the Power BI Dataset and the Excel table is refreshed, the data manually entered into the "Status" column no longer is associated to the original row.
Client | Campaign | ClientID | Status |
Danielles Dancing | Ensemble | 75 | Lead |
Joes BBQ | Burgers | 25 | Closed |
Randys Cleaners | Detergent | 50 | In Progress |
For example, if Freds Eletrical was removed and Danielles Dancing was added, the status "Lead" for Freds Electrical is not removed and stays in the same row, thus making the status for Danielles Dancing incorrect.
How can I get this "Status" column in Excel with a manual entry to be associated to the ClientID so if/when data changes the Status can appropriately match the client?
Short answer: You can't.
Long answer: You would need to find a way to write back from Excel into the Power BI dataset's semantic model's data source. For example with a VBA macro that writes your comments into the SQL Server database table that is the source for Power BI. Technically possible but quite complex and horrible UX.