Forum Discussion

anna2109's avatar
anna2109
Regular Visitor
3 years ago

Connect a workbook that changes name to a Power BI dataflow

Hello everyone,

 

I have a spreadsheet that is being located in a specific folder in Sharepoint. The content of the spreadsheet is every year exactly the same, however every year this spreadsheet is being re-created and saved with the same name but with different Financial year at the end. 

What I have to do somehow is to create a dataflow using the spreadsheet but I want the dataflow every year to get the data from the new spreadsheet with the new financial year. 

 

Has anyone tried to do something similar?

 

Many Thanks

Need Help

2 Replies

  • ppm1's avatar
    ppm1
    Solution Sage
    3 years ago

    You could parse the year out of the filename to create a year column, and then use the Table.Max function to keep only the latest record/row (then extract the contents of that to get your updated data).

     

    Pat

  • Syndicate_Admin's avatar
    Syndicate_Admin
    Administrator
    3 years ago

    This is easy to do when you use the SharePoint Folder connector (which is generally recommended anyway) rather than any file connector,.

     

    Buit - if this only changes once a year then you are probably wasting your time trying to automate this,.