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Hi,
Need your help please.
I have an excel report that comes on a monthly basis. So it is the same report, but different data. the header row is the same always.
Currently what I do is I copy the new data and put them in one single excel sheet month over month.
Is there a way, I can combine those report in powerbi without having the need to combine the data in one excel sheet?
Thanks,
Mohamed
Hi,
Watch this video - https://www.youtube.com/watch?v=yL11ugShdrk.
Hope this helps.
Hi, @abukapsoun
When the number of columns and column names are the same, you can connect to your new excel sheet, load it in. Then in the query editor, go to your existing table and find Append Queries in Home tab. Finally, you should unclick "Enable Load" by right clicking on the new table in Queries pane.
If you will have more files in the future like September, October, etc.. data; the better solution is to source data from Folder (by choosing “New Source” >>> “Folder” ). Make sure that both excel sheets are in the same folder and sheet names are the same. Then you can "Combine and Load".
When you connect data this way, every new month, you can copy the new month's excel sheet into the same folder and then "refresh" from Power BI Desktop. All files in the folder (including the new one) will be loaded in and combined.
For further information, I'd like to suggest you refer Loading Data From Folder .
Best Regards
Allan
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
@abukapsoun , refer if this can help
https://blog.crossjoin.co.uk/2018/07/09/power-bi-combine-multiple-excel-worksheets/
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/
https://radacad.com/append-vs-merge-in-power-bi-and-power-query
I wrote an article last year about this https://exceleratorbi.com.au/combine-all-sheets-in-a-workbook-with-power-query/
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