Power BI Template creation

AfernandezFusion

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

Blank Excel Pivots

Excel Drop section

Filled Pivot Tables

Power BI Report

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.

Peter
  1. In Power BI go to File - Options and settings - Data source settings
  2. You will see the file that you imported in the first place when you set up the report
  3. Click on Change Source, browse for the csv of the next month and click okay
  4. If the file structure hasn't changed Power BI will update all report pages with the new data

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