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DashboardEMECH's avatar
5 years ago
Solved

Create a Dynamic Table which extracts value from the source

Hey Guys,   I am using an excel report which is emailed to my Outlook account on a daily basis.  I can extract the table in the excel report in PowerBI.  However, I want PowerBI to store the previo...
  • artemus's avatar
    artemus
    5 years ago

    Without incremental refresh Power Bi isn't persistant. I.e. you will need to load all previous data again for each day.

     

    That being said, if you have all the previous Excel sheets in a single folder you can combine it into 1 dataset.

     

    To do this

    1. Create a folder connection to the location of your ExcelSheets, then in the first column click the combine button.
    2. Do a group by using the Source.Name as the key in the group, with
      1. Max of Date Aggregate
      2. Sum of Amount Aggregate
    3. Finally, simply reemove the Source.Name column