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Monthly updates HELP

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Posted on by Pugburger93

Hey, we created a flow that extracts data from a sharepoint list on a monthly basis. The goal is to show the differences month to month within power bi. We can’t figure out a way to automate the addition of the monthly reports to the power bi query. Ideal something that goes like “ when a file is added to this folder add the data to this dataflow/dataset.” Is this doable?

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Shravan 128 on at

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Hi,
If your goal is to load the sharepoint data to power BI, why not use it as a datasource in power bi and schedule refresh accordingly?
create a datetable in powerbi and map it with your month column in teh SP list.

To answer your flow question:
try using "when an item is created in the list" trigger. this will start your flow.
Then do your next actions. For example, "Get items" action and then "apply to each" to add to your dataset.
if your dataset is sql("insert Row" action reuires premium license for sql actions) or anyother datasource.

Thanks,

Sravan

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Pugburger93 2 on at

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Thanks for the suggestion. The reason we don’t link it directly to Power Bi is because there is no “date” field in the sharepoint list. This is something that the teams update daily and we would like to have a very clear monthly export to see exactly what the changes are from month to month. So far, I have a flow that gets the items and exports to a cvs file but that creates issues when combining the different files into one. Wondering why there isn’t an action for creat XLSX just like there is one for CSV lol

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