Montly file from ERP

[Anonymous]

Hi,

I have an excelfile that is updated on a montly basis per last day of month automatically from the ERP-System containing the stock value per that instance.

This file is overwrited every month with a new file from the ERP system. (So the figures from 2024-12-31 is overwrited with new data per 2025-01-31). 

I want to find a way to extract and store the data from 2024-12-31 before it is overwrited and then put together a file where I have accumulated data with date as a coulmn (see below example) Primarly, I want to handle this within PBI Desktop is possible.

Article  Pcs  Date

1           10   2024-12-31

2            5    2024-12-31

1            8   2025-01-31

2             7  2025-01-31

BR

Jonatan

[Anonymous · Accepted solution]

Hi @Anonymous ,

You can try to ensure that the monthly files are backed up through Power Automate, or if Power Automate is not available, you will need to manually back up the monthly files and update the historical data source.

For more details, you can refer to below blog:

How to automatically backup your Power Automate flows

Best Regards,
Adamk Kong

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ryan_mayu]

@Anonymous 

why not import from folder? Then you can import every momth's data to powerbi .

https://learn.microsoft.com/en-us/power-query/connectors/folder?wt.mc_id=DP-MVP-5004616

[Anonymous]

Hi
That is what I do today but its requires a manual action (copy from the ERP-File to the folder) which I want to avoid.