Forum Discussion
How to achieve easy file update on Powerbi repository
Hi,
I am new to powebi and I am trying to understand if powerbi could be the answer to a challenge that I have.
I receive a monthly excel report file (always with the same format and schema) from a partner. I would like to have a dashboard that visualised the report content. I can achieve this when I link the one file with powerbi, however, I am not sure how to handle the monthly increments.
Do I need to have some kind of master file that every month I manually update with the data from the new file that I receive, or is there a smart solution where I can just drop the file into a repository and Powerbi will automatically fetch all files in the repository?
Any ideas are welcome.
Thanks
2 Replies
How about leveraging Power BI's data refresh capabilities along with Power Automate to automate the process?
- Upload Files to a Repository: Store your monthly Excel files in a repository like SharePoint or OneDrive.
- Create a Power BI Dataset: Import the data from the repository into Power BI.
- Set Up Power Automate: Use Power Automate to create a flow that triggers whenever a new file is added or modified in the repository.
- Automate Data Refresh: Configure the flow to refresh the Power BI dataset whenever a new file is detected.
Hi Kidd_Ip this sounds logical. like I mentioned, my knowledge in Pbi is limited so I will check these one by one. Specially the PowerBi Dataset, I am not familiar with the concept. All the reminder seems logic. It seems i just need to crack the dataset and ability to add additional sources at refresh.
