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RichOB
Helper I
Helper I

Need Help: Updating quarterly data graphs automatically

Hi, I have a basic graph of Area data. There are 2 spreadsheets with the quarterly figures.

 

When I add SD2 to the page with the updated 2nd quarter figures, how can I keep the graph the same but the Q2 graph bars be added and the legend include Q2?

 

I have been doing this manually, merging both spreadsheets into one, and then toggling the date filter to the different quarters. But I need to know how to do this by uploading the 2nd spreadsheet into the same Powerbi page please.

 

Thanks for your help!

 

Screenshot 2024-02-23 094229.pngSD!_pbi.png

1 ACCEPTED SOLUTION
v-yiruan-msft
Community Support
Community Support

Hi @RichOB ,

You can follow the steps below to get it:

append the data from the second spreadsheet (SD2) to the first one (SD1) directly in Power Query Editor. Here are the steps:

  1. Load both data sources into Power BI: Go to Home > Get Data > xx and load the data(SD1 and SD2)
  2. Append the data in the Power Query Editor: Select the first table (SD1), then go to Home > Combine > Append. In the Append Queries window, select the second table (SD2) and click OK. Note that the column names in both spreadsheets should be the same for this to work. If the column names are different, you might need to rename them before appending the data. vyiruanmsft_0-1708938068844.png
  3. Load the appended data: Click Close & Apply on the Home tab to load the appended data into Power BI
  4. Update your graph: Now, your graph should automatically update to include the Q2 data. If not, you might need to refresh the visual or the data model.

Best Regards

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

View solution in original post

4 REPLIES 4
v-yiruan-msft
Community Support
Community Support

Hi @RichOB ,

You can follow the steps below to get it:

append the data from the second spreadsheet (SD2) to the first one (SD1) directly in Power Query Editor. Here are the steps:

  1. Load both data sources into Power BI: Go to Home > Get Data > xx and load the data(SD1 and SD2)
  2. Append the data in the Power Query Editor: Select the first table (SD1), then go to Home > Combine > Append. In the Append Queries window, select the second table (SD2) and click OK. Note that the column names in both spreadsheets should be the same for this to work. If the column names are different, you might need to rename them before appending the data. vyiruanmsft_0-1708938068844.png
  3. Load the appended data: Click Close & Apply on the Home tab to load the appended data into Power BI
  4. Update your graph: Now, your graph should automatically update to include the Q2 data. If not, you might need to refresh the visual or the data model.

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Ritaf1983
Super User
Super User

Hi @RichOB 
If I understood you correctly and the question is about combining dynamic Excel sheets , please refer to the linked video tutorial of @amitchandak 

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

Hi @Ritaf1983 thanks for replying!

 

Do you know the name of the tutorial? there are a lot of pages on his profile.

 

Thanks

Oh  @RichOB sorry I passed a link, this is a video:
https://www.youtube.com/watch?v=lIneR5VTW_8&t=13s

 

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