Update visuals with the new data file entry in share point

[Mountainfly]

I connected a SharePoint folder to Power BI. In the folder, there are 2 Excel files that I need to extract to power bi. The thing is each Excel files have two sheets in it and I can not extract them individually.  Here is the query:

December_spends & November_spends have 2 sheets each of INR and USD data. Now, I want to combine the INR sheet and USD sheet from both. Also, If I were to add a new file (october_spends), I want them to be automatically combined.

I am a newbie in Microsoft World, please help me. This has been bugging me for a time now.

[Anonymous · Accepted solution]

Hi @Mountainfly 

You can refer to the following link, it set the excel files in folder as a sample .

Import Multiple Files Containing Multiple Sheets with Power Query • My Online Training Hub

When you have multi new files, please refresh the tables in power query, the new data will be imported.

Best Regards!

Yolo Zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[lbendlin]

When you click on the "Binary" link for the first file you can record the transformations that are required for one of the sheets (say, INR data).  Then you can convert these steps into a function (either inline or separate) that you can then call for each file and sheet.  Lastly you combine the results into a single table.

Note 1:  The usage of .xls files is highly discouraged - they will not work in the Power BI service.  Use .xlsx instead

Note 2: The process is relatively straightforward but a bit tall for someone just starting.  Don't be discouraged, you'll get there.  Using the SharePoint Folder connector is already a very good start.

[Millar]

i want to create a date filter by using slicer which contain start date and end date
when ever report gets loaded its should show default values form
start date should be :01-Feb-2023
end date should be: Today's day ( dynamically)

also when ever user want to change the same start data and end date those option also need to enable in slicer.