Simply, I want to have one PowerBI template that I can apply to multiple excel files and multiple sheets (i.e. excel files are the same except for sheet names and file names).
This does not work smoothly.
I have created a template with all the required queries and applied steps (i.e. remove rows, make row as column heading, change some collumn headings).
The issue arrises when I try to change the data source. There are a errors that arise and I cant seem to resolve them. Also, when i select the new data source the sheet name fails to change. (i.e. i change the "Source" and i change the "Navigation" to the correct sheet, however the sheet name on the left hand side of the screen does not update to reflect newly-selected sheet.)
Is the creation of a template and workflow (i.e. "applied steps") the right way to go about applying the same PBI file to multiple data sources?
I strong recommend you to create tables in your excel files.
That way you will not work with the sheets itself, but with the tables that you created.
Like that, you can work with multiple excel files.
Particularly, i've done this way so far.
I'm not sure if a template is the best way. From what I'v read, it sounds like the template feature was intended to use with one data model and share the template with others for them to create pbix files from the same dataset. I experimented with a template once, but it didn't seem to suit my needs at the time and so I haven't used them since. So, I'm sorry I'm not much help.
I'm currently having issues using PowerBI Desktop (actively working very hard to try to fix that issue). Meanwhile, I have this same need - to change the data source for an existing report. Is there any way to do this that does not require use of the PowerBI Desktop application?