Switching source datasets

In many project scenarios, a Power BI report will initially be built against a development or testing dataset. After this report has been validated or received the proper approvals, the report's source dataset can be switched to a production dataset and the report can then be published to the production app workspace used for distributing Power BI content to users.

To switch the Power BI dataset of a Live connection report, click the Data Source settings icon under the Edit Queries drop-down menu under the Home tab. In the following two steps with supporting images, a report is switched from a dataset in the Corporate Sales workspace to a dataset in the North America Sales workspace:

  1. Open the Power BI service data source window via Data source settings:
Data source settings for a Live connection report
  1. Select the new dataset to use as the source for the report:
    • Either double-click the dataset or click the Load command button to establish the connection:
Power BI dataset sources
  1. Confirm the source dataset has changed via the status bar:
 
Source Power BI dataset switched

See Chapter 8, Managing Application Workspaces and Content for details on Power BI project life cycles, such as migrating from development to production environments and version control.

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