Forum Discussion

v-juanli-msft's avatar
v-juanli-msft
Community Support
6 years ago

Hi serena11 

If you have monthly excel files in one folder, you could connect to the folder via "Folder" connector in Power BI Desktop.

Then you can get all files information in Power Query,

filter the current month row, then expand the table data,

you can always have the newest month data to show on Power BI report.

For more details, you could refer to this article.

https://powerbi.tips/2016/06/loading-data-from-folder/

 

 

The method above needs to refresh from Power BI Desktop so that the changes can update in Power BI.

To make the refresh automatically, you could publish Power BI Report to Power BI Service, then configure schedule refresh with the on-premise gateway.

https://docs.microsoft.com/en-us/power-bi/desktop-upload-desktop-files

https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh

 

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
serena11's avatar
serena11
Regular Visitor
6 years ago

Unfortunatly I want future monthly reports to update automatically which get released every month, which are obviously to be releasd in the futre. Does that mean uyour solution will not work?

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    6 years ago

    Hi serena11 

    Yes.

    With schedule refresh you could set the date and time to refresh your report from data source automatically.

     

    Best Regards
    Maggie
    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.