Forum Discussion

melina's avatar
melina
Helper IV
9 years ago
Solved

master template

Hi All.   I Have 5 folders for 5 plants.In the folder contain CSV files. Can i set a master template to PBI to get all the latest files from each folder automatically?
Need Help
  • Anonymous's avatar
    Anonymous
    9 years ago

    On your ribbon is a button for "Edit Queries".  Go into that window and use the Get Data button to connect to each of your files.

    Now you will have 6 tables on your left hand window.  I will assume each of these tables have the same column names, but if they don't this edit queries window will give you a bunch of tools to modify these tables to be the same.

     

    At this point you can either create a new blank query, or just append each table to one of your existing tables.  To append a table, there is a button called "Append Query" which will let you select another table to append to the currently selected table.  So here you would click on whichever is going to be your Master, and then repeat this process for each other table.

     

    Lastly, once you have all of your appendings done, you can right click on each table and using the pop up window uncheck "Enable in load" which will make the table go grey and be displayed in italics.  This will effectively hide the table.

melina's avatar
melina
Helper IV
9 years ago

Sorry, could you show me on how you do it,because im still begineer in power BI

Thanks!

Anonymous's avatar
Anonymous
Not applicable
9 years ago

On your ribbon is a button for "Edit Queries".  Go into that window and use the Get Data button to connect to each of your files.

Now you will have 6 tables on your left hand window.  I will assume each of these tables have the same column names, but if they don't this edit queries window will give you a bunch of tools to modify these tables to be the same.

 

At this point you can either create a new blank query, or just append each table to one of your existing tables.  To append a table, there is a button called "Append Query" which will let you select another table to append to the currently selected table.  So here you would click on whichever is going to be your Master, and then repeat this process for each other table.

 

Lastly, once you have all of your appendings done, you can right click on each table and using the pop up window uncheck "Enable in load" which will make the table go grey and be displayed in italics.  This will effectively hide the table.