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jpalaci1's avatar
jpalaci1
Icon for Helper I rankHelper I
4 years ago
Solved

Make PBI report live/refeshable from Excel workbook for single tab/sheet

I have PBI report that data's sourced from a particular tab from an Excel workbook. I only use this single tab from Excel. This workbook is renamed each month so I'm not sure how I could automate or ...
Need Help
  • PaulDBrown's avatar
    PaulDBrown
    4 years ago

    You could probably use the option to reference a folder as the source. You would probably need a static named workbook as the reference file in the folder (with the columns included in the file which will be renamed but with 0 for value columns). If the file which is renamed keeps the structure of the referenced file, the folder as a source will pick up the renamed file to import and do its magic. 

PaulDBrown's avatar
PaulDBrown
Icon for Community Champion rankCommunity Champion
4 years ago

You could probably use the option to reference a folder as the source. You would probably need a static named workbook as the reference file in the folder (with the columns included in the file which will be renamed but with 0 for value columns). If the file which is renamed keeps the structure of the referenced file, the folder as a source will pick up the renamed file to import and do its magic. 

  • jpalaci1's avatar
    jpalaci1
    Icon for Helper I rankHelper I
    4 years ago

    I followed this and totally worked. Thank you!