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vannavada
Frequent Visitor

Uploading Excel file in power bi service to get updated dashboard(instead of manually selecting)

Hello good people, 

 

I am here for a suggestion. My bosses wants to know if there is a way we can develop a dashboard with all the details needed, but upload an excel file with multiple part numbers which will act as a filter to show the details of only those part numbers instead of selecting those multiple part numbers as a filter/slicer in power bi report. If there is any other way also, please do post here. That would help me a lot.

 

This might be a simple request but I haven't found any solution to this. 

1 ACCEPTED SOLUTION
Nathaniel_C
Super User
Super User

Hi @vannavada ,
If I understand your issue correctly, you could go to power query and merge the Excel table with your existing table.  Use the part number as the join field in both tables.  When you merge select the Excel table as the first table and do a left outer join, which will give you only the rows that are in the Excel table for your data. If you need all the original data in your table, simply duplicate the base table first, keep the original, and point your visuals to the new table.

Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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5 REPLIES 5
Nathaniel_C
Super User
Super User

Hi @vannavada ,
Not sure if I understand the issue.  If the user puts the Excel sheet in the same location, and you have an automatic refresh set up on a daily basis, it should work automatically.  Just for my understanding are you a Power BI developer?
Thanks,

Nathaniel





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@Nathaniel_C Yes, I am. But I have got an year and half gap from using Power BI. I think I understand what you are saying. If I connect an excel sheet from a common location where the user can update the file whenever needed, the report on service also updates with the newest excel file data.

Hi @vannavada ,
Wow, that must be tough getting up to speed with all the change in that amount of time to PBI! Good luck! 
Yes, you would just need to make sure that the Excel file was refreshed with the latest data first.  Maybe give the user a daily deadline to update, or have multiple refreshes in the service.  I usually add a measure that captures the latest refresh, so that the users have confidence in the data.

Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel






Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




vannavada
Frequent Visitor

@Nathaniel_C  Thankyou for your response. But what if the user wants to do it on regular basis on the power bi service. The user will have a list everyday that he wants to upload and get the data. We are trying to build the reports so the IT/reporting teams doesn't have to follow up on these requests everytime they have one.

Nathaniel_C
Super User
Super User

Hi @vannavada ,
If I understand your issue correctly, you could go to power query and merge the Excel table with your existing table.  Use the part number as the join field in both tables.  When you merge select the Excel table as the first table and do a left outer join, which will give you only the rows that are in the Excel table for your data. If you need all the original data in your table, simply duplicate the base table first, keep the original, and point your visuals to the new table.

Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




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