Forum Discussion

Kvisborg's avatar
Kvisborg
New Member
7 years ago
Solved

refresh excel with altered column names

Hi all,    I would like your help to figure out how to refresh a dataset in BI, when I have altered the column names?   In more words; I need to extract excel sheets from a local system and then...
Need Help
  • Anonymous's avatar
    Anonymous
    7 years ago

    Kvisborg,

    "I would like to compare and sum several months"

    In this case, please put all excel files to a local folder, then use Folder connector in Power BI Desktop to connect to the data source. Please make sure that the table structure in all  the original excel files are same(same columns, same column names). After that, you can rename columns in Power BI Desktop, create report in Desktop, publish report to Power BI Service.

    In Power BI Service, you can set schedule refresh for the dataset after configuring gateway and adding the Folder within gateway.

    Regards,
    Lydia

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Kvisborg,

"I would like to compare and sum several months"

In this case, please put all excel files to a local folder, then use Folder connector in Power BI Desktop to connect to the data source. Please make sure that the table structure in all  the original excel files are same(same columns, same column names). After that, you can rename columns in Power BI Desktop, create report in Desktop, publish report to Power BI Service.

In Power BI Service, you can set schedule refresh for the dataset after configuring gateway and adding the Folder within gateway.

Regards,
Lydia

Kvisborg's avatar
Kvisborg
New Member
7 years ago

THANk you so much!

also for your patience :)

 

Good day

//Kvisborg