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ssylvester
New Member

Merging Files or folders-2 excel files into power bi

hello team,

i have an issue trying to merge the data set or excel in a folder. i have a original data set in excel that used to collect data per month for KPI and its pivoted, we have separated files for 2025 to 2026 and it is stored in a folder,i have tried to get data via folder not individual excel files, and am confused. would you be able to assist me? refer attached screenshotsthis is the two excel files 2026 and 2026 in a folderthis is the two excel files 2026 and 2026 in a folderthis is the template that is pivoted and as more tabthis is the template that is pivoted and as more tabthis is in power bi , folder extractionsthis is in power bi , folder extractions

1 ACCEPTED SOLUTION
krishnakanth240
Power Participant
Power Participant

Hi @ssylvester 

 

Took two sample similar excel files and placed into a folder

krishnakanth240_0-1770526712679.png

 

Then pushed to Power BI through 'Folder' connector from 'Get Data' then navigated to the folder excel files are in. Click Ok

krishnakanth240_1-1770526851634.png

Click Transform Data

krishnakanth240_2-1770526975413.png

 

It navigates to Power Query Editor. Click on icon having two down arrows which is 'Combine Files'

krishnakanth240_3-1770527110722.png

 

Click Ok

krishnakanth240_4-1770527159131.png

 

From Queries pane on left side, you can see a combined merged table named 'Test Folder' under Other Queries.

krishnakanth240_5-1770527355021.png

 

View solution in original post

4 REPLIES 4
v-sgandrathi
Community Support
Community Support

Hi @ssylvester,

 

I wanted to follow up on our previous suggestions regarding the issue. We would love to hear back from you to ensure we can assist you further.

 

Thank you.

v-sgandrathi
Community Support
Community Support

Hi @ssylvester,

 

Thank you @krishnakanth240 @Hans-Georg_Puls for your answer to the issue.

we haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.

Should you have any further questions, feel free to reach out.
Thank you for being a part of the Microsoft Fabric Community Forum!

krishnakanth240
Power Participant
Power Participant

Hi @ssylvester 

 

Took two sample similar excel files and placed into a folder

krishnakanth240_0-1770526712679.png

 

Then pushed to Power BI through 'Folder' connector from 'Get Data' then navigated to the folder excel files are in. Click Ok

krishnakanth240_1-1770526851634.png

Click Transform Data

krishnakanth240_2-1770526975413.png

 

It navigates to Power Query Editor. Click on icon having two down arrows which is 'Combine Files'

krishnakanth240_3-1770527110722.png

 

Click Ok

krishnakanth240_4-1770527159131.png

 

From Queries pane on left side, you can see a combined merged table named 'Test Folder' under Other Queries.

krishnakanth240_5-1770527355021.png

 

Hans-Georg_Puls
Super User
Super User

Hi @ssylvester , 

I'm not sure, if understand in detail, what confuses you, but the following hints might help you:

  1. Obviously you already managed it to read the files from the folder
  2. If you ask Power Query for reading files from a folder it generates a parameter, a function and a "Transform" query, all saved in a "Helper Queries" folder
  3. Usually you don't have to deal with most of that stuff, except the "Transform Sample File" Query. That's the place where you should all the steps that should be performed with every file. If you want to promote headers, do it there. If you want to remove columns or do any other changes to your columns, do it there.

HansGeorg_Puls_0-1770285243318.png

 

Does that already help you? Then feel free to kudo or accept my post as a solution.

If not, could you please explain more in detail what confuses you?

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