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Frequent Visitor
Posts: 3
Registered: ‎12-04-2018
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Data Source Changing Where New Excel File Has More Columns Without Disrupting Existing Dashboards

Hi all,

 

I'm looking to change the data source (excel file) that is currently connected to my BI model (reports & graphs & dashboards). I created a similar excel file as the previous one but with more columns in different locations as compared to the old file. Ideally I wanted to put in drop downs in the new excel file so that users can update it accordingly and then feed this information into BI.

 

I want to know how I can get BI to incorporate this new data without losing all my previous dashboards and how I can get BI to point to a specific sheet in the excel file.

 

Thanks.

Sarmad


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Community Support Team
Posts: 1,904
Registered: ‎07-10-2018

Re: Data Source Changing Where New Excel File Has More Columns Without Disrupting Existing Dashboard

Hi @smahmood,

 

The data model will pick the new columns up. However for the dashaboard, you should add the new columns to the visual manully and republish the report the service. Then the dashboard will be updated.

 

Regards,

Frank

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

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Frequent Visitor
Posts: 3
Registered: ‎12-04-2018

Re: Data Source Changing Where New Excel File Has More Columns Without Disrupting Existing Dashboard

Is this even possible?

Community Support Team
Posts: 1,904
Registered: ‎07-10-2018

Re: Data Source Changing Where New Excel File Has More Columns Without Disrupting Existing Dashboard

Hi @smahmood,

 

Based on my test, adding columns in excel will not disrupt existing dashboards. And you can refresh the datset as normal, also the new columns will be imported to the data model. If any other question, feel free to let me know.

 

Regards,

Frank

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Frequent Visitor
Posts: 3
Registered: ‎12-04-2018

Re: Data Source Changing Where New Excel File Has More Columns Without Disrupting Existing Dashboard

Hi @v-frfei-msft,

 

Thanks for the reply. So let's say for example, I have an excel work book with x number of columns. Next I make an updated work book with multiple sheets, one of these sheets is almost identical to the original excel work book, although this sheet has more columns and data in it as compared to the original.

 

Will my data models be able to pick this up and utilize the new workbook with the updated data and as a result I get to keep my dashboards updated with my new data.

 

If so, how is this done?

 

Thanks

Community Support Team
Posts: 1,904
Registered: ‎07-10-2018

Re: Data Source Changing Where New Excel File Has More Columns Without Disrupting Existing Dashboard

Hi @smahmood,

 

The data model will pick the new columns up. However for the dashaboard, you should add the new columns to the visual manully and republish the report the service. Then the dashboard will be updated.

 

Regards,

Frank

Community Support Team _ Frank
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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Community Support Team
Posts: 1,904
Registered: ‎07-10-2018

Re: Data Source Changing Where New Excel File Has More Columns Without Disrupting Existing Dashboard

Hi @smahmood,

 

Does that make sense? If so, kindly mark my answer as a solution to close the case.


Regards,
Frank

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