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MichaelF1's avatar
MichaelF1
Icon for Helper III rankHelper III
4 years ago
Solved

How to edit sheet name in Excel doc when source is a folder

Hi everyone,   I have a PBI report that uses a folder of excel docs as the data source.   I want to change the excel docs and I think I need to change the name of the actual tab in the excel file...
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MichaelF1's avatar
MichaelF1
Icon for Helper III rankHelper III
4 years ago

Hi v-janeyg-msft , thanks for your suggestion but unfortuantely this does not give me the result I need. If I click the Binary hyperlink as in your suggestion, I get the dialogue box below:

If I click continue, then all my subsequent steps in power query are erased - so I have to start my query almost from scratch gain. I definitely don't want this!

What I want is just to be able to change the name of the sheet that power query looks for, but keeps everything else in the query as it is.

 

Thanks again,

 

Michael

 

 

 

 

v-janeyg-msft's avatar
v-janeyg-msft
Icon for Community Support rankCommunity Support
4 years ago

Hi, MichaelF1 

 

I don't understand your question very well, as I mentioned before, it is impossible for powerbi to modify anything in the source data, it can only modify the content displayed in powerquery or desktop.

But I don't see the table name appearing in your steps. Why do you want to modify it? What is the role of what you are trying to modify in pq?

 

Best Regards,
Community Support Team _ Janey

  • v-janeyg-msft's avatar
    v-janeyg-msft
    Icon for Community Support rankCommunity Support
    4 years ago

    Hi, MichaelF1 

     

    I probably understand what you mean, but you may need to change your thought and try to use dynamic data sources by using different dates in table names.

    You can refer to it first:

    Solved: Dynamic Excel name handling in Power BI - Microsoft Power BI Community

    Solved: Re: 2 Parameters - Microsoft Power BI Community

    Then if you have any specific questions, please feel free to ask me.

     

    Best Regards,
    Community Support Team _ Janey

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

  • MichaelF1's avatar
    MichaelF1
    Icon for Helper III rankHelper III
    4 years ago

    Hi v-janeyg-msft ,

     

    Sorry if I wasn't clear, I think I've confused myself! Let me start again and ask my question in a different way:

    I have a folder of multiple xlsx files as a data source for PBI - (all the same format, but with data for different months). If I want to change one or more of these xlsx files at a later date, do I need to ensure that the sheet names remain the same, for my Power Query code to work?

     

    Thanks again

     

    Michael

     

  • MichaelF1's avatar
    MichaelF1
    Icon for Helper III rankHelper III
    4 years ago

    Thanks v-janeyg-msft I'll check those links out.

     

    Thank you for your help, 

     

    Michael