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Tode's avatar
Tode
Regular Visitor
8 years ago
Solved

Monitor evolution during time combining data sets uploaded to Power BI on a monthly basis?

Hi all,   I have a list of Contracts (Contract ID, Contract Status, Contract Value) in Excel that I update on a monthly basis. I would like to create a model on PowerBI desktop, where each month I...
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  • v-yulgu-msft's avatar
    v-yulgu-msft
    8 years ago

    Hi Tode,

     

    Each month, after loading data from a new excel file, you can go to Editor Query mode to combine it with the dataset related to previous month. In your report chart, you should drag fields from the combined dataset.

     

    Alternatively, you can place monthly excel files into the same folder, that case, you can connect to Folder rather than separate Excel Files when loading data. Each time, the folder is updated, the data imported into desktop will be updated, too.

     

    Regards,

    Yuliana Gu

v-yulgu-msft's avatar
v-yulgu-msft
Microsoft Employee
8 years ago

Hi Tode,

 

Each month, after loading data from a new excel file, you can go to Editor Query mode to combine it with the dataset related to previous month. In your report chart, you should drag fields from the combined dataset.

 

Alternatively, you can place monthly excel files into the same folder, that case, you can connect to Folder rather than separate Excel Files when loading data. Each time, the folder is updated, the data imported into desktop will be updated, too.

 

Regards,

Yuliana Gu