Loading new Excel data into existing report + queries

[davidhaynes]

 New to Power BI, so if the answer is simple, I apologize.

I have created visualizations based upon an existing Excel table, but now I will need to add more data (new datasets) coming in from others that need to be included in the reports.  What is the best methodology to handle this.  My criteria is:

- Would like the existing queries be used on the 'new' data that will come in on a regular basis (let us say once a week).

- Is a singular workbook approach better, with mulitple tabs (date1, date2, etc)., or is the Get Data?>Folder approach better.

- I want to use the date of the data (which is a column of the table) as a filter for a slider, however that seems to not work well.  Any tips.

Thanks much

David

[MattAllington]

The best approach is the one where you don't have to touch the inbound data manually after you have built the query. Personally I think if you have a choice (e.g. When the inbound type is not defined) it is best to get a new file each time with the date as the file name and then use get from folder. Jmo. 

[davidhaynes]

Matt,

Thanks for your input.

I have tried this, but the query seems not to be applied.

If uploading the files for someone to look at is appropriate, I will do so.  It is not alot of data in the Excel files right now.

David