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gmat's avatar
gmat
Icon for Helper I rankHelper I
2 years ago

How to handle Quarterly Excel and CSV Files

Hi everyone, I need some guidance on the best approach to manage and visualize my data in Power BI. Here’s the situation: Data Sources: I have multiple Excel and CSV files for each ...
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lbendlin's avatar
lbendlin
Icon for Super User rankSuper User
2 years ago

create two queries.  One to collect the list of the CSV files, and then to combine their content.  The other to do the same for the Excel files.

 

Resist the urge to try and combine these two queries in Power Query.  Let the data model / DAX do the work for you.

gmat's avatar
gmat
Icon for Helper I rankHelper I
2 years ago

Can you give me an example of how to do this? Basically you are saying I need to write a query to grab the data from the individual excel files?

  • lbendlin's avatar
    lbendlin
    Icon for Super User rankSuper User
    2 years ago

    yes, sort of a template.  Describe the extraction process for one file, and then apply to all files.  Similar to what the "Combine binaries"  feature does but without all the extra baggage.