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Repeating reports from different data sets

Hi all,

 

I'm using PowerBI Desktop to create reports for a software platform that we sell. Reports are based on ~10 csv files that we export from the platform. I'm pretty new to PowerBI and looking for the best way to make this scalable, with as little manual work each time.

 

The report is great as a one off. But... we need to repeat the report each month, and for a growing number of customers, each time with a new set of csv files.

 

Currently I can refresh the report by changing the source for each csv, replacing them with new ones, and each time saving the report as a new .pbix file. I'm sure there's a more sensible way to be doing this.

 

Any suggestions would be gratefully received!

 

Jon

1 ACCEPTED SOLUTION

Accepted Solutions
Microsoft
Microsoft

Re: Repeating reports from different data sets

@JML

 

For your requirement, you can create Query Parameter to set a dynamic data source. Please refer to sample below:

 

11.PNG

 

22.PNG

 

1. Create a File Name parameter.

 

33.PNG

 

2. Modify the Power Query in Advanced Editor.

 

44.PNG

 

3. Then you can get a dynamic dataset based on selection in Query Paramete (you need to Apply Changes after select):

 

55.PNG

 

66.PNG

 

 

77.PNG

 

Regards,

 

View solution in original post

3 REPLIES 3
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Community Champion
Community Champion

Re: Repeating reports from different data sets

You can use " From Folder" option as a data source or Creating Parameters. 

 

In From Folder option, You just have to replace the old files with new files. Please Watch this VIDEO for more on this.

 

For use of Parameters, Please see this BLOG.

 

 

 

Thanks & Regards,
Bhavesh

Love the Self Service BI.
Please use the 'Mark as answer' link to mark a post that answers your question. If you find a reply helpful, please remember to give Kudos.
Microsoft
Microsoft

Re: Repeating reports from different data sets

@JML

 

For your requirement, you can create Query Parameter to set a dynamic data source. Please refer to sample below:

 

11.PNG

 

22.PNG

 

1. Create a File Name parameter.

 

33.PNG

 

2. Modify the Power Query in Advanced Editor.

 

44.PNG

 

3. Then you can get a dynamic dataset based on selection in Query Paramete (you need to Apply Changes after select):

 

55.PNG

 

66.PNG

 

 

77.PNG

 

Regards,

 

View solution in original post

Highlighted
New Member

Re: Repeating reports from different data sets

Thanks for the replies - that solution works - just took a while to work through for a novice. Thanks!

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