Keep Relationship Model and visualizations changing the Data Source

[Anonymous]

Hi everyone!

I've been reading our forums for a long and getting a lot of help from your wisdom but this is my first ask. 

My org has an important report whose Data Sources are Salesforce and a CSV (using the Certified Connectors). We are implementing a Data Warehouse (Azure) and I have to change my data source to this Data Warehouse to get the same data from it and keep the same report. 

Is possible to change the Data Source keeping the same data models, relationships and visualizations? Or is it not possible because it is a completely different data source? 

I'm not using DirectQuery or nothing like that, i'm still learning about parameters and advanced editor but I don't manage with it yet. 

Thanks in advance! 🙂

[Anonymous · Accepted solution]

@Anonymous Thank you so much! I was afraid that solution would go in that way. I'm going to do a test with a draft file to train myself. To connecting to SQL data bases, do you recommend using DirectQuery instead of certified connectors? 

Thanks again! 🙂

[v-lid-msft · Accepted solution]

Hi @Anonymous ,

Before try to change the source of data in Power Query Editor, it is important to do a backup of entire pbix file.

You can open the Advanced Editor in Power Query Editor, then change the first several source query, and remove some step may occor error, like following pictures, I have a excel and sql database which have same data model, but excel have two empty column, after I change the source to SQL Server, I delete the steps because there are no this two columns in SQL database.

And you can refer the following document to learn more about difference between the DirectQuery and Import Mode.

https://docs.microsoft.com/en-us/power-bi/desktop-storage-mode

https://docs.microsoft.com/en-us/power-bi/desktop-directquery-about

Best regards,

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

[Anonymous]

Hello Laura. From what I know, you can change the data source as long as the structure of the table is still the same. You can change it in advance editor in power query. Hope it helps!

[Anonymous · Accepted solution]

@Anonymous Thank you so much! I was afraid that solution would go in that way. I'm going to do a test with a draft file to train myself. To connecting to SQL data bases, do you recommend using DirectQuery instead of certified connectors? 

Thanks again! 🙂

[v-lid-msft · Accepted solution]

Hi @Anonymous ,

How about the result after you follow the suggestions mentioned in my original post?Could you please provide more details about it If it doesn't meet your requirement?

Best regards,

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

[Anonymous]

Thank you so much @v-lid-msft !! Sorry for the delay, I've been out of work for a week 🙂

I really apreciate your response and the level of details, it helps me a lot. Now I understand that I have to check every step and every change that I made in the model in order to avoid every possible error, especially in Excel Data. I hope SQL Database wouldn't involve so much trouble!

I haven't implemented yet, but I'll follow your advices.

Thank you again for your time and kindness. 

Best Regards!

[v-lid-msft · Accepted solution]

Hi @Anonymous ,

Before try to change the source of data in Power Query Editor, it is important to do a backup of entire pbix file.

You can open the Advanced Editor in Power Query Editor, then change the first several source query, and remove some step may occor error, like following pictures, I have a excel and sql database which have same data model, but excel have two empty column, after I change the source to SQL Server, I delete the steps because there are no this two columns in SQL database.

And you can refer the following document to learn more about difference between the DirectQuery and Import Mode.

https://docs.microsoft.com/en-us/power-bi/desktop-storage-mode

https://docs.microsoft.com/en-us/power-bi/desktop-directquery-about

Best regards,

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