Forum Discussion
How to work with monthly Datasets?
Hi ornicus,
Another idea I would suggest using a new type of data source called Folder. Every time you add a file into it, then refresh Power BI you will get all the data in one dataset from many excel files. Finally it's easy to compare the data of different month due to they are in one table (or called dataset).
1. "Get Data" connects to folder.
1) Click OK, you will get two records.
2) If you use "Combine files" (2), you will get one query with all the files. I guess they all have the same structure.
3) If you right click 3, then select "Add as new query", you will get new query (4). Single file of course.
2. You can have all the records from many files in one table.
3. Add a new file into the folder, refresh it. No other steps needed. As you can see the records from "June" have been read in, while the preview of Query Editor still doesn't have them because I don't refresh the query view.
Best Regards!
Dale
You may be able to do this with parameters. Check out this link:
https://powerbi.microsoft.com/en-us/blog/deep-dive-into-query-parameters-and-power-bi-templates/
Essentially you build out part of filename, add a new part and select parameter, and then build out the rest of the filename.
This is done in the datasource settings for your Excel file connection.
It's hidden here, but you can see a File path preview that shows what the file connection will look like.
Thanks for your answer, I will look into this feature.