Do you want to know what a PBIT file is?
What is a PBIT File
A PBIT file stands for Power BI Template file, a feature of Microsoft's Power BI, a business analytics tool designed for visualizing data and sharing insights. While a standard PBIX file contains both the data model and the visualizations, a PBIT file is somewhat like a blueprint of the PBIX file.A PBIT file stands for Power BI Template file, a feature of Microsoft's Power BI, a business analytics tool designed for visualizing data and sharing insights. While a standard PBIX file contains both the data model and the visualizations, a PBIT file is somewhat like a blueprint of the PBIX file.
By Toni Hewlett -
13th September 2023 - fp20 analytics
1. Parameterized Setup: A PBIT file can include parameters that allow you to input specific settings every time you create a new PBIX file from the template. This is useful for making templates adaptable to different datasets or settings.
2. No Data Storage: Unlike PBIX files, PBIT files do not store the data within the file. This makes them lightweight and easier to share.
3. Easy Customization: By using a PBIT file, you can have a predefined set of queries, data model configurations, and visualizations, which speeds up report creation. You can customize them further as per the requirements.
4. Enhanced Security: Since PBIT files do not contain data, the risk of sensitive data leakage is reduced.
1. Creating standard report layouts for an organization.
2. Sharing query logic and visual designs without sharing the actual data.
3. Kickstarting projects by using a predefine set of tables, measures, and visualizations.
How to convert and existing PBIX report to a generic PBIT template
While the primary use case for PBIT files often revolves around enhancing security through template sharing, an often overlooked yet substantial advantage is its role in data governance. This format allows organizations to standardize reporting structures without exposing sensitive data, thereby contributing to robust governance protocols. Now, let's dive into the steps to convert an existing PBIX report into a more generic PBIT template.
1. Open the existing PBIX file in Power BI Desktop.
2. Disconnect data sources & others ad-hoc tables. Right Click & Delete.
3. Remove specific measures or filters applied to Visuals or Report.
From Power Query
From the Report Model view
Click the 3 ellpses and delete
Remove any measures, calculated columns, or filters applied to the visuals that are specific to the original dataset to avoid errors when opening the template with a different dataset.
4. Remove Object titles.
Scan through your report and remove titles from tables, charts, and other visual objects. This ensures that the template remains neutral and free from context specific to the original dataset.
5. Update Visualizations.
If your report is using custom visualizations, you may want to remove them and replace them with Power BI visualizations.