Forum Discussion
Automating Weekly Excel Data Updates in Power BI
Hi, JessseZ
It is possible that you need to import the entire SharePoint folder. Here I take the local folder as an example:
At first I only had two excels:
Now let's test if my data will be updated automatically if I add a new excel:
You can follow the steps above, apply it to the Sharepoint folder, and then configure a scheduled refresh for your semantic model.
Whenever you have a new structure with the same excel, they will automatically update the data.Best Regards
Jianpeng Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thank you lbendlin
Hi, JessseZ
I think you can use a file from OneDrive or SharePoint Online to build your report, then publish it in Power BI Service, and configure OneDrive refresh. Whenever your file data is updated, this will update the data in Power BI:
Data refresh in Power BI - Power BI | Microsoft Learn
Best Regards
Jianpeng Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Jianpeng,
Yes, but I first need to set up an automatic upload from our local folder to OneDrive or SharePoint. The data in the Excel file itself doesn’t change, but a completely new Excel file with updated data is added each time. Therefore, the file path or name needs to automatically update to reflect the most recently added file.
Hi, JessseZ
It is possible that you need to import the entire SharePoint folder. Here I take the local folder as an example:
At first I only had two excels:
Now let's test if my data will be updated automatically if I add a new excel:
You can follow the steps above, apply it to the Sharepoint folder, and then configure a scheduled refresh for your semantic model.
Whenever you have a new structure with the same excel, they will automatically update the data.Best Regards
Jianpeng Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.