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MadMitch's avatar
MadMitch
New Member
4 months ago
Solved

Importing an overwritten excel file

Hello, I have built a dashboard that gathers data from a downloaded Excel file, it is saved as SafetyCulture-Issues.xlxs, and ity contains data for March. The file origionally had the file name Safe...
Need Help
  • MadMitch's avatar
    MadMitch
    4 months ago

    Just by way of update. I now download the new excel spreadsheet, and save as a xlxs file. I then copy the contents, and paste it into the original file.

    Seems to be the easiest and quickest way, and is working well at the moment.

     

    Thanks for all your suggestions. It's much appreciated.

    Mitch.

Shai_Karmani's avatar
Shai_Karmani
Icon for Super User rankSuper User
4 months ago

Power BI saves the full file path inside the report, not just the file name. When you saved on top of the old file, Windows kept the new file but Power BI still has the original path with the date in it stored in the query, so the refresh keeps reaching for SafetyCulture-Issues-20260423.xlxs.

 

To fix it, in Power BI Desktop go to the Home ribbon, click Transform data, then Data source settings. You should see the old path with the date listed. Click it, then click Change Source, browse to your current SafetyCulture-Issues.xlxs file and click OK, then Close. Click Apply Changes when it offers and refresh, and the report should pull the new month.

 

Going forward, always save the file with the same fixed name SafetyCulture-Issues.xlxs in the same folder, and a refresh in Power BI is all you need each month.

 

If that was helpful, please give a thumbs up and mark it as resolved.

 

Thanks,

Shai Karmani