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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...

     

gtamir's avatar
gtamir
Post Patron
7 years ago

PattemManohar v-yulgu-msft

 

OK I found the problem.

I had 3 files in the folder. I filtered the load to 2 first one in order to load the 3ed one later by the refresh.

This filter remains of course and never loaded the 3ed file.

I'll make a few more tests and update.

 

Giora

  • PattemManohar's avatar
    PattemManohar
    Community Champion
    7 years ago

    gtamir That’s Cool :smileyhappy: