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AUTOMATE your Monthly Data in Power BI using Get Data From Folder

  Рет қаралды 51,326

Fernan

Fernan

Күн бұрын

Пікірлер: 85
@user-md7yl8ns9p
@user-md7yl8ns9p 3 күн бұрын
This is what I exactly need! Thank you so much Sir. Keep it up❤
@lawrencew8243
@lawrencew8243 Жыл бұрын
Awesome video! I came here looking for one thing specifically and learned so much more!
@SolutionsAbroad
@SolutionsAbroad Жыл бұрын
Appreciate that, thanks for watching!
@tonyrizzo820
@tonyrizzo820 2 жыл бұрын
Great video! Here's a copy of your code to gather the most recent date. Is latest month = 'Fact Table'[Refresh Date] = CALCULATE ( MAX ( 'Fact Table'[Refresh Date] ), FILTER ( ALL ( 'Fact Table' ), 'Fact Table'[Company] = EARLIER ( 'Fact Table'[Company] ) ) )
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
Thanks for watching! Very helpful snippet here!
@paulskelton8799
@paulskelton8799 4 ай бұрын
This is excellent, thank you so much for sharing your knowledge
@HoangVanTungAccess2007
@HoangVanTungAccess2007 3 жыл бұрын
Thank you very much. Your tutorial is very helpful.
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Glad it was helpful!
@tlee7028
@tlee7028 2 жыл бұрын
Thank you for this video. The Earlier function bit was confusing, do you have a video on that?
@shimonkephaonwuneme9663
@shimonkephaonwuneme9663 Жыл бұрын
This is great! Thanks I hope to apply it in my Primavera P6 reports
@rwakijumaseth7057
@rwakijumaseth7057 3 жыл бұрын
You are great bro this will work
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hope it helped!
@thoughtfuldog5424
@thoughtfuldog5424 Жыл бұрын
Brilliant, didn’t realise you could do this. Thanks
@sudhasudharsan6236
@sudhasudharsan6236 Жыл бұрын
Simple and sweet
@cityoflaredoopendatadivisi9197
@cityoflaredoopendatadivisi9197 3 ай бұрын
very good. thank you
@yashaswinivijay
@yashaswinivijay 6 ай бұрын
Could I ask if there is any downsides to using such a feature? Like reaching the max data file size etc? Thank you for the great video!
@jagritibaranwal4683
@jagritibaranwal4683 10 ай бұрын
Very helpful video
@yamin207eb
@yamin207eb Жыл бұрын
Thank You
@mandaladinesh4887
@mandaladinesh4887 Жыл бұрын
How can we do with two different sets of data I have two different sources and each has its own monthly data and need to be filtered by date?
@kranthikumar9231
@kranthikumar9231 2 жыл бұрын
Nice explanation bro
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
You're welcome, thanks for watching!
@mohdzulfarhanbinibrahim3510
@mohdzulfarhanbinibrahim3510 2 жыл бұрын
Thank you very much! It's just truly helpful and direct to the point! Appreciate it :)
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
You're very welcome, glad it helped!
@szilvialaszlo899
@szilvialaszlo899 2 жыл бұрын
Fantastic video, thank you so much 😊
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
You are so welcome! Thanks for watching!
@Aipoweredchronicle
@Aipoweredchronicle 8 ай бұрын
Thanks its great and precise, i come across this tut while i search auto data getting from ftp server folder to powerbi once the source path(FTP Server with Credential) is given. Hence, may you do that.
@TekleMeElmo
@TekleMeElmo Жыл бұрын
Very good tutorial, is this guy still posting helpful video tutorials?
@walterstevens8676
@walterstevens8676 6 ай бұрын
Very useful, thanks! But what do I do if I have files of more than one layout (ie some will be additional transaction data and some will be updated static customer info) that i want to update and use?
@ThePritesh619
@ThePritesh619 8 ай бұрын
Could you please show how to do that in online SharePoint folder ?
@kennethstephani692
@kennethstephani692 11 ай бұрын
Great video!
@Mario-rr6ke
@Mario-rr6ke Жыл бұрын
Hi does it work the same with SharePoint folder ?
@thomasw4427
@thomasw4427 Жыл бұрын
Thanks for your video. How do i have a selector to choose the report i want to display ? for eg, I am able to choose any month i want and the visual display according based on the month i choose. thanks again.
@bryankoyano
@bryankoyano 3 жыл бұрын
Thank you for this tutorial. My goal is to adapt my PBI reports to use the "Folder" method. Do I need to recreate my reports when using the "Folder" get data option?
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hi Bryan, thanks for watching! Not necessarily, as long as your dataset ends up with the same fields as what you had before using the folder method, you should be able to adapt it without having to redo everything
@codewalters
@codewalters Ай бұрын
How do you create a monthly view from live data . The data is dynamic and keeps changing
@ekaterinavolkova4348
@ekaterinavolkova4348 2 жыл бұрын
Userful. Like!
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
