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Chateaux83 Regular Visitor
Regular Visitor

Create new report without overwriting the dataset

Dear Community, 

 

this has been addressed already but I have not found a satisfactory answer yet. 

 

Is it possible to create a report (obviously from a dataset "A") and then upload without having this action creating a different dataset "B"

This is a problem, since the moment the new dataset "B" is generated, the report is not linked to "A" anymore - and "A" is the one which is regularly updated with new data. 

 

Is there a solution for this?

 

Many thanks in advance for any hint! 

 

Kind Regards,

Luca

3 REPLIES 3
tmeag Frequent Visitor
Frequent Visitor

Re: Create new report without overwriting the dataset

Yes, it's absolutely possible. Go to the "Datasets" Tab in the workspace where the dataset is located. Then click on the "+" button (on the dataset row) indicating "create new report". Then save the report - it will be linked with the same dataset (you can control it by checking the related items of the dataset). Now you can download the .pbix file of the newly created report and edit it in the power bi desktop. 

 

Kind regards

Chateaux83 Regular Visitor
Regular Visitor

Re: Create new report without overwriting the dataset

Hi Tmeag,

 

thanks for the quick reply!

 

I see what you mean, but I miss one key step - maybe I did not fully explain myself.

I can follow yuor steps, get a PBIX generated from the right report, but then when I publish it - that is the moment when I loose the connection to the dataset (since another one is created). 

So if I made any changes in the PBIX with the desktop version, those are reflected in the new report of course - but this new report is not linked to the old dataset anymore. 

 

Which is a problem since I need to do this regularly, and what I am trying to do is to have a 'template report' which stays linked to the same database, and which I can edit when required (without creating a new dataset for any new version which I publish).

 

Hope I explained myself better 🙂 

 

Luca

tmeag Frequent Visitor
Frequent Visitor

Re: Create new report without overwriting the dataset

Hi Luca,

 

I think I have understood what you want to achieve. I think you need a "live connection" dataset. Please refer to the following documentation:

 

https://docs.microsoft.com/en-us/power-bi/desktop-report-lifecycle-datasets

 

With kind regards

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