Forum Discussion
bzeeblitz
Helper IV
1 year agoAppending report refresh data historical data
I have SharePoint document library which has day today excel files and it has same structure but then data are updated on daily basis so I need to append these data and show as report and I should r...
Bibiano_Geraldo
Super User
1 year agoHi bzeeblitz ,
You should use Power BI's SharePoint Folder connector to extract all Excel files.
- Open Power BI Desktop.
- Click on Home > Get Data > More.
- Select SharePoint folder as the data source.
-
- Enter your SharePoint site URL (not the Document Library URL, just the site).
-
- Click OK and sign in with your credentials.
- After loading, Power BI will show a list of all files in the SharePoint folder.
- Apply a filter to select only the Excel files you need (e.g., files starting with "Masterdata").
- Click on Combine > Combine & Transform Data.
- In Power Query Editor, select the correct sheet or table in your Excel files.
- Ensure that the column names are consistent across all files.
- Remove unnecessary columns like Source.Name if not needed.
- Click Close & Apply.