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Deez Frequent Visitor
Frequent Visitor

Ideas on how to automate manual pbix preparation steps

Hi All,

 

I have a pbix file that needs to be prepared before deploying.

 

Scenario: 

I have 1 pbix that contains a full list of sheets with specific views

The views are seperated by blank seperator sheets. 

I need to split the above app into 3 pbix files based on these specific groups

 

Example:

Sheet No.Sheet NameNew .PBIX File
Sheet1<< Administration View >> 
Sheet2AdminView1Administration.pbix
Sheet3AdminView2Administration.pbix
Sheet4AdminView3Administration.pbix
Sheet5<< Finance View >> 
Sheet6FinanceView1Finance.pbix
Sheet7FinanceView2Finance.pbix
Sheet8FinanceView3Finance.pbix
Sheet9FinanceView4Finance.pbix
Sheet10FinanceView5Finance.pbix
Sheet11<< Sales View >> 
Sheet12SalesView1Sales.pbix
Sheet13SalesView2Sales.pbix
Sheet14SalesView3Sales.pbix
Sheet15SalesView4Sales.pbix
Sheet16SalesView5Sales.pbix

 * Sheet Names enclosed with << >> are just blank seperator sheets to assist when manually spliting the file.

 

If I was to prepare a file for Administration:

 

1 - Open the main App with ALL views

2 - Delete sheets that are not applicable to the view

  a-  i.e. for Administration.pbix, I will only keep sheets 2,3,4 and delete the rest of the sheets

3. Select the First sheet so that the app opens here

4 - Removing a page filter for a specific field if there is a filter applied to that field.

  a - i.e PageFilter on CountryID = "18" > if there is and Page Filter on this field, it needs to be removed

5. Save As Administration.pbix

 

I would then do the same steps for Finance & Sales.

 

Is there any way to automate these steps either in PowerBI.com or via an external script or macro? 

1 ACCEPTED SOLUTION

Accepted Solutions
v-yulgu-msft Super Contributor
Super Contributor

Re: Ideas on how to automate manual pbix preparation steps

Hi @Deez ,

 


The table pasted above represents the actual sheets/tabs structure in my PowerBI App, not separate data sources:

PBISheets.PNG

 

 

Is there a way to run some sort of script or macro etc. to get this done programatically?


I'm afriad it is not supported by now.

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
4 REPLIES 4
v-yulgu-msft Super Contributor
Super Contributor

Re: Ideas on how to automate manual pbix preparation steps

Hi @Deez ,

 

Using Query Parameter to dynamically load data source might be a workaround.

Deep Dive into Query Parameters and Power BI Templates

Power BI Desktop Query Parameters, Part 1

 

Regards,

Yuliana Gu

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

Re: Ideas on how to automate manual pbix preparation steps

Hi @v-yulgu-msft ,

 

Thank you for your response and for looking into this!

 

It is an interesting article but unfortunately I don't think it will assist with my requirements.

 

The table pasted above represents the actual sheets/tabs structure in my PowerBI App, not separate data sources:

PBISheets.PNG

 

 

Is there a way to run some sort of script or macro etc. to get this done programatically?

v-yulgu-msft Super Contributor
Super Contributor

Re: Ideas on how to automate manual pbix preparation steps

Hi @Deez ,

 


The table pasted above represents the actual sheets/tabs structure in my PowerBI App, not separate data sources:

PBISheets.PNG

 

 

Is there a way to run some sort of script or macro etc. to get this done programatically?


I'm afriad it is not supported by now.

 

Regards,

Yuliana Gu

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

Re: Ideas on how to automate manual pbix preparation steps

Not the answer I was looking for but thanks for letting me know. There should be a better way to easily manage your sheets with a quick and easy way to rename/hide/delete etc.

 

I guess I should submit as an idea.

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