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IamTDR Regular Visitor
Regular Visitor

Power BI Dataset in Excel (Change Source Help)

Morning

Last fiscal year I used a Power BI report that I created, published to BI Services, and then connected to an Excel workbook.

 

Within my Excel workbook I need to change the dataset source from prior year to the new upcoming year.  I cannot find where I can change my source.  Hoping I dont need to recreating a new excel file.

 

THanks in advance.

1 ACCEPTED SOLUTION

Accepted Solutions
IamTDR Regular Visitor
Regular Visitor

Re: Power BI Dataset in Excel (Change Source Help)

Figured this out on my own. Writing a quick answer to help others in the future.

 

1.  Within your Excel file, connect to the new BI dataset via the tab 'Power BI' and field 'Connect to Data'.

2.  Go to each pivot table and update the source to the new BI dataset

3.  You can now delete the old BI dataset.

View solution in original post

1 REPLY 1
IamTDR Regular Visitor
Regular Visitor

Re: Power BI Dataset in Excel (Change Source Help)

Figured this out on my own. Writing a quick answer to help others in the future.

 

1.  Within your Excel file, connect to the new BI dataset via the tab 'Power BI' and field 'Connect to Data'.

2.  Go to each pivot table and update the source to the new BI dataset

3.  You can now delete the old BI dataset.

View solution in original post

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