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Anonymous
Not applicable

Populate columns in Power BI based on the folder structure/ folder names in SharePoint

Hi,

 

I have a requirement where I have to set up a folder structure on SharePoint and integrate it with Power BI so that the files stored in the folders are imported based on a refresh schedule/ manually.

 

As part of the data import, I need to automatically populate couple of dimensions/ columns  in the data model based on the SharePoint folder structure. For instance, if I have separate files placed in the below folder structure, and I have files that have lets say 10 columns of data (excel files AA and BB below). I need to pull the value 'Folder A' in a NEW column that is merged with the imported data adding an 11th column for all the records.

 

https://XXX.sharepoint.com/sites/RootFolder/Folder A/file AA.xlsx

https://XXX.sharepoint.com/sites/RootFolder/Folder B/file BB.xlsx

 

Any help will be greatly appreciated.

6 REPLIES 6
amitchandak
Super User
Super User

@Anonymous , refer this

https://community.powerbi.com/t5/Desktop/Folder-name-to-Column/td-p/600676

#"Added Custom" = Table.AddColumn(#"Previous Steps", "Parent", each List.First(List.LastN(Text.Split([Folder Path],"\"),2)))

 

 

file name

https://www.sqlservercentral.com/blogs/include-file-name-in-content-using-power-query

lbendlin
Super User
Super User

Connect using the Sharepoint Folder connector. 

Split the path column by the forward slash.

Done.

Anonymous
Not applicable

Thank you for your response. 

 

I believe your step splits the columns at the "Source" level however, by the time I proceed with importing the actual data from the file, I am not sure how do I get the split column from a previous step.

 

Capture_PBIX.JPG

 

 

 

 

There is no real need as the file object is already available in the source step.

 

Or did I misunderstand?

Anonymous
Not applicable

I'll try to give another example.

 

These two tables are in separate excel files in excel (Let's call them A and B). A and B themselves are also in separate folders, where A is in Folder C and B is in Folder D. Folder C and D are both inside root folder E. I want to know if I run Power BI with folder E as the root folder, if it's possible to create a column where if the file is from Folder C it will get "C" as a value in the column, or if it s from Folder it will get a "D" value in that column and have these columns appended to the rest of data columns in the actul file

 

Below is file A and B respectively and I need an additional column added to both them that has the 'folder name' value where they are coming from. Apologies if it sounds redundant. 

 

CapturePBIXFolder.JPG

 

@amitchandak : I tried using the solution in your link but that lets me add this column in the "Source" table and not the actual imported file content table. 

 

 

Still not clear.  Show your Power Query code.

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