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AndrejZitnay
Post Patron
Post Patron

Auto Refresh from SharePoint folder

Hello all,

 

I have SahrePoint folder where are overnight genearted my AuditLogs.

How I should set up my file that Schedule Refresh will pick up new file and merge with exisitng dataset?

 

I know how to merge two csv files in PBI desktop but I don't know how to schedule that.

 

Many thanks in advance.

 

Andrej

 

Audit Logs.jpg

 

 

 

 

1 ACCEPTED SOLUTION
v-lionel-msft
Community Support
Community Support

Hi @AndrejZitnay ,

 

"How I should set up my file that Schedule Refresh will pick up new file and merge with exisitng dataset?"

It's very easy to achieve, you just need to refresh the data.

 

First , I import and merge 3 files named "log1", "log2", "log3" with "SharePoint folder" connector.

xxx18.PNG

Second, I upload "log4" file to SharePoint site and refresh all in "Edit Queries".

xxx19.PNG

As you can see, when new files with the same structure are added to the SharePoint site, Power BI will automatically merge them for you when you refresh.

 

Also you can’t seem to connect to SharePoint, first, choose "File"-> “Options and settings” -> "Data source settings" -> "Clear Permissions" to clear the data source, then reconnect using the URL as @mwegener  said.

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

 

View solution in original post

4 REPLIES 4
v-lionel-msft
Community Support
Community Support

Hi @AndrejZitnay ,

 

"How I should set up my file that Schedule Refresh will pick up new file and merge with exisitng dataset?"

It's very easy to achieve, you just need to refresh the data.

 

First , I import and merge 3 files named "log1", "log2", "log3" with "SharePoint folder" connector.

xxx18.PNG

Second, I upload "log4" file to SharePoint site and refresh all in "Edit Queries".

xxx19.PNG

As you can see, when new files with the same structure are added to the SharePoint site, Power BI will automatically merge them for you when you refresh.

 

Also you can’t seem to connect to SharePoint, first, choose "File"-> “Options and settings” -> "Data source settings" -> "Clear Permissions" to clear the data source, then reconnect using the URL as @mwegener  said.

 

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

 

mwegener
Most Valuable Professional
Most Valuable Professional

Hi @AndrejZitnay ,

 

import the SharePoint folder.

 

Maybe this helps.

https://www.youtube.com/watch?v=F6uqnwU9prU

 

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
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Hello @mwegener ,

 

that should work.

 

I am just fighting with right folder/libray.

 

I have created library for my AuditLogs but I can't access it. 

 

I am able to access site and all files there but that not what I need to merge.

 

Can you advice what I am doing wrong?

 

Outcome.jpg

 

 

 

 

mwegener
Most Valuable Professional
Most Valuable Professional

Hi @AndrejZitnay ,

 

I think you have to use the following format.

https://<<sharepoint site root url>>/sites/<<group name, sub site name or teams site name>>/ 

...

https://<<sharepoint site root url>>/sites/DataAnalystUnit/

 

 

Did I answer your question?
Please mark my post as solution, this will also help others.
Please give Kudos for support.

Marcus Wegener works as Full Stack Power BI Engineer at BI or DIE.
His mission is clear: "Get the most out of data, with Power BI."
twitter - LinkedIn - YouTube - website - podcast - Power BI Tutorials


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