Record date of file upload and store values in table as moment in time: Pipeline

[melimob]

Hi all

New to Power BI.

I have a .csv file which is uploaded on 1st month for opening pipeline and stored in the same SharePoint folder.

the file will always be called 'Pipeline.csv' 

I want to read the file, record the 'month' it was uploaded and store this in a table as a 'moment in time' table.

I.e. 

Feb'20 file: sum a column against each employee.

Table would be:

Employee, Month & Year, Pipleline £

John Smith, Feb'20, £20K

Each month the file is updated, if Feb'20 is already stored, ignore refresh until new month upload shows next month.

I.e. Mar'20, then record this data in table, so table would now look like:

Employee, Month & Year, Pipleline £

John Smith, Feb'20, £20K

John Smith, Mar'20, £40K

Can anyone advise or suggest tutorials that would cover what I need?

Many thanks

[v-lionel-msft]

Hi @melimob ,

I can offer the same advice as @Greg_Deckler @amitchandak  do.

Best regards,
Lionel Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Greg_Deckler]

Power BI normally refreshes everything. Basically, drop table and then import. What it sounds like you want is essentially incremental refresh. While incremental refresh is available in Pro, I do not believe it supports CSV files. Your best bet is to actually dump your CSV files into a folder with different names and then use a Folder query to import all of them and append them together.

[amitchandak]

You can do sum of the pipeline and show it with a name and month that will do. if you have data at the day level, Create a date calendar, create a month year in that and use that

Total Pipleline £ = sum(table[Pipleline £]).

You can watch the course, but that will cover the concepts, not the exact solution.

You Tube : https://youtu.be/m1eLTtZHGs4 

https://youtu.be/W0mG3KFR3Hw 

https://youtu.be/3u7MQz1EyPY