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nlaauw's avatar
nlaauw
Regular Visitor
5 years ago
Solved

Duplicating reports

Apologies as complete novice here - each week I create reports based on training data from courses I run. Is it possible to apply the same report functions to the new spreadsheet each week so I'm not having to create the reports each week?

  • Hey nlaauw ,

     

    welcome to Power BI 🙂

     

    I have to admit that I do not fully understand your requirements. Are you saying that each week you have one additional file, and want to create a Power BI report that comprises all the files? Then this article describes what you are looking for: Combine files (binaries) in Power BI Desktop - Power BI | Microsoft Docs

     

    If you want to use the newest file each week alone, then you can either use one of the three below approaches:

    • move older files to a remote directory, and use the folder data source
    • use a parameter in your query that points to the file you want to use (Power Query - Using Parameters - Excel Off The Grid), you have to point the parameter to the file you want to use manually
    • determine the most current file (based on metadata exposed by the file) inside your Power Query query, filter for this file, and then import the data from the file that is the most  current one

    Hopefully, this provides some ideas on how to tackle your challenge.

     

    Regards,

    Tom

1 Reply

  • Hey nlaauw ,

     

    welcome to Power BI 🙂

     

    I have to admit that I do not fully understand your requirements. Are you saying that each week you have one additional file, and want to create a Power BI report that comprises all the files? Then this article describes what you are looking for: Combine files (binaries) in Power BI Desktop - Power BI | Microsoft Docs

     

    If you want to use the newest file each week alone, then you can either use one of the three below approaches:

    • move older files to a remote directory, and use the folder data source
    • use a parameter in your query that points to the file you want to use (Power Query - Using Parameters - Excel Off The Grid), you have to point the parameter to the file you want to use manually
    • determine the most current file (based on metadata exposed by the file) inside your Power Query query, filter for this file, and then import the data from the file that is the most  current one

    Hopefully, this provides some ideas on how to tackle your challenge.

     

    Regards,

    Tom