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Custom template modifications (Power BI)

You can adjust the shipped template when one set of parameters is not enough—for example, to compare project overview (or progress) across two projects in the same report. The template normally binds project_id (and related filters) to a single value from the parameter dialog; duplicating a query and fixing the project id in Power Query lets each copy load a different project.

Workflow (Power Query)​

  1. In Power BI Desktop, open your report (the .pbix you saved from sum-it-api.pbit).
  2. Open the editor: Transform data → Transform data (this opens Power Query Editor).
  3. In the Queries pane on the left, select the query you want to branch—for example project_overview or progress.
  4. Duplicate the query: right‑click the query → Duplicate.
  5. Rename each duplicate so you can tell them apart in the model and in visuals—for example project_overview_project_name_1 and project_overview_project_name_2 (use names that match your projects).
  6. For each duplicated query, open Advanced Editor and pin the project to a specific id:
    • Find the line that reads: 
      ProjectId = Text.From(project_id)
    • Replace it with a literal id taken from your projects query or from the SUM-IT UI—for example: 
      ProjectId = Text.From(111)
      where 111 is the numeric project id you want that query to use.
  7. Close & Apply so Power BI loads the queries. After you finish and save, each duplicated query appears as its own table in the report’s data model. You can then build visuals, measures, and relationships using those tables side by side—for comparisons, slicers, or separate pages.

Notes​

  • Duplicate project_overview when you need multiple overview datasets; duplicate progress the same way when you need multiple progress datasets bound to different projects.
  • Keep authentication and other shared steps unchanged unless you know you need a different data source or scope.
  • If you only ever need one project at a time, you do not need this workflow—the template parameters are enough.