Monday, November 7, 2016

Change Power BI Report from DirectQuery to Import

I have a report that I wanted to quickly publish to share with our CEO as a Power BI dashboard. The problem is that we do not have a gateway built yet to give him access to the data. I could not find a easy way to change the report from DirectQuery to Import before publishing the report so he could view and interact with the data. I found a way around this limitation this way.

1. Go to the Edit Queries section.
2. Select any of your columns, Right Click, and select Replace Values.
3. Enter any values in the Value To Find and Replace With boxes and click OK.
4. You will then see a Yellow Bar across top reading "This step results in a query that is no supported in DirectQuery mode." Click on the Connection Settings and Change to Import.
5. After making the change then deleted the Replaced Value in the Applied Steps section on the right of screen.

You now have converted you report to an Import from Direct Query so it can be Published and shared without setting up the Gateway.