Forum Discussion
Rolling Data Capture
If you place all the data reports (source files) in a folder, you can use the Folder connector. Power Query will automatically append all the data reports in a single table. Remove the column Source.Name and then Remove Duplicates. New data reports will automatically be included when you refresh the Power BI report.
- RMW133 years agoRegular Visitor
DataInsights Thank you for your response, but all of my data reports are in a single folder. I save them there using PowerAutomate. This leads to a problem though because I end up with duplicates for days that are included in more than one report. I tried removing duplicates, but it removes all instances of the duplicated data, so I end up only showing unique values, which is only the new entries on the previous day's report.... unless there is a trick to remove duplicates I am not aware of.
Below is a snippet where I show one example of duplicated data.
This example I highlighted with the green marks is the same entry that shows up on the three reports. If I were to continue the examples for Jan 26 and Jan 27, you would see that the data entries for the highlighted value would drop off of the daily report on Jan 27, and because it is after the "Base Data", I would lose all visibility to these sales.
What I am looking for is a way to automatically add the highlighted data to the "Base Data" report I created manually that includes all data up to, and including, Jan 21.
Cheers!
- DataInsights3 years agoSuper User
Are all data reports kept in the folder, or do you keep only the latest x number of data reports? If all data reports are kept in the folder, then logically you should be able to union them all, remove duplicates, and be left with only one instance of each row. In the example, if you union the three data reports, you would get three rows for Jan 22, Salesperson A, 500. If you remove duplicates, two of these rows would be removed, leaving you with one row for Jan 22, Salesperson A, 500. If you then add data reports for Jan 26 and Jan 27, the row for Jan 22, Salesperson A, 500 would still be picked up via the Jan 23, Jan 24, and Jan 25 reports (this would be a union of 5 data reports).
- RMW133 years agoRegular Visitor
I keep all reports in the same folder.
Regarding the suggestion to remove duplicates... I've tried this, but when I do it, it removes all instances of the duplicate, so I'm left with only the new entries. Is there a way the duplicated instances only? I know in Excel when you remove duplicates, it leaves you with the original instance, but I can't seem to get that to work in PBI/PQ.