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mdewitte Frequent Visitor
Frequent Visitor

How do I use the report format I have created with different excel data sheets?

Hey guys,

 

I am currently working on a project with my company using PowerBI and am approaching my first roadblock.  I have designed a format for the report that I want to use and then extract via a PDF.  However, the problem is I need to use this same format for multiple countries that we have the data for.  The data in every excel file is the same format, and I just want to be able to keep the format uniform, while being able to easily just upload the new excel file into it.  How do I go about doing this?

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: How do I use the report format I have created with different excel data sheets?

Hi @mdewitte ,

From your description, you could refer to using template in power bi:

https://www.powerbitutorial.org/tutorials/power-bi-templates/

You could use it to store your default format and apply it for different data.

 

Regards,

Daniel He

 

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
3 REPLIES 3
Community Support Team
Community Support Team

Re: How do I use the report format I have created with different excel data sheets?

Hi @mdewitte ,

From your description, you could refer to using template in power bi:

https://www.powerbitutorial.org/tutorials/power-bi-templates/

You could use it to store your default format and apply it for different data.

 

Regards,

Daniel He

 

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

Re: How do I use the report format I have created with different excel data sheets?

Hey Daniel @v-danhe-msft 

 

 I think this template route is what I need, however, when I saved my file as a template, I then uploaded it and it still contained the data from my previous excel file.  How do I get it to be able to switch datasets but maintain the exact template?

Community Support Team
Community Support Team

Re: How do I use the report format I have created with different excel data sheets?

Hi @mdewitte ,

It is decided by how you connect data, you could refer to below blog about sql server:

https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/

 

Regards,

Daniel He

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