This is a n00b question. I need to make some changes to a report that has been published on the PowerBi Cloud. I need to make some changes to a visual. After making the changes, I publish the report. It ends up creating a new report in the workspace. Is there a way to update the report with the changes from PowerBi Desktop? Or do I need to remove the old one and create a new report? I could find any documentation on this.
As long as the report is the same name and it is being published to the same workspace it will overwrite. This maintains the report's GUID (internal identifier) which is also used in the hyperlink to the report, so is handy to keep constant.
You can test this by publishing a report and opening it once published. Check this link and the report content. Change the report and publish again - it will ask you to overwrite. Once re-published, you can refresh and see the report link stays constant but the report is updated.
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I would like to track changes made in a PowerBI report, for example which visual is added, deleted or changed.
I can track the Dataset with ALM toolkit but it does not allow tracking of report. Is there any app for that?
I created a PowerBI report. I edited the report with desktop edition. The report was based on a Data Flow I previously connected to powerBI PRO and then used into PowerBI desktop.
When I publish the report, on PowerBI PRO a new DataSet was created and the report was based on that dataset.
By mistake I deleted the original data flow then I recreated it. The Dataset pointed to the A missing dataflow and I found no way to connect to old dataset and the old report to the new created dataflow.
Is it possible to change references after dataset are created in the first place? If so how?
I am in the process of creating a dashboard in power BI with multiple people. Currently I have 4 entities in a Dataflow that move to a dataset which are then visualized in reports. I recently added a column to one of my entities that I would like to show up in a report that is already created. However, despite the column being added to the entity (it shows up when I try to create a new report), it isn't displayed in the older report. How can I get my new column to display in an already created report?
You need to get the old report, go to the Query Editor and refresh the preview for it to pick up the new column.
You may have to go through the steps to make sure it is not removed, by for example reducing the columns down via a selection. When you create a new report you can see the column as it is getting the dataflow table structure with out any history in the query. Note this is not just for Dataflows, but for most types of connection where the structure changes, for example CSV, Excel etc.
Check if the source data set is set to private by the person who published the report. Changing this might grant you access to the source dataset.
So, I created dataset that can be used to generate multiple reports and dashboards.
I would like to publish to the web portal and allow report designers to create their own reports and dashboards. Which works great until I need to update the model. If I update the model and push the data set via Publish function it deletes the reports.
So is the only option for everyone to use PowerBI Desktop? What is the web-based report designer for? Is this only for datasets that will never change?
If your Power BI file has reports in it, it will over write them. What I think is happening is that your users are updating the report in your dataset, for example adding a new tab, so when you load changes it overwrites them.
You need to decouple the Dataset from the reports. You can load your dataset with out any reports. You can then build reports using two methods.
1) Connect to the dataset using Power BI Desktop, using the connect to Power BI Dataset connection. That links to the dataset in a Live Connection, so you can build your reports from that. You can then publish your report. Any changes to the dataset will not overwrite it.
2) For the Web builder you can do the same, create a new report in the portal and select a dataset from that workspace to build your report. What the user needs to do then is 'Save as' and give that report as a new name.
Both methods just link to your dataset, not build a report directly in the file
Hi I have an excel which is saved in one drive for business. I update the file on daily basis with the agent name, date and no of clients handled. I have created a report with power bi file in desktop version and published it in power bi online and then created link by publish to web option. Now this link is not updated with recent data.
I tried to create the report through power bi online but it does not have options like modeling and query editor...
I am very new to power bi so kindly excuse for any errors ....
I just need to give the operations team a link to view daily performance of the team, rather than opening excel file and looking at the data.
I just need to paste the data in excel file and the report should be updated automatically ...
I have created a report with power bi file in desktop version and published it in power bi online and then created link by publish to web option.
Creating the report in Power BI Desktop is the correct first step. But if you are using Publish to Web functionality, you are publicly sharing your data in an insecure manner. Do you actually mean Publish To Web, or do you just mean that you published your report to PowerBI.com?
Now this link is not updated with recent data.
You need to set a scheduled refresh so the Power BI model will contain the latest version of the data from your Excel file. You can also manually refresh your dataset, but if you want to make sure it has the latest data every day, scheduled refresh is the way to go. Locate your dataset in PowerBI.com. There will be a scheduled refresh option. On the settings page, enter your credentials, then under scheduled refresh turn on the Keep your data up to date toggle. Choose a frequency and time.
Here is a link to make sure you connected to your file in OneDrive correctly that also mentions how to set up scheduled refresh at the bottom.