Forum Discussion
Global Template for different reports
Hello all,
I have built a pbix file with different report pages. The data of this report are on a SQL server. So far so simple. But now the case is that we have many different customers and for each of these customers there is a separate database on the SQL server. The structure and naming of the data, tables and columns etc. is always the same. This means, for example, that the fact table is always named the same and also the column names are always the same, only the data values are of course always different.
Now I would like to offer the same Power BI report for each of these customers. So always with the same visuals and report pages (everything exactly like the created pbix file). Is there any way to create this pbix file as a global template, so that when I make a change, error, etc., I only need to change the template file and then this change will affect all other reports?
FYI, I publish the reports all through Power BI Desktop and then have distributed them to customers through app.powerbi.com.
Thanks for your help and best regards!
Hi, Janush
You can try the following steps to create a template:
1. Create a general report
2. Create a parameter to store the data source list (and set the default value)
3. Switch the original data source URL to the created parameters in Datasource settings
4. Save the pbix as pbit file
When you open a report template, a dialog appears that asks for values for datasource parameters defined in the report the template is based on. After select the corresponding data source parameters to access the corresponding data source. After saving it as a new pbix report, you can publish it to the service. However, you still need to manually configure the gateway data source on the service.Please refer to the following links for more details.
Create and use report templates in Power BI Desktop
https://databear.com/power-bi-desktop-parameters-and-templates/
Best Regards,
Community Support Team _ Eason
1 Reply
- v-easonf-msft
Community Support
Hi, Janush
You can try the following steps to create a template:
1. Create a general report
2. Create a parameter to store the data source list (and set the default value)
3. Switch the original data source URL to the created parameters in Datasource settings
4. Save the pbix as pbit file
When you open a report template, a dialog appears that asks for values for datasource parameters defined in the report the template is based on. After select the corresponding data source parameters to access the corresponding data source. After saving it as a new pbix report, you can publish it to the service. However, you still need to manually configure the gateway data source on the service.Please refer to the following links for more details.
Create and use report templates in Power BI Desktop
https://databear.com/power-bi-desktop-parameters-and-templates/
Best Regards,
Community Support Team _ Eason