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Helper IV
Helper IV

Troubleshoot: Folder being used as the data source

Power BI Community,


I created a dashboard with data sourced from a folder located on a shared drive. The folder within the shared drive contains multiple excel documents. Each document represents a separate month (i.e. January 2018, February 2018....). Right now the folder includes all twelve months of 2018. The data feeds into a vertical bar chart on the dashboard with each month listed on the X axis.


Earlier today I included the population for January 2019 into the shared drive. Rather than drop the January 2018 data from bar chart, the January 2019 data appended to the January 2018 data. How may I correct this issue to show February 2018 as the first month and January 2019 as the last month on the visual? Ideally I would like to see the oldest month drop off each month as I add the latest population.


I hope I was able to explain my issue clearly.



Gus Dahu

Not applicable

Hi @gusdahu,


You can create a custom monthnum column and sort the MonthYear(custom column eg. Jan-18, Feb-18,...... ,Jan-19).

While creating the custom monthnum column you can create it using SWITCH function in dax and give Feb-18 as 1, Mar-18 as 2.....


Workaround this, Hope once you will do , you will get clear picture.



Hi Amit,


Would it be possible for me to correct this issue without using a custom column? I say this because I want to be able to run the population out of my ERP system and drop it in the folder with little or minimal changes made to the actual file.



Gus Dahu

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