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GeorgeFP
Frequent Visitor

Strategy to keep/store the data in Excel files received daily

Hello,

I am at my wit's end, as my own Google searches have brought me no closer to a solution.

 

Current state:
I daily receive an Excel file with the same name (a dump from our asset management system), with +- 80k records which I overwrite on OneDrive. This file is read by PBI desktop to report on.

 

Question:
My management now needs historical information (I should have known this would happen). What is the simplest/best strategy to keep all these files/data? I might be overcomplicating it for myself, but where/how will I store all this data for PBI?

 

PS. A real database like SQL is not an option as I do not have the skills.

Thanks in advance 🙂

 

Regards, George

1 ACCEPTED SOLUTION
FreemanZ
Super User
Super User

I had similar headache before, but on monthly bases. I did the following to survive:

 

1) Every time I get the new table, i add a reportdate column - all with the same date.

2) Put all the reportdate-added new tables into one folder. 

3) Use the folder as the data source of my PBI report. 

4) Append all the periodical tables

5) Relate the appended table to the Date table on the reportdate column. 
6) Then the stage is yours. 

Hope it helpful and good luck. 

View solution in original post

2 REPLIES 2
GeorgeFP
Frequent Visitor

Thank you FreemanZ

FreemanZ
Super User
Super User

I had similar headache before, but on monthly bases. I did the following to survive:

 

1) Every time I get the new table, i add a reportdate column - all with the same date.

2) Put all the reportdate-added new tables into one folder. 

3) Use the folder as the data source of my PBI report. 

4) Append all the periodical tables

5) Relate the appended table to the Date table on the reportdate column. 
6) Then the stage is yours. 

Hope it helpful and good luck. 

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