How to proper design a weekly report

[gpiero]

I need to create a report that each week import a csv file come from ERP.

let
    Source = Csv.Document(File.Contents("D:\Lavori\01.30_-_Studio Power BI\stock values csv"),[Delimiter="|", Columns=23, Encoding=1252, QuoteStyle=QuoteStyle.None]),

This report has to summarize the stock value for each storage location. But next Monday, I will receive a new file.

Then I would like to clean the model to elaborate new data. If I put the new data in the same path and using the same filename, which code should I add after let or source ?

I would be very grateful if you could help me to solve this issue.

[kcantor]

If you put the file in the same place using the same name you should just need to refresh the data.

[gpiero]

@kcantor

Thank you very much for your reply.

Pheraps I am a bit confusing. Up to now I have made reports where the total number of rows always increases.

In this case each week I get a sort of "picture" take in that moment.

My doubt is the following. Let us suppose that in th week 1 we have

Material      Project

[gpiero]

@kcantor

sorry ... early click...

@kcantor

Thank you very much for your reply.

Pheraps I am a bit confusing. Up to now I have made reports where the total number of rows always increases.

In this case each week I get a sort of "picture" take in that moment.

My doubt is the following. Let us suppose that in th week 1 we have:

Material      Project    qty           value

111                a             3             20

222                b             6             80

333                c              5            70

Then in the week 2 we have:

Material      Project    qty           value

111                a             3             20

222                b             3            40

222                e             3            40

333                c              5            70

444                f              10         100

The row 444 wil be added since it is new.  Same happen for row 222 e.

Row 222 b should be refreshed too. But what about the original row:

222                b             6             80

will be canceled from the model?

This is the point not clear to me.

[kcantor]

@gpiero

As long as the data exists in your new file it should exist in the query.

It is also possible to add multiple csv files and have the query append the new ones. See here for that: http://www.dutchdatadude.com/combining-text-csv-files-using-power-query-for-excel/

[gpiero]

@kcantor

Really I would not append anything neither in the week 2 nor in the weeks 3,4,5,.....

I fear that the row below

222                b             6             80 (week 1)

remain in the model data although has been split in two rows

222                b             3            40

222                e             3            40

If this happen the stock value for material 222 woud be 12.

222                b             6             80 (week 1)

222                b             3            40  (week 2)

222                e             3            40  (week 2)  

And it is wrong since it should be 6

This is why I would eliminate existing rows each time before refreshing data.

I hope I have been clear.

[v-caliao-msft]

Hi @gpiero,

For week2, what's the data looks like in your new file?

Material      Project    qty           value

111                a             3             20

222                b             3            40

222                e             3            40

333                c              5            70

444                f              10         100

OR

Material      Project    qty           value

111                a             3             20

222                b             6             80

333                c              5            70

111                a             3             20

222                b             3            40

222                e             3            40

333                c              5            70

444                f              10         100

If the data in new file looks like the former, then you just need to refreshe the data. If the data looks like the latter, could you please give the expected result, so that we can make further analysis.

Regards,

Charlie Liao

[gpiero]

@v-caliao-msft

Many thanks for your clarification.

I confirm that the new file will contain data in the following form

111                a             3             20

222                b             3            40

222                e             3            40

333                c              5            70

444                f              10         100

Then I assume the refresh is the solution because the data model will containg nomore the row below

222                b             6             80

Is this understanding correct?

Regard

[v-caliao-msft · Accepted solution]

@gpiero,

Yes, I have tested it, if the data on the file is
 
111                a             3             20
222                b             3            40
222                e             3            40
333                c              5            70
444                f              10         100

Then you will not get the row after refersh.
 222                b             6             80

Regards,

Charlie Liao