Forum Discussion
Best Practices Advice for Automated Refresh Excel CSV
Hi Anonymous
To automate the process of loading weekly Excel files into Power BI, you can use a folder as your data source. This method works whether the file names change or remain the same, as long as the data structure stays consistent. You can store these files in OneDrive for Business or SharePoint, and Power BI will automatically update during scheduled refreshes.
1. Store your weekly Excel files in a folder on OneDrive for Business or SharePoint.
2. In Power BI Desktop, go to Get Data > Folder, and select the folder location.
3. Power BI will combine the data from all files in the folder, and you can transform the data in Power Query if needed.
4. Set up automatic refresh in the Power BI Service to pick up new files added to the folder.Helpful Tutorial Videos:
- https://www.youtube.com/watch?v=x30ssa2K9gU
- https://www.youtube.com/watch?v=4IaQb3KkcjI
- https://www.youtube.com/watch?v=NISsW-bVAwUIf this post helps, then please consider Accepting it as the solution to help the other members find it more quickly
Hi! Create a folder in a SharePoint site. Make sure that each csv file follows the same schema as far as field names (doesn't matter that every file name is different). Then, you will use the SharePoint folder connector and find the folder you need, then you can have the steps to combine files. This way every time you do a refresh it it'll append all the files from that folder together as one 🙂
Here is an article with details on geting this set up: Power Query SharePoint folder connector - Power Query | Microsoft Learn