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Hi folks
here I am working with different data sources for a central KPI report
Cental KPI data is coming from different departments
like department1, department 2, department3, department 4 and some excel sources and some local sql data base and cubes
i am fine with local sources i can connect directly from power bi but
department1: they are using abc software and reporting for cental KPI they are running abs software reports taking KPI figures and manually intering into excel that excel is using for cental KPI reports as source.
department2: BCD software
department3: EFG software .......
same is hapening for all departmrnts 2,3,4 etc
now I want to build Central KPI report in Power bi
issues :
1) none of the software companies are allowing me to connect and extract the data from power bi ( so no direct connection from Power Bi)
2) to build the cental KPIs all we need is part of the data , full data not required
3) all departs are manually intering data into excel, that data is providing for central KPIs as source, central KPIs are bulding in excel as well.
4) for this manual work they are using resources in every department.
5) its not ontime as well most of the times its delaying with various resons ..
now i want to get read of manual work and need to automate KPI report in Power Bi.
..... please suggest me
1) which is the best way of approch to automate this with powerbi.
2) best way of approch for department software companies data sources.
its a general question ..
Thanks advance..
Solved! Go to Solution.
hi, @narasimhuluk
I think the best way for you is Get data from folder:
for each department, they have different datasource, you could give an excel template to them for loading data.
Then you put all the Excel files from each department in one folder.
Now use power bi to Get data from folder
https://www.jetglobal.com/blog/power-bi-load-data-from-folder/
https://powerbi.tips/2016/06/loading-data-from-folder/
https://powerpivotpro.com/2016/12/import-csv-files-folder-filenames-power-bi/
There are many tutorials you could get in google.
And then set scheduled refresh for it.
https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh
By the way, you could also put all the data in SQL, it has the same logic.
Best Regards,
Lin
hi, @narasimhuluk
I think the best way for you is Get data from folder:
for each department, they have different datasource, you could give an excel template to them for loading data.
Then you put all the Excel files from each department in one folder.
Now use power bi to Get data from folder
https://www.jetglobal.com/blog/power-bi-load-data-from-folder/
https://powerbi.tips/2016/06/loading-data-from-folder/
https://powerpivotpro.com/2016/12/import-csv-files-folder-filenames-power-bi/
There are many tutorials you could get in google.
And then set scheduled refresh for it.
https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh
By the way, you could also put all the data in SQL, it has the same logic.
Best Regards,
Lin
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