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Hi,
I am a brand new Power BI user and I am setting up some data models for my business. Each week I compile three different sales report into one report that shows us our MTD sales in units and volume. This does not take very long to do, but we want to move away from excel reports. So I am now learning how to set this all up in Power BI.
My flat file contains a few vlookups and I have figured out how to use the related function to return the value I am looking for. What I am trying to figure out is how to set this up to update on a weekly baises. I am trying to combine three different reports/files into one, and then have a couple calcualted fields that give me a unique identifer and total sales based on units sold. Like I said, I have the calculated columns figured out...I just dont know the best way to import three different files weekly and get them into one table with the calculated columns? Any help would be appreciated!! Also - any suggestions on courses or training would also be appreciated.
Thank You!
Hi,
See if this video helps - https://www.youtube.com/watch?v=yL11ugShdrk.
Hey Jenny,
take a look at videos for combining excel files like this here:
https://www.youtube.com/watch?v=9sfCDCpWTfc
Regarding your refresh - you can use the schedule refresh function in PowerBi Online.
Check this video for this:
https://community.powerbi.com/t5/Desktop/Auto-Refresh-Dataset-for-Power-BI-Report-File-stored-in/td-...
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