Forum Discussion
Combine multiple files from different data
There are many good book out there that can do this. Yes, my book was written from the perspective of taking someone who has zero knowledge of Power BI and walking them through the entire lifecycle of importing data, cleaning it up, building a data model, building the report, publishing the report and sharing the report. The entire book is pretty much one big example of how to do things in Power BI.
But there are many great tools online as well! https://docs.microsoft.com/en-us/power-bi/guided-learning/
With regards to automatic refresh. Skipping past Direct Query, which you would not be using with multiple Excel files, you would be working in import mode. So, Power BI imports the data from your Excel files into an internal data model that is then used for reporting. However, you can setup an automatic schedule so that if the Excel files are updated, the data model in Power BI gets updated with the new information.
Combine all data from different sources and different files
Yes, this is a strength of Power BI. You can create multiple queries within Power Query to each Excel file or even a folder of Excel files and you can append them together or merge them, lots of options.
Refresh all data from reports that we receive weekly
Yes, once published to the Service, you can setup automatic refresh. Or you can update things manually but opening the Power BI files and refreshing.
Send a message or a task to the person that will have to update the file (the fifteen persons)
I would use PowerAutomate (Flow) for this.
I Greg,
Thank you for your answer.
In your book have all information I need to do this? I'm a rookie in PowerBI, perhaps in beginning I will need a interactive help like a video. Your book bring examples how to do it?
I dont understand very well where you say "Yes, once published to the Service, you can setup automatic refresh. ".
Excel files are in a folder, should I pass this information for sharepoint to have more interactive work? Our just refresh the excel file in the folder?
There are many good book out there that can do this. Yes, my book was written from the perspective of taking someone who has zero knowledge of Power BI and walking them through the entire lifecycle of importing data, cleaning it up, building a data model, building the report, publishing the report and sharing the report. The entire book is pretty much one big example of how to do things in Power BI.
But there are many great tools online as well! https://docs.microsoft.com/en-us/power-bi/guided-learning/
With regards to automatic refresh. Skipping past Direct Query, which you would not be using with multiple Excel files, you would be working in import mode. So, Power BI imports the data from your Excel files into an internal data model that is then used for reporting. However, you can setup an automatic schedule so that if the Excel files are updated, the data model in Power BI gets updated with the new information.