Great!
@archanas859
@archanas859 Жыл бұрын
I used this same method for the excel file with multiple sheets, but the refreshing doesn't work. Do I have to follow some other method.
@bobwalden7059
@bobwalden7059 3 жыл бұрын
Awesome!
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Great to hear that, thanks for watching!
@sheebapradhan6399
@sheebapradhan6399 3 жыл бұрын
Can we use an excel workbook with multiple sheets in it and perform the same automation? I'm trying but getting error that 'The key didn't match any rows in the table' And thanks for this video ✌️
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hi Sheeba, yes of course! You just need to ensure that all your files have the same exact sheets, you can define which sheet Power BI should combine in the process, Check out this video, I covered this part here: kzfaq.info/get/bejne/rKyIl714uq2xf5c.html
@sheebapradhan6399
@sheebapradhan6399 3 жыл бұрын
Can we connect power bi report with a folder in cloud like SharePoint and perform the same thing that you have described here with the folder in local?
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hi Sheeba, you absolutely can! I actually covered this exact topic in a separate video, where I get data from a SharePoint folder: kzfaq.info/get/bejne/rKyIl714uq2xf5c.html
@sheebapradhan6399
@sheebapradhan6399 3 жыл бұрын
@@SolutionsAbroad thank you so much!
@dhruvparekh7396
@dhruvparekh7396 Жыл бұрын
How can you achieve this if the file format is different for a few files?
@SolutionsAbroad
@SolutionsAbroad Жыл бұрын
Hi there, this solution only works if all the files are structured the same, because the automation has to know how to process all of your files the same way
@EyiBillion
@EyiBillion 3 жыл бұрын
Brilliant! Is this applicable to updating a worksheet with additional data and refreshing in PowerBI? Kindly advise if you did something extra or it was that simple. Thanks
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hi, thanks for watching! If the format of the worksheet stays the same, its as simple as hitting the refresh button! I hope that helps
@EyiBillion
@EyiBillion 3 жыл бұрын
@@SolutionsAbroad Yeah. It worked. Thanks.
@VidharthiRanjan
@VidharthiRanjan 2 жыл бұрын
Hey may I know, why scheduled Refresh is not working on power bi clouds for folder dataset?
@RogerNapalm
@RogerNapalm 3 жыл бұрын
This is great. Question, if I upload daily files to the folder, how would I track the changes between each file? Line items that drop off, and new ones that are on the latest report? Differences in values? Thank you!
@RogerNapalm
@RogerNapalm 3 жыл бұрын
So I get daily files and the final balances from last file from the previous month are the static starting balances for the new month. Any changes in the balances on every new daily file should only calculate the difference between that file and the previous file balance, not the actual balance shown.
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hi Roger, this sounds very specific, but definitely doable in Power BI. If you get daily files, I'd create two measures, 1 for current day and 1 for previous day (I have a video covering these) then if you want to calculate the variance from the two balances, you just do current day - previous day I've done it in the past to show how much % day difference for sales data, which I cover in passing in this video (kzfaq.info/get/bejne/pZiahrh5up2WYqs.html) Hope this helps, good luck!
@ramakrishnaparicherla6746
@ramakrishnaparicherla6746 Жыл бұрын
how to set refresh option for current month file where as i dont want others files to get refresh in the folder to increase the efficiency of the power BI.
@Topher1478bma
@Topher1478bma Жыл бұрын
would this still work if you used the same folder for over a year? like when you get to january 2024 is it still going to take december 2023 as the latest month?
@ezharezani5936
@ezharezani5936 3 жыл бұрын
Hi Fernan, I have a noob question. Does this method applies for weekly report? Just change the coding a bit?
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hi Ezhar, not a noob question at all! Yes it can work with weekly reports! As long as the structure of your reports are the same (same column names, same order) this should work with a bit of modification
@RehanShaikh-ip9hh
@RehanShaikh-ip9hh 3 жыл бұрын
Hi, thanks for the video, If we defined transform steps for file which we received by email and upload the same in PBI. Will the system will transform as per steps define. Pls advise.
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Hi Rehan, if I understand your situation correctly, yes! As long as the file you receive by email is the same format as the file you used in Power BI, Power BI will perform the same steps you define when you hit Refresh
