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  1. Open your custom report in Power BI web service and download the report .pbix file by clicking File > Download the .pbix file.



    Note: In case the .pbix file fails to download due to the dataset size, contact Intlock Support.

  2. Open the .pbix file in Power BI Desktop and click Sign in.



  3. Enter your Power BI Pro account which is the owner of the CardioLog Analytics SaaS workspace and click Sign in.



  4. Open Power Query by clicking on Transform data > Transform data.



  5. On the left Queries pane, select all items by clicking the top Parametars folder, holding the Shift key in the keyboard, scrolling down the list and clicking on the last table item under the Other Queries folder. Right click and select Delete.

      

  6. Accept deleting all queries and groups by clicking on Delete.



  7. Save your changes by clicking on Close & Apply > Close & Apply.
    Note: After saving your changes all report visuals will appear broken. They will be loaded properly after completing the next steps 8 - 11.





  8. On the right Fields pane, delete all items tables by clicking on the ... button to the right of each table name to expand the More options menu and select Delete.



  9. Confirm deleting each table by clicking on Delete.



  10. Link the report to the new Q1 dataset by clicking on Power BI datasets.



    Note: If you get the following error message after clicking on Power BI datasets, repeat steps 5 - 9 and make sure you have deleted all queries and fields.

    Image Added

  11. Select the new CardioLog Analytics SaaS dataset for Q1 in the Select a dataset to create a report popup window and click Create. The data refresh process will start immediately and may take a few minutes. 



  12. Click File > Save as and save the file as CustomReportName_Q1.pbix.

  13. Publish the custom report for Q1 to Power BI web service by clicking on Publish. Enter your CardioLog Analytics SaaS workspace in the Publish to Power BI popup window and click Select. Once the publish process is done your custom report will be available in the Power BI web service.

  14. Connect your custom report to the remaining datasets for Q2, Q3, Q4 by clicking on Transform data > Data source settings and repeating steps 11, 12, 13 for each quarter.



  15. Repeat steps 1 - 14 for each custom report.
  16. In order to confirm that all of the steps above were performed correctly, you can see which reports are connected to each dataset in Power BI web service by expanding your CardioLog Analytics SaaS workspace > Datasets > click on the ... button to the right of each dataset and select View lineage.