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skthomas2010
New Member

SharePoint Folder - receives updated extracts every 2 weeks and replaces the old extracts

I am trying to create a Power BI report that is connected to a SharePoint Site/Folder. 

The folder "Latest Reports" has 6 different extracts with different information within each. 
All extracts are replaced with newly downloaded extracts every 2 weeks within this Latest Reports folder. I need a safe way to link this data to Power BI and still be able to have it pull in the most recent extracts. Currently, it is not recognizing the new extracts when i refresh and it still is linked to the old set of extracts. How should I be connecting to this data set to have it automatically update with the newest extracts information when I click refresh within the Power BI Desktop?

Screenshot of RSW Reports.PNGLatest Reports extracts.PNG

1 ACCEPTED SOLUTION
Akash_Varuna
Community Champion
Community Champion

Hi @skthomas2010 Use the SharePoint Folder option in Get Data and filter the folder path to include only the "Latest Reports" files. Combine and transform the files, ensuring consistent structure across all extracts. When new files replace old ones every two weeks, Power BI will automatically detect and load the updated files during a refresh. Publish to the Power BI Service for automated refresh schedules or refresh manually in Desktop as needed.

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6 REPLIES 6
v-karpurapud
Community Support
Community Support

Hi @skthomas2010 

We have not received a response from you regarding the query and were following up to check if you have found a resolution from the information provided below. If you find the response helpful, please mark it as the accepted solution and provide kudos, as this will help other members with similar queries.

Thank You!

v-karpurapud
Community Support
Community Support

Hi @skthomas2010 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you.

v-karpurapud
Community Support
Community Support

Hi @skthomas2010 

Could you please confirm if your query have been resolved the solution provided by @Akash_Varuna ? If they have, kindly mark the helpful response and accept it as the solution. This will assist other community members in resolving similar issues more efficiently.

Thank you

Akash_Varuna
Community Champion
Community Champion

@skthomas2010 Well, it does matter if each report has different column headers, but you can still combine them with some extra steps. Power BI will try to match columns based on their names, but you can use Power Query to standardize the columns and fill missing values. You may need to add custom columns or adjust the data types to ensure consistency.

skthomas2010
New Member

I am not certain about combining the files. Each extract is a different report, it does not include the same column headers within each report. Does that matter?

Akash_Varuna
Community Champion
Community Champion

Hi @skthomas2010 Use the SharePoint Folder option in Get Data and filter the folder path to include only the "Latest Reports" files. Combine and transform the files, ensuring consistent structure across all extracts. When new files replace old ones every two weeks, Power BI will automatically detect and load the updated files during a refresh. Publish to the Power BI Service for automated refresh schedules or refresh manually in Desktop as needed.

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