@RehanShaikh-ip9hh
@RehanShaikh-ip9hh 3 жыл бұрын
@@SolutionsAbroad thanks
@anhnguyenduy6861
@anhnguyenduy6861 2 жыл бұрын
Hi bro, I don't know what is the 'monthly report'[country] = earlier ('monthly report'[country]) do, can you explain please? as I by reading it I'm not sure if its necessary
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
Hi Tony, not sure what the context of this measure is, but EARLIER is something to check and compare previous data, maybe previous months data vs current month data?
@kiranpillala8981
@kiranpillala8981 3 жыл бұрын
Hi There, I am trying to use IslatestMonth = 'Monthly Reports'[Date] =CALCULATE(MAX('Monthly Reports'[Date]), FILTER(ALL('Monthly Reports'),' ')). The issue I have with my second expression is the values are not same across my monthly reports. Is there a way I can use the above measure where I can set the latest date as true when I do not have a common/same secondary expression ?
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
Hi Kiran, do you still have this problem? It sounds like you'll need to wrap your second expression with an IF statement
@adamlang7361
@adamlang7361 Жыл бұрын
Hi there, I can't seem to get this to work. All the values come up as true regardless of whether the date is the most recent - the date format is in DD MMMM YYYY, not sure if that makes a difference. Also as well as the date column is there a way to choose the other column for the formula - in this case its (Country), does it matter? thanks. Playing around with this other column I use I can make it better in that it mostly gets the true/ false statement right - but there are lots of trues that should be false. I think its to do with the date format I use - I need it too look at the whole date not just the months as the data goes back more than a year.
@ArjunK1412
@ArjunK1412 3 жыл бұрын
What does the filter where you used "Earlier" and country do, time of video: 7:00
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Great question! To be honest I don't remember why I wrote this in such a roundabout way, since all I wanted was to compare the max date against the row context date, so this formula would work (and look) better: IsLatestMonth = VAR _thisdate = 'Monthly Report'[Date] VAR _latestdate = MAX('Monthly Report'[Date]) RETURN _thisdate = _latestdate EARLIER is supposed to get a value one level up from the nested calculation
@ArjunK1412
@ArjunK1412 3 жыл бұрын
@@SolutionsAbroad Great, this has more readability now.
@shadowworld735
@shadowworld735 2 жыл бұрын
Hi I want to connect a folder with same type of files differentiated with dates. This reports placed every week in SharePoint site. I want to connect these all files and create graphs to so weekly progress. Can you help me?
@ParadiseBr0
@ParadiseBr0 11 ай бұрын
What if I Want to automate monthly data but they're not the same format?
@aartisingh987
@aartisingh987 2 жыл бұрын
Hi, thanks for the tutorial. I need to do incremental refresh of daily excel data from a shared folder, if I follow the same method will all the files be loaded in every schedule refresh or just the new ones that are added everyday ? Please help me with this, a bit stuck.
@aartisingh987
@aartisingh987 2 жыл бұрын
Guys if anyone is aware pls help!!!
@SolutionsAbroad
@SolutionsAbroad 2 жыл бұрын
Hi Aarti, this method loads every single file on every single refresh, here's a video where I covered incremental refresh: kzfaq.info/get/bejne/nMCGp8-U0K-9po0.html
@SocialMedia-io1tz
@SocialMedia-io1tz 3 жыл бұрын
Besttt
@SolutionsAbroad
@SolutionsAbroad 3 жыл бұрын
Thanks!
@gcbcatedra
@gcbcatedra Жыл бұрын
Ey, do you have a video in which you compare always the last 2 months? I have lots of data monthly, and I just need to find the variations between the last month and the current month... Basically I have the name of all my users (imagine 100), all the products by each user (I have 200 products, so each user has 200 rows), and I have the percentage they have advance in each product. Meaning in January Pedro can have 17% advance in Product 58, and in Febraury he can be also in 17% in the same product (he didn't use it), but in the case he use it, I need to identify the variation... So my question is :P! do you have a tutorial for comparing always the last 2 months?
@haintuvn
@haintuvn 2 жыл бұрын
New columns: "islatemonth"! What happen if the "country" in the last file have some new countries which were not in previous files?
@engGoal
@engGoal 9 ай бұрын
it's so distracting how you are switching the scenes too many times between the screen and yourself. People are busy getting the information with a short and limited time.
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