Power BI Template creation
Good afternoon. I work for a telecom company, specifically in the Customer Success team. I created a spreadsheet for one of my customers monthly invoice using the raw csv file that our billing system generates. It works fine in excel, but is a bit messy, and my higher ups wanted me to start using power BI. I was able to create a much better looking report in power BI, but i'm running into the issue of recreating the report every month efficiently. In excel, I created a template file, that allows me to copy/past the raw data, and all the slicers and pivot tables are kept and only takes me minutes to send off. I've googled this a few times now and I cannot see a way to do the same thing with power BI, where i add in the csv file, and all the visualizations are kept and just the data is updated. Any help would be appreciated
I tried creating a template via export in Power BI, and that didn't seem to do anything, as it just continues to load the previous data. I also tried importing a new spreadsheet, but couldn't figure out how to get the system to use the new data, rather than the old one.
- In Power BI go to File - Options and settings - Data source settings
- You will see the file that you imported in the first place when you set up the report
- Click on Change Source, browse for the csv of the next month and click okay
- If the file structure hasn't changed Power BI will update all report pages with the new data
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