auto Refresh monthly

[swathrddy]

Hi All,

I created KPI dashboard, Data extracted from Excel file (See pic). I am manually refreshing the data everymonth and then Unpivoting the NEW Date/Month Column.  

= Table.Unpivot(#"Changed Type1", {"1/01/2024", "1/02/2024", "1/03/2024", "1/04/2024", "1/05/2024", "1/06/2024", "1/07/2024", "1/08/2024"}, "Attribute", "Value")

Question: what is the best way to automate this process for next month. Excel file is in sharepoint which will be updated by multiple users. the numbers should appear in the dashboard.

Please suggest.

Regards!

[lkalawski · Accepted solution]

Hi @swathrddy,

Change the logic to UnpivotOtherColumns and then you don't need to edit the code every month.

1. Start point

2. Unpivot Other columns (select columns which you don't want to unpivot and then click on this option):

3. The result:

Now you can setup a schedule refresh in Power Bi service.

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[swathrddy]

Yessss, It worked. 

Thank you for the help @lkalawski 

[Idrissshatila]

Hello @swathrddy ,

you can schedule a refresh on Power bi service and the transformations you did in power query will automatically be applied.