Excel import - replacing and adding to data

Hi Helen_1 ,

In Power BI Desktop, use the "Get Data" feature to connect to SharePoint. Provide the URL of the SharePoint folder where your transaction reports are stored. Select the Excel file you want to connect to and import the data into Power BI.
Create a report on a SharePoint List in Power BI Desktop - Power BI | Microsoft Learn
Once the data is loaded into Power Query, you will need to apply transformation steps to identify and replace old transactions. Use the "Merge Queries" feature to join the new data with the existing dataset on the transaction number field. Apply a filter to keep only the most recent transactions based on your criteria (e.g., status change or 'unposted'). Remove duplicates by keeping the latest entry for each transaction number.
Merge queries overview - Power Query | Microsoft Learn
After publishing your report to the Power BI service, you'll want to set up a scheduled refresh to ensure your data stays up-to-date with the SharePoint folder. Configure refresh settings in the dataset settings within the Power BI service to refresh daily, matching the frequency of your SharePoint updates.
Configure scheduled refresh - Power BI | Microsoft Learn

Best Regards,
Dino Tao
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