BEST PRACTICE IN GETTING MONTHLY DATA

[zraopingm]

hello, what is the best practice in upload each period fact data?

say, we begin with month 1 sales table into power bi, transform it

then month2, should i import it into power bi and append it to month 1, but we will still have two tables, this practice will have month3, 4,5..etc, too many tables

i can of course use sharepoint folder and combine all months..the problem with this all months has to be consistent..

i just want to learn if there is a good practice out there, thank you

Zoey

[Ashish_Mathur · Accepted solution]

Hi,

Follow the steps shown in this video - (youtube.com)

[zraopingm]

Thank you!! I have never tried to import a live workbook in the past.. 

this is really helpful thank you 

Zoey

[v-jianpeng-msft]

Thanks @Ashish_Mathur   and @lbendlin  .

Hi,  @zraopingm 

Importing a real-time Excel book is indeed a great way to do it. Have you solved your problem?

Best Regards

Jianpeng Li

[zraopingm]

yes thank you

Zoey

[Ashish_Mathur]

You are welcome.

[zraopingm]

Thank you for yout time, around 500 records each month or more, columns are consistent, for now i append them to one master files, but the issue is i have each month table accumulated into power bi,, and that is a bit of headache

Zoey

[lbendlin]

That is a very tiny amount of data. You can keep all your data in a single file for a very long time.

[lbendlin]

how many rows for each month?  The files don't have to be 100% consistent as long as there are common columns.