How can I update my report after I update or delete a field?

How to update broken Power BI reports due to a change, or deletion, of a field in Weever.

Does this sound familiar? "Someone made changes to a form, but the new changes aren’t showing up in Power BI, even when I refresh the data source."

When you update or delete fields in Weever using the Form Builder, it can sometimes "break" your Power BI reports. This is usually due to complications with "Field Labels" that creates an error in Power BI. Power BI reports are looking for specific field labels. If they are changed or removed, the report may fail to refresh. 

Below are steps you can take to resolve these issues.

Contents: 

You will need to have access to Power BI Desktop on a Windows computer to make these changes. You will also need to have access to the data from Weever through our REST API. Learn more about how to connect Weever to Power BI here: https://support.weeverapps.com/power-bi-access-key

When a field label is UPDATED

In this example, a Weever administrator has changed the field "UniqueID" to "Unique ID". The addition of the " " (space) has caused an error in the report.

  1. Identify the Power BI report affected by field label change.
  2. Open the corresponding report in Power BI Desktop.
  3. Click on ‘Transform Data’ on the report page which will open Power Query Editor
  4. Click on ‘Refresh All’ to refresh all tables with up-to-date data under Power Query Editor and if the field label that is being changed is used in any of the table – it will throw an error like below. In this case, you will see that the issue is with the field "UniqueID".
    Screenshot 2024-05-29 at 11.47.11 AM
  5. Now, under "Applied Steps" in the right side bar you can identify under which step the changed field label is being used and then replace that with new field label.Applied Steps
    1. To do this, click on each step one-by-one under ‘Applied Steps’ and look at the query bar as shown in the picture below.query bar
    2. Go through that query for each step and see if the changed field label is being used anywhere.
    3. If it is, then update that with exact wording of the new field label.
    4. Follow the same process until last step and no error will be thrown.
  6. For example, in screenshot below "UNIQUEID" was changed to "UNIQUE_ID". So, under each Applied Steps where UNIQUEID is used needs to be replaced with UNIQUE_ID
  7. Now, click on ‘Close & Apply’ and that will fix the error and republish it back to Power BI Service.

When a field label is DELETED

In this example, a Weever administrator has deleted the "UniqueID" field and replaced it with a new "Unique_ID" field. 

  1. First, identify the Power BI report affected by field label deletion.
  2. Once identified, open report in Power BI Desktop.
  3. Click on ‘Transform Data’ on the report page which will open Power Query Editor
  4. Click on ‘Refresh All’ to refresh all tables with up-to-date data under Power Query Editor and if the field label that is being deleted is used in any of the table – it will throw an error like below.
  5. Now, under Applied Steps identify under which step, deleted field label is being used and then replace that with new field label or leave it blank if there is no replacement field label. 
  6. For example, in screenshot above UNIQUEID was deleted and replaced with UNIQUE_ID.
  7. So, under each Applied Steps where UNIQUEID is used needs to be replaced with UNIQUE_ID 
  8. Now, click on ‘Close & Apply’ and that will fix the error and republish it back to Power BI Service.

Power BI error

And that's it! 

Now you can reconnect fields for broken Power BI reports when fields are deleted or changed in Weever.