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esam's avatar
esam
Frequent Visitor
3 years ago
Solved

Power Bi Dashboard

I have a question, suppose i have created a report using excel file and published it in pbi service and weekly i'm getting fresh data in excel format to update my dashboard. So how would i update m...
  • Migasuke's avatar
    3 years ago

    Hi esam ,

    for your case there are two optimal scenarios:
    1. You will have folder and every week you will add new excel file to the folder. Then old files contain your historical data.
    2. You will have one single excel file and you will "stack" your data inside. So one week you add new rows, next week you add another rows but you will never delete anything.

    If you want to refresh data automatic, best would be to have this/those files online, probably Sharepoint would be most suitable.

    In case you need more info, let me know.

     

  • v-yueyunzh-msft's avatar
    3 years ago

    Hi ,  esam 

    According to your requirements, you want to keep the historical data before the data refresh after each data refresh is completed, which is equivalent to doing a historical table archive effect, for this feature my idea is that you can try to use dataflows to connect to your Excel data sources and turn on Azure connection for your Power BI workspace, which will make the dataflow in your workspace to Azure Data Lake, the most advanced version of Azure's most advanced version of Azure Gen 2 stores and retains the previous historical data files after each data refresh in CDM format file storage.

    For some pre-requirements for this feature and some more detailed descriptions and benefits, please check this official document in detail if it is convenient:
    Configuring dataflow storage to use Azure Data Lake Gen 2 - Power BI | Microsoft Learn

     

    Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

     

    Best Regards,

    Aniya Zhang

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