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Is it possible to copy BI query from one Excel workbook to another?

Feb 14 at 03:09 PM

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I would like to be able to copy a BI query in a Bex workbook from one workbook to another. This doesn't seem possible but I would like to find out if it might be. I understand how to copy from one worksheet to another but this requirement is to copy to another workbook that would also have an existing query in it. A path to minimize rework is to save a query view and then use the query view when adding a new data provider to the other workbook so that any navigating and filtering does not need to be repeated but I would like to be able to copy the data provider directly. The BW version we are on is 7.5 and the Bex addin is 7.4 support package 8 Revision 2105. Using Office 365 ProPlus Version: 16.0.7167.2055

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2 Answers

Loed Despuig Feb 15 at 01:32 AM
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Sorry, I did not understand your scenario. What do you mean by copying a query from a workbook to another? How many queries do you have in your current workbook? How many of them you wanted to copy?

What would be the problem if you just open or insert the query you are using from your current workbook to another workbook?

Regards,

Loed

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An example would be workbook1 has two data providers DP_1 and DP_2. workbook2 has two data providers DATAPROVIDER_1 and DP_2. I want to be able to copy DP_1 from workbook1 into workbook2 instead of creating a new data provider in workbook2 and assigning the same query to it. This could save time if there were several steps needed to change navigational state and filters from the original query design since those steps would not need to be repeated. I have a user who wants to be able to do this instead of doing the more time consuming work of repeating the navigational steps again and again.

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I'm not sure if you did this already but I think you can change the reference of your DP_1 if you click the DESIGN MODE (the highlighted button like letter A) button? After clicking it, you can now change the reference of your DP_1 by right clicking it then find your query you wanted as substitute.

Did you already try it?

Regards,

Loed

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Yes, I have changed the reference to assign a new query in the workbook. The issue is that this would revert to the default layout of the query so that any changes to drilldowns, subtotals, display of characteristics, variable selections, etc would need to be redone. A workaround that would solve the issue of all but variable selections would be to save a query view that has the desired layout and then assign that query view to the new workbook instead of the original query. This would work as long as the user has authorization to save the query view.

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Mike Hamilton Feb 16 at 07:20 PM
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An example would be workbook1 has two data providers DP_1 and DP_2. workbook2 has two data providers DATAPROVIDER_1 and DP_2. I want to be able to copy DP_1 from workbook1 into workbook2 instead of creating a new data provider in workbook2 and assigning the same query to it. This could save time if there were several steps needed to change navigational state and filters from the original query design since those steps would not need to be repeated. I have a user who wants to be able to do this instead of doing the more time consuming work of repeating the navigational steps again and again.

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