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Updating Custom Power BI Reports

This guide explains how to update your customized Power BI report(s) to support the latest version of VIM software.

  1. Create a backup of your customized .pbix report(s).

  2. Re-run your VIM Enterprise projects using the latest release.

  3. To update the VIM viewer to the latest version in your customized report:

    • Open your customized .pbix report file.

    • In the "Visualizations" pane on the right, click on the "..." button and select "Import a visual from a file"

    • Pick the file "vimviewer.x.pbiviz" which is included in the VIM Enterprise installer package zip.

    • All instances of the VIM viewer should now be updated in that report.

    • Press "Refresh" to refresh the data in your report.

    • Save your report.

  4. To copy any new data model table definitions from the provided template into your customized report:

    • Open the .pbix report template included in the VIM Enterprise installer package zip.

    • Go to "Transform Data"

    • For each of the tables you want to transfer into your own customized report:

      • Select the table

      • Click on "Advanced Editor"

      • Copy the PowerQuery code

      • Go to your own customized Power BI report > Transform Data > New Source > Blank Query

      • Set the name of the query to the table you are currently copying over.

      • Click on "Advanced Editor"

      • Paste the PowerQuery code you copied previously, making sure to adapt the source SQL database information depending on your data source for that report.

    • Press "Close & Apply" in your custom Power BI report once all the tables have been copied over to refresh the data in your report.

    • Save your report.

  5. To copy any new report pages from the provided template into your customized report:

    • Open the .pbix report template included in the VIM Enterprise installer package zip.

    • Open the report page you would like to copy over.

    • Select the widgets in the "View Sheet Sets" report page.

    • Press Ctrl+C to copy those widgets

    • Open your customized Power BI report and create a new report page.

    • Press Ctrl+V to paste the widgets into your new page.

    • Save your report.