Whenever you save your query on the Supermetrics Hub, the Power BI connector retains all the associated settings when you select it for preview or load it into Power BI. Later in Power BI, you can modify certain settings, such as:
- Accounts
- Date range
- Fields
This gives you the flexibility to build ad-hoc reports based on existing queries. Note that some settings, such as filters, remain fixed and can't be changed in Power BI. To modify these settings, you'll need to make the changes on the Supermetrics Hub.
Instructions
Set up your query in Power BI for the first time
- Open the Supermetrics connector in Power BI and select the saved query you want to use as the basis.
- The top right area above the preview lists possible changes you can make:
- You can change the selection of accounts used for this query. The drop-down lists all connections and accounts you have. Make sure to select the accounts that belong to the same connection.
- You can extend or limit the date range. For example, if the original query fetches only the last 3 months of data, you can select the Year to date option to get a better overview in the report you're building.
- You can modify the list of metrics fetched for this dataset and the way you split the records. Use these fields to build a completely new dataset from scratch. For example, you want to add creative images to your Facebook Ads campaign performance analysis: simply add the image URL dimension above the query preview.
- Click OK to confirm your choice where applicable and click Apply.
- Load the modified query to your Power BI report.
If you'd like to filter the data further or use additional options, modify your saved query on the Supermetrics Hub and select from a wide range of advanced settings.
Modify Supermetrics query settings in Power BI
To change the query settings after your data has been loaded to Power BI, you can either modify the query settings on the Supermetrics Hub or adjust the settings in the Power BI query editor.
Modify settings on the Supermetrics Hub
- Go to the Supermetrics Hub.
- In the list of Power BI queries, select the query to modify.
- Adjust the settings in the query.
Note that changing the settings will affect all reports using the query in Power BI.
Modify settings in the Power BI query editor
- In Power BI, click Transform data to open the query editor.
- For the query you want to edit, navigate the Applied steps section under Query settings.
- Click the gear icon next to the Invoked function step to change the settings.
Note that changing the settings affects only the report using this particular query.
For a detailed guide, see the below video tutorial on how to change the date range and account settings in Power BI.
Our recommendation
If you’re making permanent changes to the data model, update your queries directly on the Supermetrics Hub.
Some data sources come with a preset standard query, which includes a limited set of fields. These can only be modified within the Power BI query editor. We don't recommend adding more fields, especially dimensions, as this may result in inaccurate data. Instead, limit changes to account or date range settings only.