Forum Discussion
Loading selective months from previous data files
Anonymous solution attached, you can further tweak it as per your need, but I guess this will give you the basic idea.
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Hi parry2k ,
Please find the pbix file with sample data loaded in the link below:
https://drive.google.com/file/d/1BfVAVJs_heORrOhac6sH7RCBEKZ2b_LP/view?usp=sharing
There are 3 data files loaded:
1. Sample Report Jun to Dec (latest file)
2. Sample Report Apr to Dec
3. Sample Report Jan to Mar
The desired outcome is to setup a logic wherein all the rows from the latest file get loaded into the Power BI Model.
When File 2. gets loaded, only rows from Apr and May should be loaded into the Power BI Model as the latest file already contains rows from Jun to Dec.
When File 3. gets loaded, all the rows from Jan to Mar should get loaded as the Power BI Data dataset contains rows from Apr to Dec now so there is no overlap in this case.
Please let me know if you have any queries.
Thanks,
Vishy
Anonymous I cannot perform any power query steps, I need these 3 excel files as well or you should create data table directly in the power bi rather pointing to excel file.
Hi parry2k ,
Please find the data files uploaded in the below link -
https://drive.google.com/file/d/1Rdrw84QdH8ktIlmRaD5eloFmzwy5yu42/view?usp=sharing
Regards,
Vishy
Anonymous solution attached, you can further tweak it as per your need, but I guess this will give you the basic idea.
I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!
⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡
Thank you parry2k for the help !
Hi parry2k ,
Just 1 follow-up question. The steps given by you surely work and achieve the result.
But given the scenario that the file names would change every month as this data is generated monthly or sometimes even weekly, my understanding is that there needs to be a fixed standard file name such as Current Month, Previous Month and so on so that the Merge and Append operations point to the same dataset name so as to ensure there is minimal to no manual intervention needed.
Is that correct? Please advise.
Regards,
Vishy