Forum Discussion
Append daily Excel data into existing Query
Hi,
I have a dashboard created on PBI Pro using dataquery derived from an excel master file.
Now i am looking for an automated process, where in my daily sales data file (excel) could be appended to the master file and then discard the Daily sales data file. This process should refresh every morning as soon as the daily sales data file is available.
Appreciate a detailed idea to acheive the above.
Thanks in advance !
Prabunathan,
If you discard the files in the folder, I am afraid that you will get errors in the report when you refresh the dataset in power BI Service.
If you concern about the amount of the files, consider to add new data in your original Excel file.
Regards,
Lydia
5 Replies
Prabunathan,
In your scenario, you can put all the files in a single folder, then use the Folder connector in Power BI Desktop to connect to the folder and load data.
After you create report in Power BI Desktop and publish the report in Power BI Service, set schedule refresh for your dataset. This way, when you add new files to the folder, all the new data will be appened into the existing query.
Regards,
LydiaHi Lydia,
Thank you for your suggestion and yes that works fine.
Kindly advise if the data refresh would consume more time due to the fact that there will be a build up several data files in the folder ( say after a period of 60 days there would be 60 Plus files to collate the data from each time I refresh the data ) .
Is there a possibility that, i append the latest file to the data query and discard the file each day. Can this be automated placing the data file in a one drive folder.
Thanks again inadvance.
Prabu
Prabunathan,
If you discard the files in the folder, I am afraid that you will get errors in the report when you refresh the dataset in power BI Service.
If you concern about the amount of the files, consider to add new data in your original Excel file.
Regards,
Lydia
