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Add New Tables to Existing Power BI Workbooks
Add New Tables to Existing Power BI Workbooks

The following article provides step-by-step instructions for how to add newly released KPI tables to existing Power BI Workbooks.

Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

Option 1 (Preferred)

1. Open your existing Power BI Workbook and navigate to Home > Transform Data|

2. Open Recent Sources and select the source with your Locator at the start of the connection string. For example, if your locator is AA12345. your string will look like "". If you do not see your locator, move to Option 2.

3. The Navigator menu will open, and under your connection string, you should see KPI_DATABASE > SECURE_VIEWS and then a list of tables. Select the tables you would like to add to your workbook and press OK.

4. A Connection Settings menu may appear asking which import method you would like to use. Karbon recommends using Import unless you have memory issues on your machine. Select the desired method (Import preferred) and then press Ok.

5. The newly selected tables should now appear in the Power Query "Queries" side panel. Once the desired tables are added, press Close & Apply to being loading the data for the new tables.

Option 2

The following method is used when your locator is not found in the recent sources as identified in step 2 of Option 1.

1. Open your existing Power BI Workbook and navigate to Home > Transform Data|

2. Select one of the existing queries in the "Queries" panel where the "Applied Steps" only show two steps: Source > Navigation.
Right-click on the query name in the "Queries" panel and select duplicate.

3. On the newly duplicated, right-click the gear icon on the "Navigation" step.

4. A Navigation menu will open. Select the new table you would like to import into the Power BI Workbook and press OK.
Note - Remember/copy the name of the table, you will need it in the following step.

5. Update the Name of the table to match the table name selected in step 4.

6. The new table will appear in the "Queries" panel. Selecting the new table will also show you a preview of the data.

7. Repeat steps 2-6 until all of the desired tables have been added to the workbook.

8. Press Close & Apply to load the data into the workbook.

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