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Hi Folks,
Thanks in advance for help.
I have the following extract from Workday that I'm loading into Power BI from an Excel file to help do merit planning.
EE ID | Name | Manager | Salary | Proposed Increase | Effective Date |
123456 | Scooby Doo | Fred Jones | 100000 | 1/1/2021 | |
654321 | Velma Dinkley | Fred Jones | 110000 | 1/1/2021 | |
196124 | Shaggy Rogers | Daphne Blake | 85000 | 1/1/2021 |
Each Manager will get their own Excel extract to enter the proposed salary increase the worker is getting. All fields will be locked from edit except the Prosposed Increase column. For example, Fred Jones would receive the following Excel template:
EE ID | Name | Manager | Salary | Proposed Increase | Effective Date |
123456 | Scooby Doo | Fred Jones | 100000 | 1/1/2021 | |
654321 | Velma Dinkley | Fred Jones | 110000 | 1/1/2021 |
Daphne would receive this Excel template:
EE ID | Name | Manager | Salary | Proposed Increase | Effective Date |
196124 | Shaggy Rogers | Daphne Blake | 85000 | 1/1/2021 |
I would be keeping each individual managers template in a Shared folder and then only sharing the individual files with that manager through OneDrive. So for example, Fred would get a file named Fred Jones with his two workers on it. He would populate the proposed increase and then close the file once he's done.
EE ID | Name | Manager | Salary | Proposed Increase | Effective Date |
123456 | Scooby Doo | Fred Jones | 100000 | 4% | 1/1/2021 |
654321 | Velma Dinkley | Fred Jones | 110000 | 5% | 1/1/2021 |
I then want Power BI to pick it up and populate it in POwer BI on refresh like this (This assumes Daphne hasn't done hers yet):
EE ID | Name | Manager | Salary | Proposed Increase | Effective Date |
123456 | Scooby Doo | Fred Jones | 100000 | 4% | 1/1/2021 |
654321 | Velma Dinkley | Fred Jones | 110000 | 5% | 1/1/2021 |
196124 | Shaggy Rogers | Daphne Blake | 85000 | 1/1/2021 |
I have to do this for 60 managers. The only way I can figure out how to do this is to APPEND 60 different Excel tables on top of each other in order to make this work. In my real data set, there are 5 fields they will need to fill out, not 1.
Is that the only way I can do it or is there another way to make this easier?
Many thanks for the help!!!
Solved! Go to Solution.
Data > Get Data > Folders
Point at the highest level folder that contains all 60 manager sub-folders
Complete the sample file wizard to train PQ what the format/headers of the spreadsheet are
It should look pretty good on import.
I do this all the time for CSV and Excel files and it works great
Data > Get Data > Folders
Point at the highest level folder that contains all 60 manager sub-folders
Complete the sample file wizard to train PQ what the format/headers of the spreadsheet are
It should look pretty good on import.
I do this all the time for CSV and Excel files and it works great
Oh...My...God. Is it really that simple? I just tried that. It worked wonders.
I was LITERALLY going to sit there and append 50+ docs on top of each other.
You are a genius. Thanks. 🙂
Glad it worked and there was not some barrier to stop it