How to retain historical Excel data in Power BI while appending new monthly data

[ZoyaHafeez01]

How to Keep old Excel data inside Power BI even if you delete the file and still be able to add new data every month into the same dataset/report?

[ZoyaHafeez01]

Really appreciate your clear explanation. This fixed my issue, thank you!

[Shahid12523]

Put all monthly Excel files in one folder (SharePoint/OneDrive/local).

Use Power BI’s Folder connector → it combines all files into one dataset → history stays.

Each month, just drop the new file in the folder.

Don’t delete old files if you want to keep history.

[GeraldGEmerick · Accepted solution]

@ZoyaHafeez01 You could import the file into a table and then disable refresh on that query. In Power Query Editor, you right-click the query and disable refresh. You could then append that data to new data coming in from elsewhere.