Help refreshing excel source files via parameters & filters/slicer

[Data_guy_Ty]

Hello, 

Looking for some ideas on how to refresh historical data in a Powerbi Dashboard.  Currently the dashboard is refreshed each month, but I am looking to build out a solution to display historical data for previous months data.

The historical data files are in excel sheets, spread across multple folders.  Each file is a different month.  I am able to add the main folder and filter the list to just the files containing the historical data using power query.

I looked at using custom parameters to update the file name which would allow the data to be refreshed without going through transform.  But I need to find a solution that allows the end user to filter between months when the report is published.

I don't want to merge the data as each file(25mb) contains rows of data that has many lines which are duplicated over each month with thousands of additional new lines added.  

But I am not sure how to create a relationship between the parameter and a filter/slicer to enable my users to cycle between reports, if that is at all possible. 

Thanks in advance

[Omid_Motamedise]

You can apply your filter over your desired file in the first step after loading files from the folder.

[Anonymous]

Hi @Data_guy_Ty ,

Currently, users cannot switch data source tables directly. You can submit this idea here.

Welcome to Microsoft Fabric Ideas

It might make sense to consolidate your historical data into a single table. Since your data is now consolidated into one table, you can easily build relationships and use Power BI's native slicers to filter data.

If you want to avoid a full refresh every month, you can also consider incremental refreshes via custom functions:

Incremental refresh for files in a Folder or SharePoint

For Dashboard, tiles may come from multiple reports/data sources and you may also need to consider limitations on filtering data:

Solved: How to filter tiles on a dashboard in power BI ser...

Best Regards,
Gao
Community Support Team

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If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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