All language subtitles for 030 Data Source Settings_en

Narrator: Okay, so up until this point,

we've talked about a number

of the most important data transformation tools

in the query editor.

Up next, I wanna cover some important settings and options.

And the first topic here is data source settings.

So in the home tab of the query editor,

you see this option for data source settings.

And that basically allows you to view and manage all

of the individual connections in your Power BI file.

So in this example that we're looking at here,

we've got connections to a number

of individual CSV files as well

as a folder down there at the bottom of the list.

Now, the critical concept to understand

about the data source settings

is that when you make a connection to a local file,

a file that's located on your computer.

Power BI will basically take a snapshot

of that exact file path and the exact file name.

And what that means is that if anything changes

about your file, if you rename it, if you move it,

update permissions, a path location, anything,

that path won't automatically update within Power BI.

So, what you need to do is go

into these data source settings, click change source

and then browse to the revised version of that file.

So, this is probably one

of the most common issues that I see in Power BI,

where people inadvertently rename a file or rearrange things

on their desktop and accidentally break these file paths.

But the good news is that it's very easy to fix as soon

as you understand how these data source settings work.

So, let me show you what I mean.

For this video, you can either continue

to just follow along here with me

and watch, because we're not actually going to be adding

any new data or revising anything to what we have.

I just wanna show you a demo of what happens

when a file path does break and you need to update it.

All right, so here I'm gonna head to the query editor

and from here to check out our data source settings, right?

We're from the home tab, data source settings

and this dialogue will open up that shows us all

of the different connections within the workbook, right?

So, we've got our Maven Fuzzy Factory SQL Connection,

we've got a bunch of local CSV file connections, a folder.

We've got our Wikipedia web link, right?

So, we're seeing everything here

and everything's looking good.

It's running smoothly.

But what would happen if I accidentally changed one

of these file names?

So, let me navigate to my actual file folder on my desktop.

All right, here we are.

And let's say for example, I'm gonna update

the AdventureWorks product lookup name

and we'll call this _2, right?

So, we'll rename that and now I'm gonna head back

to the query editor.

And if I click on my product lookup table

and I refresh this data, we get an error here, right?

Could not find the file, right?

Because what Power BI is looking for

is this AdventureWorks product lookup table,

but it's now named Lookup_2, right?

So there's a couple of different ways

that we can go about actually fixing this.

If we go back up to our data source settings,

we can come down to our product lookup table

and we're gonna change the source, right?

So what this does is it allows us to browse

for a new path and we can come back here,

we'll point it at our new lookup table, click Open, OK.

And then we can close.

And now when we refresh the data,

everything looks good here.

These applied steps all work, right?

And we're left with a usable product lookup table again.

Now we're back to usual, sources populated properly.

All of the applied steps are maintained, like we just saw,

we haven't lost any information.

Pretty simple fix.

We could just leave things the way they are.

Or I can kind of show you that same process

in reverse, right?

So, what I'm gonna do is I'm gonna head back

and I'm gonna change the file back

to its original name, right?

Back here and we'll remove the two.

We'll head back to the query editor, right?

And I'm actually gonna refresh this again,

so we can get that error to show up, right?

So now, Power BI is looking for two

and we just updated the file name.

So, remember how I said there's a couple

of different ways that you can update this.

We've already seen the process

by going through the data source settings.

What you can actually do here

is from your source applied step, click

on this gear icon and this brings you back

to that same exact place where you can now browse

for the correct file path or the file location, right?

So, we'll click on our product lookup, same process, Open,

click OK, and that's been updated again.

If we go down to our last applied step,

everything looks great.

It's been updated, no data loss

and we've successfully reverted

that file name back to its original name.

Hopefully, that was a helpful demo

on how to address some of those data source errors

using the data source setting options.