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Anonymous
Not applicable

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.  

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@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/

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2 REPLIES 2
V-pazhen-msft
Community Support
Community Support

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

amitchandak
Super User
Super User

@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/

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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