How to change connections in Portfolio Slicer for Power BI Desktop model

Overview

The Portfolio Slicer Power BI file contains tables that are loaded from the files for Portfolio Slicer reports

In a standard setup, these files are stored in the folder C:\PortfolioSlicer\PSData\.

If you would like to change this default file location, you need to update each table connection.

  1. Make sure tha all files for Portfolio Slicer reports are already in the new folder.
  2. Open the Portfolio Slicer Power BI file in Power BI Desktop application.
  3. Open the right side ribbon click on “Table view” button. This will open “Table view” with the list of all tables on the right side under “Data”.
  4. Move your mouse over the Account table and select “…” at the end of the table to give you More options menu. Selected Edit query menu item.
  5. In the new Query window for each table/query (left) you will have to select from right side Applied Steps area on the right of Source step Gear icon.
  6. New window will appear where in File path area you can specify new location for this file.
    Make sure that you keep Delimiter value as Tab.
  7. Do steps 5 and 6 for each table/query in the file.
  8. Click on Close & Apply button on the top ribon to save your changes and to go back to main Power BI Desktop application window.