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KGBOR
Frequent Visitor

Managing data refresh from multiple files located on Sharepoint

Hello,

 

I have the following situation: until now I've been using a single xlsx file as my fact table which is updated manually on a daily basis on a Sharepoint location. Since this requires manual effort and not sustainable I'll be able to get a daily automated export placed to the same Sharepoint location, however the individual days will be stored in different files but they'll share the same structure and a slightly different name depending on the date. 

 

I'm sure there must be a way to incorporate all of these files into a single dataset somehow however I could not find the relevant article. Any help would be appreciated. 

2 REPLIES 2
v-zhangti
Community Support
Community Support

Hi, @KGBOR 

 

If the file is stored on OneDrive, or SharePoint Online, and the same file is overwritten each day, as opposed to a new file with a different name being created each day, you can connect to that file in Power BI. Your dataset that connects to the file will be synchronized soon after the file on OneDrive, or SharePoint Online, is updated. Any visualizations based on the dataset are automatically updated too.

 

Daily exported files with different names like you described may not be refreshed automatically.

 

Please refer to the following links.

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-csv-file-onedrive 

https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-data 

 

Best Regards,

Community Support Team _Charlotte

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

KGBOR
Frequent Visitor

Thank you! If I combine multiple files for the initial dataset and new files are being added to the same location, can PowerBI include those new files as well into the dataset? 

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