master template

[melina]

Hi All.

I Have 5 folders for 5 plants.In the folder contain CSV files. Can i set a master template to PBI to get all the latest files from each folder automatically?

[Anonymous]

A power BI file can be set up to import all 5 csvs.  You can manually click the refresh button to get the latest data.  With a gateway you can have it refresh from those files periodically.  Does that answer your question?

[melina]

From my previous method, i refereshed data in folder by using Query Editor. Sort all the file then get the the lastest date modified.

let say s suddently get 1 folder so total became 6 folder, it is possible when i click refreshed the total folder in PBI also became 6?

[Anonymous]

The gateways can be pointed to the 6 folders.

When you set up the data in your Edit Queries, you point to the files directly.  When you bring the files in, they will be 6 different tables.  From here you need to deciede how you wish to handle the data.  A simple way would be to append the first 5 into the 6th table, and then hide those first 5.

[melina]

Sorry, could you show me on how you do it,because im still begineer in power BI

Thanks!

[Anonymous · Accepted solution]

On your ribbon is a button for "Edit Queries".  Go into that window and use the Get Data button to connect to each of your files.

Now you will have 6 tables on your left hand window.  I will assume each of these tables have the same column names, but if they don't this edit queries window will give you a bunch of tools to modify these tables to be the same.

At this point you can either create a new blank query, or just append each table to one of your existing tables.  To append a table, there is a button called "Append Query" which will let you select another table to append to the currently selected table.  So here you would click on whichever is going to be your Master, and then repeat this process for each other table.

Lastly, once you have all of your appendings done, you can right click on each table and using the pop up window uncheck "Enable in load" which will make the table go grey and be displayed in italics.  This will effectively hide the table.