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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Template using excel files

Hello,   I am new to power bi and just now learning about templates.  I have imported a few csv files into my project.  I now want to be able to export a template so that anyone in my comany can im...
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  • v-juanli-msft's avatar
    v-juanli-msft
    6 years ago

    Hi Anonymous 

    Or follow the document below

    https://www.seerinteractive.com/blog/how-to-create-a-power-bi-template/

     

    As tested, it works.

    Please uncheck the "required" option and use parameter in your connection query.

    Then close&&apply, go to report view, creat visuals.

    when save, select "save as "->***.pbit

    Best Regards
    Maggie
    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous's avatar
Anonymous
Not applicable
6 years ago

camargos88 

The parameter is set up as a text and the Current value is the csv file.  When opening the template it then promps you to enter a new file location. 

The source of my file is an excel workbook with the file contents of the file location.

camargos88's avatar
camargos88
Community Champion
6 years ago

Anonymous ,

 

It looks like correct, can you share your m code ?

Also the data structure is the same for all the inputed files ?

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    camargos88 

    The data structure is the same for all of the files.

     

    • camargos88's avatar
      camargos88
      Community Champion
      6 years ago

      Are you export the template as template ?

      As soon it opens you input the filepath and it keep the model file, not the given path ?

    • v-juanli-msft's avatar
      v-juanli-msft
      Community Support
      6 years ago

      Hi Anonymous 

      You can create a query like

      (filename as text)=>
let
    Source = Csv.Document(File.Contents("*******your file location\"&filename&".csv"),[Delimiter=",", Columns=2, Encoding=65001, QuoteStyle=QuoteStyle.None]),
    #"Promoted Headers" = Table.PromoteHeaders(Source, [PromoteAllScalars=true]),
    #"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"date", type date}, {"value", Int64.Type}})
in
    #"Changed Type"

       

      Best Regards

      Maggie

    • v-juanli-msft's avatar
      v-juanli-msft
      Community Support
      6 years ago

      Hi Anonymous 

      Or follow the document below

      https://www.seerinteractive.com/blog/how-to-create-a-power-bi-template/

       

      As tested, it works.

      Please uncheck the "required" option and use parameter in your connection query.

      Then close&&apply, go to report view, creat visuals.

      when save, select "save as "->***.pbit

      Best Regards
      Maggie
      Community Support Team _ Maggie Li
      If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.