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Anonymous
Not applicable

Weekly Excel Reports with Power BI Template

Trying to think out a process.....

 

Management generates weekly project reports (Excel).  They are worked on for a week and they are complete.  I built a Dashboard report (Monday - Saturday) from it.  I converted to a template.  i can easily add a different excel dataset file to it and produce a report.  But its manual and we would like to pass this off to an admin so that each week as maybe 4-5 project excel files come in to a SharePoint folder, that it could be MAYBE automated in someway.

 

My goal......  is it at all possible that:

1.) Managers place excel project files into same SharePoint library.  Automatically take each file, use the template, and auto-generate the weekly dashboard report.  

2.) Not sure where the auto generated files would go.. In the same SP library??  Is it also possible to auto publish the reports so that they can be used in ScreenCloud?

 

My main focus is 1.) auto create Dashboard report per the template and 2.) Auto publish..... OR does this require manual.  Thoughts and especially  how to would be appreciated.  I assume i will have to use Power Automate but im unsure of how this all would work.

 

 

1 REPLY 1
VijayP
Super User
Super User

@Anonymous 

my suggetion is to use Folder option in Power BI File Types DataSource
keep adding excel files to the folder and just refresh in power bi desktop to get the data automatically!

Hope this helps you ! Please share your Kudos!




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