Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Earn the coveted Fabric Analytics Engineer certification. 100% off your exam for a limited time only!

Reply
Anonymous
Not applicable

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
v-danhe-msft
Employee
Employee

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

 

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.

View solution in original post

3 REPLIES 3
v-danhe-msft
Employee
Employee

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

 

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.
Anonymous
Not applicable

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

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.

Helpful resources

Announcements
April AMA free

Microsoft Fabric AMA Livestream

Join us Tuesday, April 09, 9:00 – 10:00 AM PST for a live, expert-led Q&A session on all things Microsoft Fabric!

March Fabric Community Update

Fabric Community Update - March 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors
Top Kudoed Authors