Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.
Good day!
A PowerBI dashboard is established using a Salesforce report_A as data source. Columns and Measures are added to A for visuals (Visual_a).
Now I want to build Visual_b and Visual_c, which shall look the same, but data sources are different, i.e. using Salesforce report_B and Salesforce report_C.
What would be the most convenient way to duplicate the added columns and measures in Salesforce report_A to Salesforce report_B and Salesforce report_C?
Thank you.
Solved! Go to Solution.
Hi @JohnnyK
Save Report_A as a template : File->Save as->Save as type = Power BI Template.
This will save the visuals, tables, measures and columns into a file that can then be opened and in which you can replace the data source.
You can open the template file as many times as you need to create new reports.
Regards
Phil
Proud to be a Super User!
@PhilipTreacy, thank you!
By the way, in the given scenario, is there a convenient way to have Visual_a, Visual_b and Visual_c in the same .pbix? (by using template, I can only save them into 3 different .pbix)
Hi @JohnnyK
Yes you can select the visual then copy/paste into another PBIX. If the underlying data structures are the same it'll just pick up the data.
Regards
Phil
Proud to be a Super User!
Hi @JohnnyK
Save Report_A as a template : File->Save as->Save as type = Power BI Template.
This will save the visuals, tables, measures and columns into a file that can then be opened and in which you can replace the data source.
You can open the template file as many times as you need to create new reports.
Regards
Phil
Proud to be a Super User!
Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City
Check out the April 2024 Power BI update to learn about new features.
User | Count |
---|---|
97 | |
96 | |
81 | |
74 | |
66 |
User | Count |
---|---|
126 | |
106 | |
105 | |
86 | |
72 |