Forum Discussion
Helper IHow do I append a refreshed file to previous data without losing original data?
Super Userdmoskowitz anytime, good luck!
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Helper ISo from my research, it looks like I have to use R to export the monthly report after bringing it into Power Query. Is there another way without R? Thanks!
- negi007
Community Champion
dmoskowitz one suggestion I would like to give you
1. You create a folder and put all your files in that folder
2. You can specify the name of each file with date like 01.Jan.2021_filename for Jan'21 data and so on for other months data
3. In power query you can import data using data from folder option. when you import data, you also get a column having name of the file. You can in power query, use the file name to create a date column
4. when you combined all your files, it will have a date column which you can use to view monthly data. this way every month when you refresh, it will automatically add the latest month data.
let me know if this works for you.
- dmoskowitz
Thank you. The source data file name always has the same name and gets overwritten each month. We need a solution where everything gets done in PowerBI/PowerQuery so there is no option to rename the source file each month. That may be an easier solution, but we need to limit human interaction as much as possible
