Sooner or later the data moves. You built the dashboard against a folder on your own machine, and now the exports live on a network share. Or you keep one folder per client and want the same report to show a different one. Or you are simply trying the demo file and want to point it at your real data for the first time.
To change the Power BI data source in every one of those cases you change one setting, and the whole report follows. This guide shows you where that setting is.
Before you start
- Power BI Desktop installed (the free version is enough).
- Your OneClickReport file: either the template
OneClickReport-Template-3.0.1.pbitor a.pbixyou already saved from it. This guide is written on version 3.0.1. - The folder with the data files, produced by OneClickExporter. You need the path to it — a local path such as
D:\PowerBI\portfolio-dataor a network path such as\\server\share\portfolio-data.
How the dashboard finds its data
Every table in the report reads its file from the same place: a parameter called DataFolder. Nothing in the queries carries a hard-coded path, which is why moving the data is a one-line change rather than an edit in ten different queries.
You do not need to worry about the trailing backslash. Internally the report normalises what you type, so D:\PowerBI\portfolio-data and D:\PowerBI\portfolio-data\ both work.
What the folder does need is all the files, with their original names.
Changing the folder on a report you already saved
- Open your
.pbixin Power BI Desktop. - On the Home ribbon, click the arrow under Transform data and choose Edit parameters.
- In the DataFolder box, type or paste the new folder path. Paste it from the address bar of File Explorer if you want to be sure of it.
- Click OK. If Power BI shows a yellow bar asking to apply the changes, click Apply changes.
- Click Refresh on the Home ribbon. The report reloads from the new folder.
Save the file afterwards: the parameter is stored inside the .pbix, so the next time you open it, it already points at the new folder.
The first time you open the template
If you are starting from the .pbit template rather than from a saved report, you do not have to look for the parameter at all: Power BI asks for it as soon as you open the file. Type the folder path, and the report loads.
From then on, save it as a .pbix and use the steps above whenever the data moves again.
If something goes wrong
“We couldn’t find the file” or a DataSource.Error on refresh. One of the ten files is missing from the folder, or its name has changed. Compare the folder with the list above — the queries look for those exact names. A fresh export from OneClickExporter writes all of them together. Those names and that column order are a published contract, not a habit: how to feed a system that predates APIs.
The report still shows the old numbers. Changing the parameter does not reload the data by itself. Click Refresh after applying the change.
Accented characters look wrong. The CSV files are read as UTF-8, which is how OneClickExporter writes them. If someone has opened and re-saved them with a different encoding, export them again rather than fixing them by hand.
A network folder asks for credentials. Power BI keeps data-source permissions separately from the parameter. Use File → Options and settings → Data source settings to check or clear them, then refresh again.
OneClickReport is a ready-made Power BI report for Microsoft Project portfolios. It reads the CSV files produced by OneClickExporter from a folder you choose — everything stays on your own machine.
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