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selected_'s avatar
selected_
Icon for Helper IV rankHelper IV
5 years ago

How update CSV file into current power bi report?

I sit and think about different methods which is effective when it comes to updating   a power bi report monthly with a CSV file.

Say for example I have a power bi report file with a data from January 2018 until August 2020. And I wanna export whole september 2020 from the database in cloud into a CSV. Which method is effective to use when I want to put those new data into my power bi report file along with previous date data from January 2018 until August 2020?

1. Import as usual and drag the date in the new file into the DATE table?

2. Tranform the new data and merge with the current power bi report tables?

 

Or any one is more effective and less manully ways?

2 Replies

  • kcantor's avatar
    kcantor
    Icon for Community Champion rankCommunity Champion

    working with CSV files is something most of us do. Generally speaking, with monthly downloads, I will export to a specific folder and use get data to pull all folder contents into the query.  When working with a folder pull, it is best to future proof the results by filtering to a specific file type in the query. This link offers great information on the process. 

    https://powerpivotpro.com/2016/12/import-csv-files-folder-filenames-power-bi/

     

  • v-alq-msft's avatar
    v-alq-msft
    Icon for Community Support rankCommunity Support

    Hi, selected_ 

     

    I'd like to suggest you try using folder connector to combine data in each excel. Please make sure each table in each excel has the same name and column names.  You need to select the object to be extract from each file.

     

     

    When you add new file with new data in the folder, you only need to click refresh button to get the new data.

     

     

    Result:

     

    For further information, please refer to the document .

     

    Best Regards

    Allan

     

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