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Omar_Sek
Frequent Visitor

transform a multiple excel file from different company to a defined file excel

imagining this problem:

I have several companies working in the same group.
I would like to create a dashboard for all these companies, the dashboard will be the same but the data is different from one company to another.
I have defined the star schema that I have to follow. So I created an excel file that I sent to all the companies to respect but as each company has its own information system, it's difficult to respect that. So I receive excel files that contain the necessary information but that do not really respect the defined format.

I would like to know what is the best way to transform the excel file that I receive to the excel file that I have defined and which is the data source for the visualization on power bi.

Translated with www.DeepL.com/Translator (free version)

2 REPLIES 2
v-xiaoyan-msft
Community Support
Community Support

Hi @Omar_Sek ,

 

Hope I have understood your needs correctly.

 

We recommend using a Pbit file to achieve your needs rather than using a defined Excel.
Using Power BI Desktop templates you can simplify your work by creating a report template based on an existing template that you or other users in your organization can use as a starting point for the layout, data model and queries of a new report. templates in Power BI Desktop can help you quickly start and standardize the creation of reports.

A PBIT file acts as a Power BI template. It doesn’t include any data from your source systems. When you save that file as PBIT it clears all of your data, but keeps your report structure.Users in the organization can create reports according to the report structure you have defined.

 

Create and use report templates in Power BI Desktop 

 

Hope it helps,


Community Support Team _ Caitlyn

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

@v-xiaoyan-msft thank you very much, i will try to do that .

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