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barbarabraga's avatar
barbarabraga
Regular Visitor
7 years ago
Solved

Connecting Power BI to a folder

Hello,

I have a folder with several excel files that are updated automatically every day. The day of the update is writen on the file (see below: 26/10, 27/10, 28/10, 29/10, and so on for all the days of the year.

I need to create a formula in Power BI to connect it to specific files at this folder: one especific for each month.

For example: for october I need Power BI to connect to the file 29/10 and for november I need it to connect to 28/11.

How can I set this? Is there any ways to write a formula so PBI selects the correct file for each month?

 

Thank you!!

  • Stachu's avatar
    Stachu
    7 years ago

    you need to do the following:

    1) go to the Query Editor

    2) select the query you want to edit from the query list on the left

    3) have Query Settings enabled (first icon in the View ribbon)

    4) select the first step in the Applied steps list (most likey it's named Source)
    5) in the main window you should see the table with file names - you can filter there using the button in the right side of column name

4 Replies

  • Stachu's avatar
    Stachu
    Icon for Community Champion rankCommunity Champion

    if you edit  the Power Query you can add a filter to the files that you want - are their names static? if so then it should be quite straight forward

    If not then you should create a filtering logic that would match the changing naming convention (e.g. get latest file for a given month, etc.)

    • barbarabraga's avatar
      barbarabraga
      Regular Visitor

      They are static. How can I create this filter? Were excatly?

      • barbarabraga's avatar
        barbarabraga
        Regular Visitor

        They are static, but I need these especific files for each month:

        27/01/2018

        28/02/2018

        30/03/2018

        27/04/2018

        29/05/2018

        26/06/2018

        28/07/2018

        26/08/2018

        27/09/2018

        28/10/2018

        29/11/2018

        26/12/2018