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gtamir's avatar
gtamir
Post Patron
7 years ago
Solved

Get data from folder and append

Hi, I am testing get data from folder and append. I was told that some automation can be performed here. The goal is to append new file from excel every month to an exising file.   I do get data f...
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  • v-yulgu-msft's avatar
    v-yulgu-msft
    7 years ago

    Hi gtamir,

     

    Just need to make sure all worksheets you want to combine share the same structure, then, place the new generated Excel file into the same folder, refresh the existing query PSSales in Power BI desktop, the new data will be appended automatically.

     

    Best regards,

    Yuliana Gu

  • PattemManohar's avatar
    PattemManohar
    7 years ago

    I've done the same test and it is working fine without any issues.... Two files in the folder as below..

     

     

    Created a simple table viz. and the output is as belo...

     

     

    Now added another file in the source folder 

     

     

    Now refresh the data for the table

     

     

    The table viz. will automatically reflect the new data...

     

v-yulgu-msft's avatar
v-yulgu-msft
Microsoft Employee
7 years ago

Hi gtamir,

 

Just need to make sure all worksheets you want to combine share the same structure, then, place the new generated Excel file into the same folder, refresh the existing query PSSales in Power BI desktop, the new data will be appended automatically.

 

Best regards,

Yuliana Gu

  • gtamir's avatar
    gtamir
    Post Patron
    7 years ago

    v-yulgu-msft

    It doesn't happen.

    The 3ed file has differnt name as every month I get another file. The structure is the same.

     

    There is something I miss here. How PBI distinguish between the files? there are other files in the folder appart from the one I want to append.

     

    Giora

  • gtamir's avatar
    gtamir
    Post Patron
    7 years ago

    v-yulgu-msft

     

    I made another test without changing anything in the appended files (No ETL), just try to append the 3ed file.

    I press Refresh Preview but the 3ed file is not appended.

     

    Giora

    • PattemManohar's avatar
      PattemManohar
      Community Champion
      7 years ago

      I've done the same test and it is working fine without any issues.... Two files in the folder as below..

       

       

      Created a simple table viz. and the output is as belo...

       

       

      Now added another file in the source folder 

       

       

      Now refresh the data for the table

       

       

      The table viz. will automatically reflect the new data...

       

      • gtamir's avatar
        gtamir
        Post Patron
        7 years ago

        PattemManohar

         

        I see that you refresh from the table and not from the query.

        Any way it doesn't work.