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Frequent Visitor

Merge different databases

Hi, I have a database that I update monthly from Excel for Power BI. The layout and panels for the year 2017 are all ready. When I want to insert the 2018 information into the base worksheet, from Excel 2017, it gets very heavy, so I need to create a new Excel worksheet for the year 2018. The problem is that in doing so, Power BI understands the worksheets 2017 and 2018 as different tables so that I can't use the information in the same panel or the formulas I had already created. So, is it possible, in Power BI, to join the two excel sheets so that I can see the information in a single panel? Can I put the information in a single table so that I do not miss the formulas and layouts I've already created?

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Highlighted
Frequent Visitor

Merge databases

Hi, I have a database that I update monthly from Excel for Power BI. The layout and panels for the year 2017 are all ready. When I want to insert the 2018 information into the base worksheet, from Excel 2017, it gets very heavy, so I need to create a new Excel worksheet for the year 2018. The problem is that in doing so, Power BI understands the worksheets 2017 and 2018 as different tables so that I can not use the information in the same panel or the formulas I had already created. So, is it possible, in Power BI, to join the two excel sheets so that I can see the information in a single panel? Can I put the information in a single table so that I do not miss the formulas and layouts I've already created?

View solution in original post

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Microsoft
Microsoft

Re: Merge different databases

Hi @ingridsantana,

 

Two ways for your consideration:

 

You can import the Excel for 2017 and 2018 one by one, you will get two separate datasets in Power BI desktop, then you can manually append the 2018 dataset to 2017 dataset in Query Editor mode.

1.PNG

 

Alternatively, you can place the all excel files in a single folder. In desktop, choose "Folder" rather than "Excel" under the data connector list. For details, please see:

Load Multiple Excel (xls or xlsx) Files

Power BI – Importing Multiple Excel Sheets

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
Highlighted
Frequent Visitor

Merge databases

Hi, I have a database that I update monthly from Excel for Power BI. The layout and panels for the year 2017 are all ready. When I want to insert the 2018 information into the base worksheet, from Excel 2017, it gets very heavy, so I need to create a new Excel worksheet for the year 2018. The problem is that in doing so, Power BI understands the worksheets 2017 and 2018 as different tables so that I can not use the information in the same panel or the formulas I had already created. So, is it possible, in Power BI, to join the two excel sheets so that I can see the information in a single panel? Can I put the information in a single table so that I do not miss the formulas and layouts I've already created?

View solution in original post

Highlighted
Microsoft
Microsoft

Re: Merge different databases

Hi @ingridsantana,

 

Two ways for your consideration:

 

You can import the Excel for 2017 and 2018 one by one, you will get two separate datasets in Power BI desktop, then you can manually append the 2018 dataset to 2017 dataset in Query Editor mode.

1.PNG

 

Alternatively, you can place the all excel files in a single folder. In desktop, choose "Folder" rather than "Excel" under the data connector list. For details, please see:

Load Multiple Excel (xls or xlsx) Files

Power BI – Importing Multiple Excel Sheets

 

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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