Forum Discussion
imported data not refreshshing in visuals
Hello,
New to PowerBI. I have imported 11 csv files (11 months of data) successfully, then created a couple of simple visuals to show data by month and by general ledger account numbers. This worked fine. Then, I tried to import the 12th month of data, but when I refresh the visuals, the data does not show. I've tried several attempts of Appending Query, but nothing has worked. Help is greatly appreciated and thank you in advance!
Hello vickster3659,
The 12th CSV was likely imported successfully, but not added to the final appended query used by the visuals.
Check the following:
- Confirm the 12th file contains rows in Power Query.
- Verify the Append step includes the new file/query.
- Ensure column names and data types match the previous files.
- Select Close & Apply to refresh the model.
- Check for filters or slicers excluding the new month.
For future monthly files, using Folder import is usually easier and more scalable than manually appending CSVs each month in Microsoft Power BI Desktop.
Docs:
Combine files (binaries) in Power BI Desktop
Folder
15 Replies
Month12 often drops when that csv’s column types don’t match the others, and setting the same type in Power Query and applying once usually makes it appear in the visuals.
Is this file on Power BI service or on your desktop?
If it is desktop, please close the pbix file, open the file, refresh again. See if it gets fixed.Also, check in the Table view and see if the data is showing up. If not showing up then Power Query refresh is not synced up.
If the data is showing up in the table view, then it may be your slicer or filter.Hello vickster3659,
The 12th CSV was likely imported successfully, but not added to the final appended query used by the visuals.
Check the following:
- Confirm the 12th file contains rows in Power Query.
- Verify the Append step includes the new file/query.
- Ensure column names and data types match the previous files.
- Select Close & Apply to refresh the model.
- Check for filters or slicers excluding the new month.
For future monthly files, using Folder import is usually easier and more scalable than manually appending CSVs each month in Microsoft Power BI Desktop.
Docs:
Combine files (binaries) in Power BI Desktop
FolderThank you! In the interim, I was able to find someone in my organization who is good with PowerBI. They also said the best way to go was Folder Import, which I knew nothing about. I had success with this, and am able to continue on with my project.
Thanks to everyone who took time to respond with suggestions! Much appreciated!
Hi and welcome to Power BI 😊
First thing I’d check: is the structure of your 12th file exactly the same as the others?
Even small differences can break the append, for example:
- column names slightly different
- extra or missing columns
- different data types (e.g. text vs number)
If you manually appended the file, make sure the 12th CSV is included in the append query. Sometimes it’s as simple as the new file not being added there.
For future monthly files, using Folder import is usually easier and more scalable than manually appending CSVs each month in Microsoft Power BI Desktop.
Hope this helps! If it doesn’t solve the issue, feel free to share a bit more detail and we can take a closer look 👍
It’s also worth noting that Power Query is case sensitive. ABC and abc may look the same, but they are treated as entirely different columns.
As sevenhills responsed, can you please confrom if you are able to see the data in the power query editor and in the power bi table view (for your 12th file)?When you append a new query, you need to make sure the append is connected to the table your visuals use. Here is the most likely cause: you created a new query for month 12 but never appended it into the existing combined table.
Follow these steps:Open Power Query (Transform Data).
Find the query your visuals are built on. This is usually a query named something like "Append1" or whatever you named your combined table.
Select that query, go to Home > Append Queries, and add your month 12 query to it.
Click Close & Apply.
Check your visuals.If you instead created a separate standalone query for month 12 and tried to append from there, you created a new table that nothing references. Your visuals still point to the old table.
Also confirm all 12 CSV files share identical column names and data types. One mismatched column will cause rows to load into the wrong column or show as null, which looks like missing data.Hello, Thank you so much to everyone who has responded.
I decided to start from scratch today, using the same data. This time, I can Append Jan & Feb into a combined table (GLDetail), but when I import anything after that, it will not append to GLDetail. These are the same files I used in my first attempt, so columns, etc are the same.
What does happen when I go to Append is a little yellow triangle warning symbol shows up next to the new imported file, and the GLDetail table. Is this telling me there is something wrong with the csv I am using? Why would March through November have worked in my first attempt?
I may go back to the first attempt and try to make changes, but I am losing confidence with this.
Thanks for everyone's help@!
Can u share the screenshot of steps till you get the error ?
This may be due to different format also. Just a guess..Hi vickster3659
Without access to the actual queries, it’s difficult to determine what’s causing the issue. Could the PBIX file be shared, along with sample CSV files (with any confidential data removed)? Keeping the same column structure would help, including at least one example for working and another for non-working scenarios. A cloud link (e.g., OneDrive or Dropbox) to those files would be fine.
Hello, Since it is payroll data, I am not comfortable sharing it outside our organization. I have discussed with my manager and have found someone within the company that can assist, but I will need to scrub the files of confidential data before I can begin.
I appreciate the suggestions already provided, and as I progress, I know I can come back here and ask questions. I'm sure it's something I am doing wrong and once I get past that, I should be able to progress.
Hi vickster3659,
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.
Thank you.Hi vickster3659,
May I check if this issue has been resolved? If not, Please feel free to contact us if you have any further questions.
Thank you
