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vincenttys
Frequent Visitor

Append data

Hi All,

 

Every month, i will received a report is excel format for the month only.

 

When i load the file to PowerBI, I need to edit the queries (Remove column, Filter etc) to get the data i need.

 

What i try to achieve here is the data for above stored somewhere in the BI file. When come to next month, i will do the same for above and the data for this need to combine with the data from above and this will go on forever until the reports no longer required by the business.

 

As i am quite new to PowerBi, if you have a solution, is it possible to run me through in detail?

 

Thank you

 

 

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

I would think that you could use a Folder query (Combine Binaries) for this. You would place all of the Excel files in a single folder. Then you create a Folder query and select one file as your sample file. You do your required transformations and save the query. A Folder query will apply the transformations to every file in the folder and append all of them together at the end. So, when next month comes around, you just refresh and all of your data is there.


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2 REPLIES 2
Greg_Deckler
Super User
Super User

I would think that you could use a Folder query (Combine Binaries) for this. You would place all of the Excel files in a single folder. Then you create a Folder query and select one file as your sample file. You do your required transformations and save the query. A Folder query will apply the transformations to every file in the folder and append all of them together at the end. So, when next month comes around, you just refresh and all of your data is there.


@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...
Seward12533
Solution Sage
Solution Sage

You cannot do that with PowerBI. You will need to prep this data somewhere else.  I posted a solution to a similar question today that uses Excel. This has the advantage that Power Query in Excel is the same as the Query Editor in PowerBI so you can do your the same data transformation by just copyign and pasting the query from PowerBI to Exel.  

 

See my reply here I include a sample excel workbook. 

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