Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
ld17
Helper II
Helper II

Report that updates weekly

I built a Power Bi report and have it finished, except that my Excel source file is not behaving as I'd hoped. Basically I have an Excel report that downloads to my email weekly. I then would like to upload the latest report into SharePoint and for Power Bi to grab those changes automatically. The report will be in the same format each month, just different data, and I would not need to do any cleanup of the report, except for I assume renaming it.

 

My original data is currently connected via an Excel file, which I know will not work for achieving what I'm trying to achieve, but I get an error message when trying to use the SharePoint folder option. Someone told me that if I rename the latest report the same name as the original that Power Bi would grab the latest changes, but SharePoint does not allow me to have two files with the same name. What do I need to do to get Power Bi to grab the latest report and changes? Thanks in advance!

 

Circled in red is my current source file and the folder from which Power Bi will be pulling the reports:

 

ld17_0-1676480054771.png

 

And here is my current data connection:

ld17_1-1676480586973.png

Error message I receive when trying to connect to my folder:

ld17_2-1676480780310.png

 

 

 

1 ACCEPTED SOLUTION
Migasuke
Super User
Super User

Hi @ld17 ,

I would try a bit different approach than just renaming files.
If your data source is SharePoint folder, you can take advantage of some additional columns you get from Sharapoint, for example Date created or Date modified as you can see bellow:

Migasuke_0-1676481546665.png


You can filter the latest file based on Data created:

Migasuke_1-1676481597651.png
And in a last step you go with Combine in the first column:

Migasuke_2-1676481651648.png


Once you finnish combine, you will get your data and you will always get the latest one:

Migasuke_3-1676481752181.png


Just be sure you use same name of Excel sheets in all files and you should be fine.

 



If my answer was helpful please give me a Kudos or even accept as a Solution.

Let's connect on LinkedIn!

View solution in original post

3 REPLIES 3
ld17
Helper II
Helper II

Thank you both! The solution to connect to a SharePoint folder worked.

Migasuke
Super User
Super User

Hi @ld17 ,

I would try a bit different approach than just renaming files.
If your data source is SharePoint folder, you can take advantage of some additional columns you get from Sharapoint, for example Date created or Date modified as you can see bellow:

Migasuke_0-1676481546665.png


You can filter the latest file based on Data created:

Migasuke_1-1676481597651.png
And in a last step you go with Combine in the first column:

Migasuke_2-1676481651648.png


Once you finnish combine, you will get your data and you will always get the latest one:

Migasuke_3-1676481752181.png


Just be sure you use same name of Excel sheets in all files and you should be fine.

 



If my answer was helpful please give me a Kudos or even accept as a Solution.

Let's connect on LinkedIn!

Hi @ld17 , @Migasuke ,

 

I think this is the root of the problem: Id17, you are trying to connect to the source file as to an Excel file (I guess using Web connector). You should use the Sharepoint connector instead and then filter/navigate to the Excel file which you use a a data source as discribed by Migasuke.

 

Cheers,

John

Helpful resources

Announcements
Fabcon_Europe_Social_Bogo

Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

Power BI Carousel June 2024

Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

PBI_Carousel_NL_June

Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.

RTI Forums Carousel3

New forum boards available in Real-Time Intelligence.

Ask questions in Eventhouse and KQL, Eventstream, and Reflex.

Top Solution Authors
Top Kudoed Authors