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Making a standardized report
Hello, I'm very new to the BI world and have a few questions. Let's say I have a few excel files produced monthly to help track things like revenue per client, total sales, etc., that use have th...
Hi edrive ,
If you keep the name of the source Excel document the same every time, (i.e. rename it every month and keep it in the same folder.) Then just refresh the report every month.
Hope this helps!
Caleb Foster
Thanks for the response! Would this work if there are multiple files that I'm pulling data from to use in the one report every month?
AS long as you aren't messing with the format, they should have no problem being updated. As long as you set up your query in an understandable way you should be able to spot errors rather easily if they come about