Forum Discussion

Satch's avatar
Satch
Helper III
8 years ago

Create separate table with Inventamount per month

Hi, I want to build historical data from my import. Will explain:   Every day I get the data from an xml file, it's something like ITEM     QTY   COSTPRICE Item A     2          10 Item B     ...
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KimKnudsen's avatar
KimKnudsen
Frequent Visitor
8 years ago

Hi Satch,

 

Maybe this isn't the answer you are looking for, but if the end goal is to create a historical inventory report with Power BI, why not just save the xml file as your are doing dayli, and make Power BI crawl through the files to create the table you are looking for?

 

You can use Power Query to extract the data from all of your files and apply the logic your are talking about, saving the latest value each past month and the current value in the current month. That gives you the ability to create a historical inventory report.

 

You might consider using Excel and Power Query combined with Power Update, to create a consolidated Excel Table to query from Power BI Desktop.

 

Hope it's helpfull.

 

Best Regards,

Kim

Satch's avatar
Satch
Helper III
8 years ago

KimKnudsen

 

Hi Kim,

 

thaks.

What I do now is export the data from the table visual in a separate file each month.

And power BI reads and combines those different files in 1 table with the values per month.

 

Are we talking the same? Or do you have another idea in your reply.

I don't know anything about Power Query combined with Power Update...

  • KimKnudsen's avatar
    KimKnudsen
    Frequent Visitor
    8 years ago

    Hi Satch,

     

    I'm not sure I understand why you would export the data from a table visual, and then import it again. I would try using the raw export files, and then build my table from them.

     

    Power Update and Power Query combined shouldn't be neccesary. Power Update is a tool for scheduling refresh, and if you then used Power Query in Excel to update an Excel table in advance, you might have a better setup. Anyway, that's probably to much, compared to what you are after..

     

    /Kim 

    • Satch's avatar
      Satch
      Helper III
      8 years ago

      Thanks Kim,

       

      I will look to this setup later when I have more time and knowledge

      For now I use the one mentioned. It's quick an dirty :)