Forum Discussion

lyaa's avatar
lyaa
Regular Visitor
3 years ago

need help please - updating existing report

*new PBI user* **extremely basic knowledge**

Hi there - I am trying to update a exisiting pbi report. It contains all old numbers and the new excel file has the updated numbers.

 

There are a lot of visuals in the exisiting dashboard and I don't want to go through the hassle of creating and implementing them as well. 
I want to know whats the best way to go about this? should I overwrite the old file with the new file using the same name. only concern is i dont want the old query to get deleted because then I wont know what steps were taken to edit the query.

 

I basically need to have the same visuals just update the raw numbers so that the dashboard can be looked at by others. thank you.

1 Reply

  • KT_Bsmart2gethe's avatar
    KT_Bsmart2gethe
    Impactful Individual

    Hi lyaa ,

     

    There are many way people structure their queries and visuals. It is quite a challenge to advise you at such a high level.

     

    If the new source file has the same format and structure to the existing one, and all you need is to re-pointing the filepath to the new one.

     

    Power BI Desktop - Change source data setting:

    Home > Transform Data > Change Source Settings

     

     

    Regards

    KT