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Hi
I have a daily system generated Excel file which is saved in a single folder. Each file has multiple tabs (Data, Data1, Data2, etc) as the system caps the data reflected on each tab to 65,535 rows. Each tab has the same colum headers. A sample of the data is as follows:
| Aggregate Ind | Cpty LE Name | X ID | Internal Ref ID | Security ID | Security ID Type | My Qty | Cpty Qty | Number of Breaks | Break Type | Age |
| No | A | 721149852 | 123456789 | B1G6TY5 | S | 2,000 | 2,000 | 2 | Market Value | 5 |
| No | A | 721149852 | 123456789 | B1G6TY5 | S | 2,000 | 2,000 | 2 | Trade Execution Timestamp | 16 |
| No | B | 721306673 | 321654987 | B06H8J9 | S | 26,500 | 26,500 | 1 | Settlement Date | 30 |
Each file also contrains an additional "Summary" tab - this tab needs to be excluded from the reported data.
I know how to link Power BI to a folder so that it picks up multiple Excel files, but only using a single tab on each file. I also know how to link a single Excel file source and use multiple tabs, but how do I go about setting up using multiple Excel files with multiple tabs so that the data is reflected in a single Power BI data table?
Thanks
Hi @G_Whit-UK ,
You could refer to the resolved case which is similar to yours:
Hard to provide M code with an example to work on. You've combined one tab from multiple workbooks, which auto generates a function. You can modify that function to start from the worksheet level (instead of the workbook level). You then modify your query to expand all the excel files, filter for all the Kind = Sheet and filter out any that contain "Summary", then invoke your worksheet function.
If that isn't enough help, you can provide two mock Excel sheets with multiple tabs, and I will send back some M code to demonstrate.
This video also demonstrates how to do this - https://www.youtube.com/watch?v=tYqFIVH-SmY
If this works for you, please mark it as the solution. Kudos are appreciated too. Please let me know if not.
Regards,
Pat
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Many ways to do this. I would aggregate the tables within Excel so each file has one powerquery output answer.
Data > Get Data > From other sources > Table / Range
(For sure make sure things are real tables)
You simply don't do that step for the summary ones.
You can then within PowerQuery append all theses tables easily with the user interface
Then in your PBIX file you only need to make one connection per file - the answer table you created from appending. Hopefully that is a managble!. There are many other options.
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