replace one table with a merged identical table

Hi 12Bowers12 ,

I've had a look through your conversation with Greg_Deckler and feel that you both may be missing a trick here.

I am assuming that you want to copy and paste your data from Excel to PBI because you don't want PBI data to change if the Excel workbook is updated and saved, right?

If so, then create a new query connecting to your Excel file as normal. When the table has loaded, right-click on the table/query name and uncheck 'Include in report refresh'. This will prevent this query from going back to the Excel source and getting updates.

Call this new query 'New York' and you're done.

Apologies if I've misunderstood your requirements.

Pete

Thank you, Pete,

Based on your advice, I uncheck 'Include in Report Refresh' to cut off the dependency on the Excel data source. Since there is an existing table 'New York', I just delete the existing table 'New York' and rename the new table as 'New York'. Then I recreate the visuals based on the new table 'New York'.

The reason I want to cut off the dependency of the table 'New York' on the Excel data source is that the clouds don't allow to set up scheduled refresh due to credential issue.

By the way, what's difference between 'Include in Report Refresh' and 'Enable Load'?

Appreciate your help and Greg's help.

Dennis

12Bowers12 Include in report refresh prevents the query from reaching out to the source. Enable load loads the data into the data model. So, for example, for intermediate queries that feed a main query, you want to disable load but leave the include in report refresh so that those queries still feed the data to the main query. And BA_Pete is correct about turning off refresh query, I guess I didn't go there because the question was about copying and pasting.