cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
New Member

Charting Monthly Data from different tables

So every month I receive updated data in new tables. I am really struggling to layer those data points together so I can show trends on a month-to-month basis. Do I need to add a column to each month's table? What's the simplest way to demonstrate how our portfolio is changing on a monthly basis?

 

Not able to update to the latest version of Power BI due to internal IT issues. 

 

Thank you!!

4 REPLIES 4
Highlighted
Super User IV
Super User IV

If all of the data is in the same format, I would recommend a Folder query. Dump all of the files into a folder with nothing else and then use the Folder query to import all of the data into a single table. When you get a new month, dump that file into the folder and refresh. Then, you will have a single table with all of your data that you can then use to show trends very easily.


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

@ me in replies or I'll lose your thread!!!

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 Super User!




Highlighted
Frequent Visitor

Epearson, you're on the right track.

 

At a high level:

 

1) Add a column representing the date and populate it. This can be at the source (recommended) or you can manually enter it each time you load new tables/data.  In most cases you want this column's type as Date.

2) Import all tables/data into one big table/dataset.  

3) Build Measures/KPIs/Visualizations off the big table/dataset.

 

 

 

 

 

 

 

Highlighted
Microsoft
Microsoft

@epearson

 

Since you get new table with updated data every, I assume you have same structure on each table. You need to add an month identifier column in each table. Then you can use "Append Queries" feature to append to new data table into a single table.

Capture22.PNG

When putting the data into a chart (visaul), just use that month identifier column as Category on X-axis.

 

Regards,

Highlighted

How do you create a folder querry? is this something specific or just a folder in the computer and just import that folder?

Helpful resources

Announcements
Community Conference

Power Platform Community Conference

Check out the on demand sessions that are available now!

Community Conference

Microsoft Power Platform Communities

Check out the Winners!

secondImage

Power Platform 2020 release wave 2 plan

Features releasing from October 2020 through March 2021

Top Solution Authors
Top Kudoed Authors