Forum Discussion

AlexAlberga727's avatar
AlexAlberga727
Resolver II
5 years ago
Solved

What to do when a Templates changes?

Hello everyone!   Thanks for taking a minute to review my inquiry.    I have been building out a massive PBIX over the last year for the company I work with. For some of the reporting I handle I ...
  • edhans's avatar
    5 years ago

    That will require significant changes AlexAlberga727 to your Power BI report. If the columns are changing, order and it is in an Excel table, that is no big deal, but if columns are added and removed, renamed, or it is not an Excel table but a grid of data on a spreadsheet, chances are it will fundamentally break.

     

    The way to do this is to get a copy of the new template and later the PBIX file to handle that via the Power Query transformations so everything that ultimately loads to the model is as the model expected it. That will prevent visuals and measure from breaking.

    Then publish the report with the updates at the same time the template file also changes.

  • Jimmy801's avatar
    5 years ago

    Hello AlexAlberga727 

     

    this could be easy and really difficult, depending what in the template changes and how you would like to prepare for such changes in the future. But without knowing what exactly is changing and seeing your code, it's difficult to say any further. What you also have to consider is this: you have to read data from new and old template or in future only for new template. Think of how you are able to distinguish them and then apply the needed changes only to sheets of the new template in order to get them the same as the old template.

     

    A thought when it comes to column name changes:

    If there are column name changes, you might consider to rename them so you can be sure that your names of fields will not changes. This you could achive by creating a 2 column table with old and new column and use this information for renaming.


    If this post helps or solves your problem, please mark it as solution (to help other users find useful content and to acknowledge the work of users that helped you)
    Kudoes are nice too

    Have fun

    Jimmy