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Anonymous
Not applicable

Updating power BI report with new excel sheets that are added to a sharepoint folder

Hi, am I very new to power BI and I am trying to create a report that uses excel sheets from a sharepoint folder. I have currently done so by using a sharepoint folder and then choosing the spesific files that I need in that folder. The problem is that there will be added new excel files to that folder each month, and I need to update the power BI report with those newly added files. Is there a way to make power BI automatically update with those files so that i do not have to manually add each new file every month? 

 

Hopefully that was clear enough, but let me know if i need to explain the problem better.  

2 REPLIES 2
v-yingjl
Community Support
Community Support

Hi @Anonymous ,

If all the files in the folder have the same structure, you can keep the latest file each time by filtering the 'Data modified' column to update the report.

Screenshot 2021-08-16 141634.png

Refer:

  1. how to get only the latest file out a folder 
  2. Getting data from the latest file in a folder using Power Query 

 

Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

mahoneypat
Microsoft Employee
Microsoft Employee

You can set up a simple Power Automate Flow that is triggered when a File is added or modified in your SharePoint folder, and then have an action of Refresh Power BI Dataset.

 

Pat

 





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