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zaheerahmed Frequent Visitor
Frequent Visitor

Monthly Updated Report Data in Excel

Hi

 

I have an excel file where the data is hosted locally on my computer. My issue is that each month I get a new excel workbook with the "new month's data" but I don't want to go through the cleaning process. 

So for example spreadsheet 1 comes with data which I clean in PowerBI, import, update field types etc. - now I create my report with various visualisations for this month.

 

In month 2 I have a new spreadsheet with the exact same data layout (spreadsheet 2). I want to add this data into my report and keep last month's data (to allow comparitive analysis).

 

What is the most effecient way to import this into PowerBI (and avoid redoing the cleaning, etc) and update my report with the fields in the new report without having to manually edit each visualisation and drag the relevant field to each visualisation?

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Monthly Updated Report Data in Excel

Hi @zaheerahmed ,

For your requirement, I think you could try to use Query Parameter in Power BI.

Please refer the suggestion of PattemManohar in this similar thread which should be helpful. You could get the monthly data firstly and then append the queries so that you could keep the previous data and the latest data in one table to show the comparison.

In addition, this solution may be a choice either.

Best Regards,

Cherry

 

Community Support Team _ Cherry Gao
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

1 REPLY 1
Community Support Team
Community Support Team

Re: Monthly Updated Report Data in Excel

Hi @zaheerahmed ,

For your requirement, I think you could try to use Query Parameter in Power BI.

Please refer the suggestion of PattemManohar in this similar thread which should be helpful. You could get the monthly data firstly and then append the queries so that you could keep the previous data and the latest data in one table to show the comparison.

In addition, this solution may be a choice either.

Best Regards,

Cherry

 

Community Support Team _ Cherry Gao
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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