Auto-refresh newest csv/xlsx file from folder

[Anonymous]

Hi all

apologies if this is already covered in another community post - I couldn't find a full answer to what I'm after.

I have a Power BI report which takes information from multiple spreadsheets (csv and xlsc format). I receive new input files on a regular basis which follow the same format - they will arrive in a folder on my machine via new file names.

What I am trying to do is to auto-refresh my report with these new files. I have establish a "folder connection" with various filters (e.g. most recent file in folder, name filter). However, I get the error "the key didn't match any rows" in my queries. I believe setting up a parameter for these queries might help but am not sure if this is doable for spreadsheets. Any help would be appreciated.

Thank you

Simon

[Anonymous · Accepted solution]

HI @Anonymous,

Folder connector can auto-refresh to append all folder files, if new files add to folder, they will be updated to your table records after folder refresh.
Currently, power query will cache the previous table structure in query steps. You need to confirm your file structure does not change or manually fix these not match fields in query steps to prevent 'key field not match' issues.

BTW, power query combine functions not able to handle different type of files, I think you need to write a custom function to recognize the file type and use the corresponding connectors to get data and return result tables.

Regards,

Xiaoxin Sheng

[GilbertQ]

Hi there

Currently when you refresh the data it loads all the data from your source location/files.

There will be Incremental refreshing coming to Power BI Pro, but that will only be for supported data sources and from my understanding Excel/CSV is not currently supported.