A Power BI File Template
We have the following two site collections with the same structure of the List data.
- I have a list named “R1” in my first site collection which is “VamsiDemo”.
I have a list named “R1” in my second site collection which is “Surendra”.
- Assume that “R1” list is available in other 50 sites or site collections with the same list schema. The data would be different on every site.
- The client is looking to generate a different Power BI report for every site collection from one generalized template where all the charts are already created.
- User will open the template file and add their credentials and generate the report automatically. They will save the report in their local machine and publish the report to their own “My Workspace”.
- So, now let’s get started with the step by step procedure!
Step-1:
- Load the data to Power BI Desktop from SharePoint Online.
- Click on “Get Data” from Home.
- From Online Services, select “SharePoint Online list”.
- Enter URL
- From Authentication, select Microsoft Account. Click on the Load button.
Step 2 :-
- Add Manage Parameter
- From Power Queries Editer,
- From Home, Click on “Manage Parameters” and select New Parameter.
- Add the following information and click on OK button.
Step 3 :-
- Generate Power BI Template
- Go to File menu, select Export > Power BI template
Add the template Description.
The template has been saved successfully.
Step 5 :- Test the Template file
- Double click on the template file.
- Select the Site URL which you to wish to configure.
- Add credentials. The report has been generated successfully.
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