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How To Guide - Change Data Source Settings

This guide provides step-by-step instructions for changing data source settings in a .pbix file using Power BI. It includes logging into the Power BI Service, downloading the report, modifying data source settings in Power BI Desktop, and republishing the updated report. Finally, it advises deleting the old version of the report after publishing the new one.

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Shubham K
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17 views1 page

How To Guide - Change Data Source Settings

This guide provides step-by-step instructions for changing data source settings in a .pbix file using Power BI. It includes logging into the Power BI Service, downloading the report, modifying data source settings in Power BI Desktop, and republishing the updated report. Finally, it advises deleting the old version of the report after publishing the new one.

Uploaded by

Shubham K
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

How to guide: change data source settings in a .

pbix file

1. Log-in to the Power BI Service - https://app.powerbi.com/

2. To ensure that the instructions in this document match what you see on the screen,
turn ‘New look on’ in the top right
hand corner of Power BI if you
have not already done so.

3. Open the workspace which contains the report which connects to the Student
Records shared dataset.

4. On the ‘Content’ tab, click the report name.

5. On the next screen, click File then ‘Download the .pbix’ file.

6. The file will save to your Downloads folder. Open the .pbix file
you have just downloaded in Power BI Desktop. If you have not
got this installed on your computer you can install it from the
Microsoft Store if you are on Windows 10 or from the Software
Centre if you are not.

7. Click ‘File’, then ‘Options and settings’, then ‘Data


source settings’.

8. In the Search bar, search for “Student Records 2”


and click the ‘Student Records’ dataset within the
‘Student Records 2’ workspace, then click ‘Create’.

9. Save the file, then


click ‘Publish’ and
select the workspace
where your report is
currently based. This will most likely
be ‘My workspace’. When it has
successfully published, click ‘Got it’ and then close file. You can also delete the .pbix
file.

10. Back in the Power BI Service you will now have two version of the same report in the
workspace. Delete the old version, this will be the version with the oldest refreshed
date.

For support, please contact [email protected].

Student Data, Analysis and Records I Student Admissions, Administration and Business
Improvement I Directorate for the Student Experience I John Owens Building LG.014 I 61888

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