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Rebind reports without using a composite model (different workspaces)

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If you linked your process in Test environment to a workspace (for example, WkSpace B) that's different from the one used by the process in Dev environment (for example, WkSpace A), follow the steps in this article.

Attach a workspace to your process

  1. In the Environments dropdown menu at the top of the screen, select your Test environment.

  2. On the navigation pane to the left, select Process mining.

    If your process was newly copied over to the Test environment, there's an exclamation mark inside a speech bubble on the process. This mark indicates that the process was imported.

    Screenshot of your process on the Process Mining home page.

  3. Select the process, and then select Confirm.

  1. If you newly imported the process, continue to step 5. If you didn't newly import the process, go to step 6.

  2. Select a new workspace for this process by following these steps:

    1. In the Power BI workspace dropdown menu, select a different workspace, which you'll use in the Test environment.

    2. In the Report Name field, enter the same report name as your previous report.

      Important

      The report name must be identical to your previous report.

    3. To continue setting up the process, select Continue.

      Screenshot of selecting a new workspace for your process with the same report name as your previous report.

  3. (If you didn't newly import the process) Attach a custom Power BI workspace to the process:

    1. Go to the process details page for the process.

    2. On the Details card, select Edit.

    3. From the Power BI workspace (optional) dropdown menu, select your WkSpace B Power BI workspace that you want to migrate customizations to.

    4. Provide the same report name as the name you used for the process in Dev environment.

      Important

      The report name must be identical to the report name of the process in Dev environment.

    5. Select Save > Continue.

    6. From the command bar or in the report view, select Refresh data.

Rebind the Power BI report

  1. Sign in to Power BI.

  2. From the left navigation pane, select Workspaces > your WkSpace A.

  3. In your WkSpace A, select your Report A.

  4. To download the report, from the command bar, select File > Download this file > "A copy of your report with a live connection…" > Download.

  5. Open the downloaded report in Power BI for desktop.

  6. After you edit the report, select Transform data > Data source settings from the command bar in the Home tab.

  7. From the list of semantic models, select the semantic model of the process that's in your WkSpace B workspace, and then select Connect.

    This is called rebinding. The report refreshes. Learn more about semantic models in Semantic models in the Power BI service.

    Screenshot of rebinding your process after you download, edit, and connect your model.

  8. From the command bar, save the report by selecting Save.

  9. From the command bar, publish the report by selecting Publish.

  10. From the Publish to Power BI menu, select your WkSpace B > Select.

    A message that says Replacing report appears because you retained the report name.

  11. Select Replace to overwrite the old report in WkSpace B. This action overwrites the existing report with an updated version that incorporates the new customizations. It also preserves the original report name for consistency.

    Screenshot of how to replace a report.

  12. When this process completes, return to Power BI and open WkSpace B.

    The report is now successfully migrated from WkSpace A and is connected to the semantic model of the process you had in your WkSpace B.