Combining and displaying data with automatic update and acumulation

[CauseAndEffect]

Hello! I want to create a report for 3-5 diffrent departments, combined into 1-2 dashboards.

I have no database or connection to rely on, therefor the data will need to come from an excel placed in my one drive.

I was thinking something like this:FlowChart

• Is this the best way to achive my goal or is there a better solution?
• Can i achive this while accumulating data in files? 1 year per file and area?
• All data shall be structured the same way per type (call data will look diffrent from Ticket data and shall be treated as such)
• Ticket data cannot be modified from source, the 6 top rows needs to be deleted.

From source email->grab xls from email and place in onedrive (via flow) -> add data to project in power bi.

Thankful for any insights that can help.

[v-shex-msft]

HI @CauseAndEffect ,

Actually, your solution is good enough for this scenario.
If you are looking for other way, you can try to to create a api/web service to get data and transform table structure to merge these records to one table.
After these steps, you only need to get data from that api/service to get correspond records without M query merge/transform steps.(m query is hard to coding formula and it may affect performance)

Regards,

Xiaoxin Sheng

[CauseAndEffect]

Thanks for your reply! Good to know that i'm on the right track.

I'm wondering if there are any resources for my purposed way of working, in powerbi.

I have no idéa where to start. (Especially for the automatic update and accumulation of data)

[v-shex-msft · Accepted solution]

Hi @CauseAndEffect ,

Please take a look at following links about get data from sharepoint folder and combine with its files:

Combining Excel Files hosted on a SharePoint folder with Power BI

Connect Power BI Desktop to file folder on OneDrive for Business

Regards,

Xiaoxin Sheng