Creating a Copy of a Existing Report in Same Workplace

[JC_24]

Hi everyone,

I have a report linked to a semantic model which is linked to 3 excel files that live in a sharepoint site. I would like to create a copy of the report and simply change 1 of the linked excel files to a new one but maintain the other links to the new copy of the report. Essentially having V1 and V2 of a report with the only difference being a slightly different dataset. In fact the new excel file I would like to link is exactly the same format as the previous excel but simply has different data in the same format. 

What would be the easiest way to go about this?

Thanks in advance - JC

[MattB-Motive · Accepted solution]

Hi @JC_24

You'll need to create a new semantic model. You could try these steps (assuming that V1 of the report is in the Service):

1. Download the PBIX file from the Service (File > Download this file)
2. Open Power Query (Transform Data)
3. Select the query that relates to the Excel file you need to change
4. Change the relevant query step to the new Excel file path/name
5. Test the changes (should be simple if formats are the same) 
6. Save the file with a new name ...V2.pbix
7. Publish to Workspace

[JC_24]

This worked, thank you for your help @MattB-Motive !

[JC_24]

Hi @MattB-Motive 

Thank you so much for your reply, I'm going to give this process a shot. 

One question, this won't overwrite the existing V1 report w/ links will it? Just a bit worried of this possiblity since V1 is a heavily used report. 

[MattB-Motive]

As you would have found out, as long as the PBIX is saved as a different name it won't overwrite the original. Glad it worked for you!