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 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-bVAwU
If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly