In this Microsoft Power BI Tutorial, We will discuss how to change the data source in power bi, what are the different ways to change the data sources in Power BI.
Also, we will see how to change the data sources in Power BI by taking a simple example.
SharePoint Online tutorial contents:
Change data source in Power bi
Suppose in your organization, you made a Power BI Report in your local system (Desktop). Now you want to change the Data Source of that report even after it is being created.
Now You may think about why you want to do this after creating the Power BI Report. Let me explain to you briefly so that you can understand easily.
Suppose in case of the Data Source location has changed or you want to jump from one server to another server as like from a development environment to a production environment.
So if these types of scenarios came after you created a Power BI report, then, in that case, you have to change the Power BI Data Sources.
Let’s take an example. In this example, I have a Text Document in my local Desktop. The text document name is Employee Details which contains these below fields about the employees as:
- Employee Name
- Employee Category
Now open your Power BI Desktop page and sign in with your existing Microsoft account. Once you signed in, just go to the File tab -> Select Get Data -> Click on Text/CSV as shown below.
Browse your .txt file (Employee Details) and click on Load. Here, In the below screenshot, I have taken a Table under the Visualization section and shown all the Employee Details data using the table like the below screenshot.
Now go to the Edit Queries button from the File tab and click on Edit Queries option.
After clicking on the Edit Queries option, you can see the below screen. In the ribbon section, Click on the Advanced Editor option from the Query section.
When you will click on the Advanced Editor option, you can see the current folder path as shown below.
Now you just rename a column name. Here, I have renamed my salary column to Employee Salary by double-clicking on the column name.
If you will click on again to the Advance Editor option, then you can see the changes screen as like the below screenshot.
Different ways to change Data Source Settings in Power BI
There are various ways present where you can change the Data Source Settings in the Power BI Desktop. Below are those different ways which I have explained below:
- By using Edit Queries:
To change the Power BI Data Source, In your Power BI Desktop, Go to the File tab and then click on the Edit Queries button under the External data section. Then select Data source settings as shown below.
2. By using Data source settings:
Similarly, In the Query editor page, you can directly click on the Data source settings button from the ribbon. Once you will click this button, then the Data source settings window will appear as shown below.
In the Data source settings window, Enable the Data sources in current file (by default it was enabled), Select the folder path and click on Change Source button as below.
3. By using Advanced Editor:
You can also change the Power BI Data Source by using the Advanced Editor button. Go to the View tab and click on the Advanced Editor button under the Advanced section.
Here in this Data Source settings window, you can view the full folder path of the Power BI Table.
If you want to change the data source path of the Power BI Report, then you can directly modify it here. Once it is done, then click on the Done button.
How to change Power BI Data Source Settings
In the Query Editor window, when you will click on the Data source settings button, then the below page will come.
In that Data Source Settings page, when you will click on the Change Source button, then you can view this below page where you can modify your file path.
Enable Basic option (If it was not enabled). Here I will show you how to modify your file path.
Here, I have another Text Document named as Employee Updated Details. In this text document, you can see all the fields with the same name as the previous document (Employee Details) one.
I have just updated the salary of each employee as below. Now I want to change the data source with this below-updated text document one.
Click on Browse and choose your file from your local system where you have saved. As I have saved this updated file in the same folder path, So I have uploaded from the same location. Once it is done, Just click on OK.
After clicking on OK, You can see your data sources in the current file path have been changed from Employee Details to Employee updated details as shown below. Just Close it.
Once everything is done, just Refresh the page to view the updated data. When I have refreshed, then my Salary column is updated with new values as like the below screenshot. Just click on the Close and Apply button from the ribbon.
Now go to the Power BI Desktop page. On that page, you can see my Employee Details report with updated values as shown below.
Also, You may like the below Power BI tutorials:
- Power BI Admin Portal
- Power BI Quick Insights
- Power BI Group By Examples
- Power bi shared dataset permissions management
- Scheduled Power BI report data refresh
- Power BI nan error (Not a number) while dividing by Zero
- Power BI report using People Picker Field
- Power BI Measure Sum and Subtract Example
- [Video Tutorial] Create Power BI Dashboard step by step tutorial
- Power BI Error: This content isn’t available
- Power BI Group By Examples
- Data Labels in Power BI
- Subtraction in Power bi using DAX
Hence in this Microsoft Power BI Tutorial, We discussed what is the Power BI Change Data Sources, what are the different ways to change the data sources in Power BI.
Also, we saw how to change the data sources in Power BI by taking the above simple example.
Hello Everyone!! I am Bhawana a SharePoint MVP and having about 10+ years of SharePoint experience as well as in .Net technologies. I have worked in all the versions of SharePoint from wss to Office 365. I have good exposure in Customization and Migration using Nintex, Metalogix tools. Now exploring more in SharePoint 2016 🙂 Hope here I can contribute and share my knowledge to the fullest. As I believe “There is no wealth like knowledge and no poverty like ignorance”