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Hi Everyone
I hope you can help me here
so I have an excel file multilple worksheets( Matt, Anna, Carsten ,Dimitry etc etc ) and all same data format (person,date,booking Type,Product,Customer,Status etc ,etc )
I can grab all this in a simple single query in Powerbi, using "from Excel" however as its a local file i cannot have automated refresh.
let
Source = Excel.Workbook(File.Contents("C:\Users\Matt\Documents\Meetinginfo.xlsx"), null, true),
#"Filtered Rows" = Table.SelectRows(Source, each [Name] = "Matt" or [Name] = "Anna" or [Name] = "Carsten" or [Name] = "Dimitry" ),
#"Expanded Data" = Table.ExpandTableColumn(#"Filtered Rows", "Data", {"Column1", "Column10", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9"}, {"Column1", "Column10", "Column2", "Column3", "Column4", "Column5", "Column6", "Column7", "Column8", "Column9"}),
#"Promoted Headers" = Table.PromoteHeaders(#"Expanded Data", [PromoteAllScalars=true]),
#"Changed Type" = Table.TransformColumnTypes(#"Promoted Headers",{{"Agent", type text}, {"Date", type any}, {"booking type", type text}, {"customer", type text}, {"Partner", type text}, {"Requestor", type text}, {"status", type text}, {"comments", type text}}),
#"Filtered Rows1" = Table.SelectRows(#"Changed Type", each ([Agent] <> null and [Agent] <> "Agent") and ([Date] <> null)),
#"Removed Other Columns" = Table.SelectColumns(#"Filtered Rows1",{"Anna", "Agent", "Language", "Date", "booking type", "Product", "customer", "Partner", "Requestor", "status", "comments"}),
#"Changed Type1" = Table.TransformColumnTypes(#"Removed Other Columns",{{"Date", type date}}),
in
#"Removed Columns"
So i save it in Sharepoint, but how do i now make the query filter by "the file" - I have to do this first right ?
AND then the sheets
I hope this makes sence. In essence i want a multi sheet excel file report that I can aut refresh ...
Solved! Go to Solution.
Note that you also could have just clicked on the "Binay" hyperlink to drill into the Excel workbook (and not create all the extra stuff that comes from the Combine & Transform functionality.
Pat
I think I have solved it!! Noting here for anyone else passing by .....
Once you filter on your specific file from the SharePoint folder ,
remove all columns except "Binary"
(1) Click "Combine files" button.
in the "Combine files" pop out window
(2) Right click on the file ( in my case called perameter2 ... Not sure why ... )
and select transform data
Now you have the same starting point as a local Excel file, and it will allow a scheduled refresh !!!
Note that you also could have just clicked on the "Binay" hyperlink to drill into the Excel workbook (and not create all the extra stuff that comes from the Combine & Transform functionality.
Pat
Hi Pat
now I see this also "Right click" on "Binary" and select drilldown !!
thanks - thats even quicker
Hi Pat
Thanks but my issue is once I have filtered on the specific file, I do not seem to have the option to "filter" again on "sheets".
You can use Web.Contents to get to a specific Excel file on SharePoint, but I usually just use the SharePoint Folder connector (uses the site URL) and navigate to the file that way. From there, your query steps would be the same.
Pat
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