Ravindra BagaleCourses & study guides मराठी Track your progress

10. Parameters in Power Query (and Other Kinds of Parameters)

10.7 Templates (.pbit) with Parameters

Start with a problem

Zoya, Shraddha and Ravindra each want the city report with their own city and folder, without receiving each other's data.

Explain simply

A template (.pbit) holds the report, model, queries and parameters but no data. When someone opens it, Power BI asks for the parameter values and loads their data.

Show the data

Parameter Description shown in the dialog Zoya's value
FolderPath Folder with your city's export files D:\Kolhapur\Exports
SelectedCity Your city (choose from the list) Kolhapur

About this data: This table uses columns: Parameter, Description shown in the dialog, Zoya's value. This table uses columns: Manager, SelectedCity, Orders, Total Amount (₹). This table uses columns: Wrong result, Reason, Correction. Values shown are the lesson examples already on this page (not a new dataset).

Fictional sample data. Practice file: visuals_orders_apr_may_2026.csv (source: src/practice/).

Demonstrate

  1. Build the report with parameters FolderPath and SelectedCity, each with a clear description. In Orders, filter City = SelectedCity (filter dialog › Parameter).
  2. File › Export › Power BI template › description Blinkit city report – choose your city › OK › save CityReport.pbit.

    Your result should look like this:

    Saved file
    CityReport.pbit (small: queries, model and visuals, no rows)
  3. Send the .pbit to the city managers.

  4. Zoya opens it › the dialog shows each parameter › SelectedCity Kolhapur, FolderPath her folder › Load.

    Your result should look like this:

    Zoya's card
    ₹450 (orders 305 and 308)
  5. She saves the result as Kolhapur Report.pbix.

Show the result

Your result should look like this (fictional sample):

Manager SelectedCity Orders Total Amount (₹)
Ravindra Pune 3 850
Shraddha Nashik 3 800
Zoya Kolhapur 2 450

Explain what happened

The template stored the design and the parameter definitions. On opening, Power BI asked for values and ran the queries, so each manager's file contains only the rows their filter allowed.

Explore further

  • The template description appears in the opening dialog; keep it short and clear.

Detailed reference for this lesson:

A Power BI template contains the report, model, queries and parameters, pan no data. When someone opens it, Power BI asks for the parameter values and then loads the data.

Steps in Power BI

  1. Build the report with parameters FolderPath and SelectedCity (add clear Descriptions).
  2. File › Export › Power BI template › type a template description ("Blinkit city report – choose your city and data folder") › OK › save Blinkit_City_Report.pbit.
  3. Send the .pbit to city managers (for example Zoya for Kolhapur).
  4. When Zoya opens it, a dialog shows each parameter with its description. She selects Kolhapur, enters her folder path › Load.
  5. She saves the result as her own .pbix.

Ravindra Bagale's Tip

Friends, many students send a .pbit template and the receiver gets errors because the parameter's default value points to the sender's laptop. Give parameters clear descriptions and sensible defaults, and test the template yourself on another machine or folder before sharing. Clear?

Fix common mistakes

Wrong result Reason Correction
The template opens with old data Saved a .pbix, not an exported .pbit File › Export › Power BI template
Users see a confusing Parameter1 prompt No names or descriptions Name and describe every parameter
Zoya's file shows all cities SelectedCity is not used in any filter Filter City = SelectedCity in the query

Practise independently

Practice task

Shraddha opens the template and picks Nashik. How many orders, what total, and which stores appear?

Hints
  • Nashik orders: 303, 304, 307.
Solution

3 orders, ₹800. Stores: College Road ₹500 (304 ₹150 + 307 ₹350) and Gangapur ₹300.

Think like a professional

Templates distribute a design; they do not secure data. If everyone uses one shared model, use RLS (Module 26).

Ravi Sir's Cards for this lesson

मराठी cards