Forum Discussion

edrive's avatar
edrive
New Member
7 years ago
Solved

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 the same column headers each month. If I create a BI report for one month, is there a way to export that layout with the visualizations as a kind of standardized report so that I could just import the data for the next month and have it populate the existing visualizations?

 

I hope that makes sense, any help would be greatly appreciated.

Need Help
  • Anonymous's avatar
    Anonymous
    7 years ago

    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

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    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

    • edrive's avatar
      edrive
      New Member
      7 years ago

      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?

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        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