ADD NEW MONTHLY ROWS FROM EXCEL FILE

[LucienF38]

Dear all,

I have a table imported from excel into PBI.

Every month I add new rows in my excel file under the existing rows (If it is easier, in can enter this data in a new sheet instead of putting it under the existing data).

Is it possible to add these new rows only under the ones already in PBI, and then it would refresh the visualization taking into account this new data? If yes, how ?

Next step is to make a automatic refresh each month, is this possible ?

Thanks for helping 🙂 

[vanessafvg · Accepted solution]

@LucienF38  what is the purpose of having the new lines separate, if you just add it intot the file you have already it will automatically bring through all those rows when you refresh. 

[jdbuchanan71 · Accepted solution]

Hello @LucienF38 

When you say it is imported from Excel you mean, in PowerBI Desktop you went through Get Data > Excel > your file.  So under Data source settings (Home > Edit Queries > Data Source Settings) you see the excel file.

If so, when you add new data to the excel file, when you hit refresh in PowerBI Desktop it will pull in the new data.  If you publish the report to the service, you will need a gateway that has access to the location of the excel file but then you can configure the dataset to refresh automatically and the report will pull everything from the excel file.
https://docs.microsoft.com/en-us/power-bi/service-gateway-onprem

[LucienF38]

@jdbuchanan71 , Thank you for the second question 🙂 

[vanessafvg · Accepted solution]

@LucienF38  what is the purpose of having the new lines separate, if you just add it intot the file you have already it will automatically bring through all those rows when you refresh. 

[LucienF38]

@vanessafvg , Thank you, I didn't know refresh was working from an Excel file ! 

[Vvelarde]

@LucienF38 

Hi, in Query Editor, you can load the sheets and apply an Append.

Regards

Victor

[LucienF38]

Hi @Vvelarde ,

Thanks for your answer. 

So you recommend not to add my lines under my main file but in a different sheet ? 

Also, do you have any idea on making it automatic ? Maybe I would need to upload my files in a sharepoint and then code something into PBI?

Thanks