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dkao
Frequent Visitor

Is there a way to automate the data visualization process to generate the reports?

Hi all,

 

Let's say for every time a new csv file or excel file comes in having same columns, I would like to make exactly same charts (such as scatter plots or bar charts) with the same methdology and generate a report.

Is there a way to automate that process? I've searched through but didn't find anything close to that.

I am not even sure if that exisits in PowerBI. Any directions or suggestions are welcome and appreciated.

 

 

Thanks.

 

1 ACCEPTED SOLUTION

HI @dkao ,

 

In that case, yuo can just go to File--> Options and Settings -->Data Source Settings, modify the path od your csv files and apply chnages.

This will refresh data for your report.

 

If this helps and resolves the issue, appreciate a Kudos and mark it as a Solution! 🙂

 

Thanks,

Pragati

Best Regards,

Pragati Jain


MVP logo


LinkedIn | Twitter | Blog YouTube 

Did I answer your question? Mark my post as a solution! This will help others on the forum!

Appreciate your Kudos!!

Proud to be a Super User!!

View solution in original post

5 REPLIES 5
Pragati11
Super User
Super User

HI @dkao ,

 

Your requirement is not clear to me.

  1. Do you updating the existing Power BI report with new data files?
  2. Do you mean appending new data to existing data used to generate a report in Power BI?

 

If this helps and resolves the issue, appreciate a Kudos and mark it as a Solution! 🙂

 

Thanks,

Pragati

Best Regards,

Pragati Jain


MVP logo


LinkedIn | Twitter | Blog YouTube 

Did I answer your question? Mark my post as a solution! This will help others on the forum!

Appreciate your Kudos!!

Proud to be a Super User!!

The first one:

 

To update the existing Power BI report with new data files

 

HI @dkao ,

 

In that case, yuo can just go to File--> Options and Settings -->Data Source Settings, modify the path od your csv files and apply chnages.

This will refresh data for your report.

 

If this helps and resolves the issue, appreciate a Kudos and mark it as a Solution! 🙂

 

Thanks,

Pragati

Best Regards,

Pragati Jain


MVP logo


LinkedIn | Twitter | Blog YouTube 

Did I answer your question? Mark my post as a solution! This will help others on the forum!

Appreciate your Kudos!!

Proud to be a Super User!!

Hey @Pragati11, thanks a lot, it works!

 

I am also curious about the second one (adding new rows), in case there's a need in the future.

 

 

Hi @dkao ,

 

For the second scenario, you can append data in Query editor to your existing files.

You can refre the following article for this:

https://radacad.com/append-vs-merge-in-power-bi-and-power-query

 

If this helps and resolves the issue, appreciate a Kudos and mark it as a Solution! 🙂

 

Thanks,

Pragati

Best Regards,

Pragati Jain


MVP logo


LinkedIn | Twitter | Blog YouTube 

Did I answer your question? Mark my post as a solution! This will help others on the forum!

Appreciate your Kudos!!

Proud to be a Super User!!

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