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mali130
Helper I
Helper I

Auto Updating new excel tabs in power BI

Hi Folks,

 

I have an excel sheet which will have three new tabs created everyday, i want Power BI to autimatically read data in new tabs created so i can use the latest data to keep the graphs updated. Is it possible ? would really appreciate your response.

 

Thanks,

Ali

 

 

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

Hi @mali130 ,

 

This is possible if the tab is named after a date or if the table has a date field.

 Go to the Power Query editor, in the Source step, the [Name] column is the name of each workbook, and the [Data] column is the data table, and the metadata will be appended to a master table when expanded consistently.

vcgaomsft_0-1673403156114.png

If there is a date column, you can refresh the data and add a filter in the formula with the date equal to the maximum date to make the chart show the latest data.

 

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

View solution in original post

1 REPLY 1
v-cgao-msft
Community Support
Community Support

Hi @mali130 ,

 

This is possible if the tab is named after a date or if the table has a date field.

 Go to the Power Query editor, in the Source step, the [Name] column is the name of each workbook, and the [Data] column is the data table, and the metadata will be appended to a master table when expanded consistently.

vcgaomsft_0-1673403156114.png

If there is a date column, you can refresh the data and add a filter in the formula with the date equal to the maximum date to make the chart show the latest data.

 

Best Regards,
Gao

Community Support Team

 

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

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