How to change data source in Power BI

In this power bi tutorial, we will discuss What is data source in power bi. And also we will discuss the below points:

• Power bi desktop how to change the data source
• Power bi change data source after publish
• Power bi desktop change data source credentials
• Power bi desktop change data source location

What is Data Source in power bi desktop?

In power bi, data source is where data in the dataset comes from. The power bi desktop support large range of data source.

You can connect power bi desktop to the data source by clicking on getting data present in the ribbon. It will show you different types of data sources

Power bi desktop how to change the data source

Here we will see how to change data source in power bi desktop by using the sample data.

• Open your Power Bi desktop
• Upload the data by using the Get Data. Here I have taken the sales excel sheet.
• Then create visualization by using the data.

• Click on File from the ribbon in power bi desktop.
• Then Click on Option and Setting. Select Data Source setting.

• In the Data source setting Dialog box, click on the Change source.
• Next, to the file path, click on browse and select the excel file. Click on OK
• Make sure that the excel file, must have the same column as old excel data. Otherwise, your report will break or it will show an error.

• Now click on Apply changes from the yellow ribbon bar.

• Now your power bi is connected to the new data source. Check you visual are not change as the data source is changed.

Read Power bi slicer filter another slicer

Power bi change data source after publish

Here we will see power bi change data source after publish.

We need the data from the OneDrive business excel and then we will create the report by using the data and then we will publish the report.

To get excel data from the OneDrive business, first, we have to load the excel data into OneDrive business.

• Open your OneDrive business
• Go to the excel sheet which you have uploaded to the OneDrive business and next to that click on more icon -> Details.

• In Details page, scroll down to path, click on the copy icon to copy the link.

• Open the Power bi desktop.
• In the Home tab, click on the Get Data -> Web.

• In the From web dialog box, under URL paste the link. Click on OK and login with the credential.

• From Navigator dialog box, select the table and then click on Load.

• Create a report by using the data and publish that report to power bi service. In the below screenshot, you can see the report.

• Open your power bi service by click here.
• Go to Workspace and select the report, now in the below screen shot you can see the report

• Now we will set the Schedule Refresh for Power bi report.
• Click on the Workspace. Next to published dataset click on the Schedule icon.

• Under Data source credential, click on Edit credential.

• Under Authentication method, select OAuth2. And under privacy level setting for this data source, select Organizational. Click on Sign in. Enter your login and password.

• Under schedule refresh, turn on the schedule refresh.
• Set the refresh frequency as Daily or weekly. Then you can add time click on Add another time.
• Click on Apply

• You can see the Power bi change data source report after publish to power bi service

Read: Power BI Donut Chart

Power bi desktop change data source credentials

Let’s see power bi desktop change data source credential.

• In power bi desktop, Click on File.
• Click on Option and setting -> Data source setting.

• Select Global permission. Then select the data source from the list. Click on Edit permission.
• For an excel data source that is loaded from a local computer to power bi, you can change the privacy level permission.

• If you loading data from Online service like SharePoint, for that you can change the permission.
• In Data source setting -> Global permission. Select the SharePoint site. Click on Edit permission.

• In the Edit permission page, click on Edit under Credential.
• Under privacy level, select the privacy level permission for your power bi report, here i have selected organizational.

• Now you can give Anonymous permission i.e. anyone can use and no credential is required.
• If you are selecting windows, then enter your windows username and password.
• If you are selecting the Microsoft account, then enter the Microsoft username and password. I have already signed in with a credential.

Read Power bi treemap – How to use

Power bi desktop change data source location

Here we will see power bi desktop change data source location using the excel sheet as a data source.

Scenario

• I have already loaded the data source i.e. excel sheet and created the report by using the data source in power bi desktop.
• Now if I change the location of the excel sheet and I make some changes with data, then I will click refresh to refresh the data source in the power bi desktop.
• It will show an error message ” Could not find a file with the previous location”.

Lets solve this problem by changing the location of data source in power bi.

• First copy the new file path of your excel sheet from your local computer.

• In power bi desktop, click on the File -> option and setting -> Data source setting.

• Click on Change source in the Data source settings dialog box.
• Then paste the path under File Path and click on Ok.

Now in power bi desktop change data source location is done, and you can check it by changing the data in excel sheet.

In this power bi tutorial, we discuss about What is Data Source in power bi desktop. And also we will discuss about the below points:

• Power bi desktop how to change the data source
• Power bi change data source after publish
• Power bi desktop change data source credentials
• Power bi desktop change data source location