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Regular Visitor

how can i create a dataset to use as a template for all my reports?

Hello, I'm very new to PBI and I'm trying to create a dataset with all my dax expressions (for example, GlobalSales = sum (sales)). This was a simple example, but the idea is to have a dataset with all the expressions gathered for those who are going to create a report, use this dataset and do not run the risk of making a mistake.

 

The challenge here is that I would like this dataset to come from a ready-made report (as this way I know that the expressions have already been validated and are correct)

 

what would be the best way to do this?

 

Thanks in advance

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Community Support
Community Support

Re: how can i create a dataset to use as a template for all my reports?

HI @dufacc,

If these different datasets have the same data structure(field amount, name, type), you not need any operations except parameter your connection string with query parameter and save it as a template. Then you can change connection strings to generated different reports.

If they have different data structures, you can create custom functions on the query editor side to transform your data structure(e.g. extract specific field, rename fields, change types) to convert them as default formats so that raw dax formulas can be worked on new records.

Regards,

Xiaoxin Sheng

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

View solution in original post

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Super User V
Super User V

Re: how can i create a dataset to use as a template for all my reports?

That's not what templates are for.  

 

Look at the "promoted" and "certified"  dataset process.  There you can create data models and measures that you can then mark as the system of record for all developers to base their reports  on.

Highlighted
Community Support
Community Support

Re: how can i create a dataset to use as a template for all my reports?

HI @dufacc,

If these different datasets have the same data structure(field amount, name, type), you not need any operations except parameter your connection string with query parameter and save it as a template. Then you can change connection strings to generated different reports.

If they have different data structures, you can create custom functions on the query editor side to transform your data structure(e.g. extract specific field, rename fields, change types) to convert them as default formats so that raw dax formulas can be worked on new records.

Regards,

Xiaoxin Sheng

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

View solution in original post

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