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Hello,
I have a folder with several excel files that are updated automatically every day. The day of the update is writen on the file (see below: 26/10, 27/10, 28/10, 29/10, and so on for all the days of the year.
I need to create a formula in Power BI to connect it to specific files at this folder: one especific for each month.
For example: for october I need Power BI to connect to the file 29/10 and for november I need it to connect to 28/11.
How can I set this? Is there any ways to write a formula so PBI selects the correct file for each month?
Thank you!!
Solved! Go to Solution.
you need to do the following:
1) go to the Query Editor
2) select the query you want to edit from the query list on the left
3) have Query Settings enabled (first icon in the View ribbon)
4) select the first step in the Applied steps list (most likey it's named Source)
5) in the main window you should see the table with file names - you can filter there using the button in the right side of column name
if you edit the Power Query you can add a filter to the files that you want - are their names static? if so then it should be quite straight forward
If not then you should create a filtering logic that would match the changing naming convention (e.g. get latest file for a given month, etc.)
They are static. How can I create this filter? Were excatly?
They are static, but I need these especific files for each month:
27/01/2018
28/02/2018
30/03/2018
27/04/2018
29/05/2018
26/06/2018
28/07/2018
26/08/2018
27/09/2018
28/10/2018
29/11/2018
26/12/2018
you need to do the following:
1) go to the Query Editor
2) select the query you want to edit from the query list on the left
3) have Query Settings enabled (first icon in the View ribbon)
4) select the first step in the Applied steps list (most likey it's named Source)
5) in the main window you should see the table with file names - you can filter there using the button in the right side of column name
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