Monthly and Daily update of Visual

[niravd1992]

Hi All,

I have a complicated requirement in PowerBI. 

I will get a mail daily with email file attached to it named ’report’. There are 4 types of report, lets call them A,B,C,D. Structure of the file is same.

I have created a Sharepoint folder on which file will be forwarded daily. That folder is used a source in pbi. There is no date column , in the report, but I think I can use date modified in SP as a date colum.

Now The visuals in PBI are of two type. One which is refreshed monthly(Last day of every month (A,B,C,D) for last 2 years), one which is done daily( latest A,B,C,D reports).

Any way to achieve this?
I thought of importing same folder twice. One for Monthly updates , one for daily. Then filter modified dates on last date modified. But I am unable to put it to action. Request the forum to guide me on this.
In Transfrom data section, When I try to filter data by time, I am not sure how to achieve last day of the month for last two years.

[niravd1992]

Hi @v-eqin-msft  and @StefanoGrimaldi 
Thank you for taking out time to reply and apologies for the late rsponse.
I was able to fulfill requirement as Stefano suggested i.e. by using power automate.
I just tweaked the naming of file in pwoer automate to suit my needs, then work my way through in pwoer query.

Thanks again.

[v-eqin-msft]

Hi @niravd1992 ,

Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file from your Onedrive for Business after removing sensitive data.

Best Regards,
Eyelyn Qin

[v-eqin-msft]

Hi @niravd1992 ,

Not very clear.

If you want to find the latest date of each month, you could use the following formula to create columns:

YearMonth =
YEAR ( [Date] ) * 100
    + MONTH ( [Date] )

LastDay =
MAXX (
    FILTER ( 'Table', 'Table'[YearMonth] = EARLIER ( 'Table'[YearMonth] ) ),
    [Date]
)

 

Hope these help:

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

https://docs.microsoft.com/en-us/power-bi/admin/service-premium-incremental-refresh

https://radacad.com/all-you-need-to-know-about-the-incremental-refresh-in-power-bi-load-changes-only

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

[StefanoGrimaldi · Accepted solution]

seacth in power automate solutions, you can export with a automate flow a mail file into a onedrive sharepoint adress and get the desire data that wait, using them a power bi sharepoint folder conection, and the automate flow for the file extraction from the email. 

________________________

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