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EsterBR
Helper II
Helper II

SharePoint folder

Hi, I have some Excel files in a SharePoint folder that I would like to combine. The issue is that I would like to combine the excels that are in a folder within a SharePoint site and when I connect the SharePoint site to Power BI desktop appears all the files in the site.

 

I would like to connect only the files in the folder within the site for example: https://XXX.sharepoint.com/sites/Customer/Documents/Folder1/Folder2

 

Is this possible?

 

Thanks!

2 REPLIES 2
chonchar
Helper V
Helper V

@EsterBR 

Once the tables are loaded into PBI, you can append the queries the PQE also. 

chonchar
Helper V
Helper V

So, when you connect to SharePoint, you connect to everything you have access to. Just use the base file path name (no sub folders etc) should be like "sharepoint.com/teams/thissection"

 

Select > get data > More > Sharepoint.  A box should open up. enter the "sharepoint.com/teams/thissection" (whatever the base folder is titled). 

 

Search for your data (the name of the specific file)

 

Select your new table and click the Action button with the two down arrows. Search for the File you just created. Title should start with “WhateverFileYouWantToFind” Check the box next to your file name and then click OK. 

 

ADialouge box should open. 

You will then see the “combine files” box. Select your new table then click OK.   

 

Once the Query is loaded, title it “FWhateverFileYouWantToFind.” (Or whatever year you are uploading) by double clicking “Query 1.”  

 

Then close and apply. 

 

Repeat steps for each file. 

 

Best, 

Cam

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