Forum Discussion
Input Multiple Excel sheets to capture historical data in Power BI
My customer gives me the below requirement for employees work timesheet dashbaord.
There is a shared path location in which they will be placing an excel sheet every week. The excel sheet will be having same name with date stamp in it and the format will be same always.
Example: Timesheet_DDMMYYY.xlsx
Every week my Power BI report will get refreshed where it will also get the data from new excel sheet with new date in the file name and load to the model. So that my Power BI report will have historical analysis data.
Note: They don't like the way of loading the excel sheets to DW and then connect to Power BI.
Anonymous , As per what I got. You need 2 things
You can get date based on sheet name
https://community.powerbi.com/t5/Desktop/Add-custom-column-with-sheet-name/m-p/877507
You can also check this DAX append method to add new data
https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-data-to-it-using-incremental-refresh/
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/
2 Replies
Anonymous , As per what I got. You need 2 things
You can get date based on sheet name
https://community.powerbi.com/t5/Desktop/Add-custom-column-with-sheet-name/m-p/877507
You can also check this DAX append method to add new data
https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-data-to-it-using-incremental-refresh/
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/Anonymous
I guess you are looking for folder connector, where you can load excel files from a folder. Take a look at:
Power Query Folder connector | Microsoft Docs
Paul Zheng _ Community Support Team
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