Forum Discussion
Excel - Office 365 (Desktop)
Did you consider Power Query as an option to collect all information from secondary file(s) and return result into the master file for reporting?
- KSL24Jan 22, 2020Copper Contributor
I did imported the files with power query, and checked that it does refreshes the data from the secondary files (upon request) when inserted new information, but the master files does not update the table.
- SergeiBaklanJan 22, 2020Diamond Contributor
If you mean scheduled refresh in Power BI or by Microsoft Flow, it updates only the data model and tables in master file will be updated if they are generated from data model (Pivot Table or reversed linked Table in the sheet with EVALUATE in behind). In this case Power Query on secondary file shall update data model in master file.
- KSL24Jan 25, 2020Copper Contributor
Hello Sergei.
I was definitely looking at it the wrong way. I reworked and rearranged all of the workbooks. I now have 2 secondary files, that are connected to the master file through queries, and one master file that is the one connected to Power BI. I previously had in the master file, several additional worksheets that were reading the data in the queries, and from there I did the formulas, which is why it wouldn't expand the table when new data was added. I now calculate the formulas directly in the worksheet that was created by the Power Query, so now when data is added in the secondary file, so it does in the master file. I also added the automatic refresh to the queries in the master file, to the updated every 30 min.
Now, I'm only missing for the master file to be updated when I make an on-demand refresh to the Power BI report/dashboard, without opening the master file and clicking refresh.
Is there any way to to this?
Thanks.