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swathrddy
Frequent Visitor

auto Refresh monthly

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.

 

swathrddy_0-1726042785809.png

swathrddy_1-1726043252785.png

 

swathrddy_2-1726043286591.png

 

Regards!

 

1 ACCEPTED SOLUTION
lkalawski
Resident Rockstar
Resident Rockstar

Hi @swathrddy,

 

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

1. Start point

lkalawski_0-1726043939294.png

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

lkalawski_1-1726043992390.png

3. The result:

lkalawski_2-1726044007964.png

 

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

 

 

PBI_SuperUser_Rank@1x.pngMemorable Member | Former Super User
If I helped, please accept the solution and give kudos! 
Linkedin

 

View solution in original post

3 REPLIES 3
lkalawski
Resident Rockstar
Resident Rockstar

Hi @swathrddy,

 

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

1. Start point

lkalawski_0-1726043939294.png

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

lkalawski_1-1726043992390.png

3. The result:

lkalawski_2-1726044007964.png

 

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

 

 

PBI_SuperUser_Rank@1x.pngMemorable Member | Former Super User
If I helped, please accept the solution and give kudos! 
Linkedin

 

Yessss, It worked. 

 

Thank you for the help @lkalawski 

Idrissshatila
Super User
Super User

Hello @swathrddy ,

 

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



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