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Yuiitsu Helper III
Helper III

Adding new sheet to existing excel file

Dear Experts

 

I created a Power BI presentation using a excel file that contain many sheets inside. (All sheets are of the same format)

Every month I will add in a new sheet but when I refresh Power BI the new month's data will not appear inside my query.

 

Is there a better way to do this then to create a new report every month?

If yes please help me why showing me the steps to do it!

 

Thank you in advance and let me know if my explanation is not clear enough =D

 

1 ACCEPTED SOLUTION

Accepted Solutions
Super User IV
Super User IV

Re: Adding new sheet to existing excel file

@Yuiitsu - 

 

  1. Put each sheet into it's own Excel file and put all of these excel files into a single folder
  2. Open a new Power BI file
  3. Home tab, Get data | More | Folder
  4. Point to your folder with all of the Excel files
  5. Do any manipulation you need to do and then load the data
  6. Ensure that the data is exactly as in your current report

At this point, you can copy and paste visuals between your old report and your new report. Alternatively, make a copy of your existing report. Open it. In the new report with the Folder query, go into Query Editor, Advanced Editor copy the code. Go into the copy of your old report, Query Editor, find your query, Advanced Editor, Select All, paste in the code.

 


---------------------------------------

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View solution in original post

5 REPLIES 5
Super User IV
Super User IV

Re: Adding new sheet to existing excel file

Yes, publish each Excel file as a new file with the same sheet. Use a Folder query to ingest all of the Excel files and append them together.

 


---------------------------------------

Putting square pegs in round holes since 1972.

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!
Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

Yuiitsu Helper III
Helper III

Re: Adding new sheet to existing excel file

@Greg_Deckler  Forgive me if I misunderstood your message.

 

Does this mean I do not have to redo the entire report again?

 

If not do you mind if you can further explain "Use a Folder query to ingest all of the Excel files and append them together." this step?

I am new to Power BI and still not familier with alot of terms and usage.

 

Thank you!

 

Super User IV
Super User IV

Re: Adding new sheet to existing excel file

@Yuiitsu 

Refer for last update

https://powerbi.tips/2016/06/loading-data-from-folder/

https://insightsoftware.com/blog/power-bi-load-data-from-folder/

 





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Yuiitsu Helper III
Helper III

Re: Adding new sheet to existing excel file

I have figured it out actually...

 

The new sheet has to be added at the back of the excel sheet and not the front.

Problem solved! Thanks for all the additional info!

 

Super User IV
Super User IV

Re: Adding new sheet to existing excel file

@Yuiitsu - 

 

  1. Put each sheet into it's own Excel file and put all of these excel files into a single folder
  2. Open a new Power BI file
  3. Home tab, Get data | More | Folder
  4. Point to your folder with all of the Excel files
  5. Do any manipulation you need to do and then load the data
  6. Ensure that the data is exactly as in your current report

At this point, you can copy and paste visuals between your old report and your new report. Alternatively, make a copy of your existing report. Open it. In the new report with the Folder query, go into Query Editor, Advanced Editor copy the code. Go into the copy of your old report, Query Editor, find your query, Advanced Editor, Select All, paste in the code.

 


---------------------------------------

Putting square pegs in round holes since 1972.

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!
Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!

View solution in original post

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