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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?
Solved! Go to Solution.
Hi @Anonymous ,
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
Hi @Anonymous ,
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
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?
Hi @Anonymous ,
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