Forum Discussion
Helper IMake PBI report live/refeshable from Excel workbook for single tab/sheet
I have PBI report that data's sourced from a particular tab from an Excel workbook. I only use this single tab from Excel. This workbook is renamed each month so I'm not sure how I could automate or source the particular file as it's changed each month.
I want to be able to have a live or refreshable report; that is, how do I make my process of taking the single tab from this workbook that's constantly changing names, have PBI set to look at that tab only, and refresh when the data is updated in that tab in that workbook? The data in the workbook is modified daily so having to take the tab out from the live file then update to update the report isn't ideal.
You could probably use the option to reference a folder as the source. You would probably need a static named workbook as the reference file in the folder (with the columns included in the file which will be renamed but with 0 for value columns). If the file which is renamed keeps the structure of the referenced file, the folder as a source will pick up the renamed file to import and do its magic.
4 Replies
- amitchandak
Super User
jpalaci1 , Try if you can use index of the sheet, as shown in this blog
https://radacad.com/get-data-from-multiple-excel-files-with-different-sheet-names-into-power-bi
jpalaci1I also replicated something similar to the link and this worked out very well. Thank you!
PaulDBrownCommunity Champion
You could probably use the option to reference a folder as the source. You would probably need a static named workbook as the reference file in the folder (with the columns included in the file which will be renamed but with 0 for value columns). If the file which is renamed keeps the structure of the referenced file, the folder as a source will pick up the renamed file to import and do its magic.
- jpalaci1
I followed this and totally worked. Thank you!
