9. Get Data from Folder: Monthly Bank Statements Walkthrough

By Ravindra Bagale Last updated: 6 October 2026

Friends, in an office a new file arrives every month – Jan.xlsx, Feb.xlsx... Copy-paste every month? Not at all! In this module we combine monthly bank statements from one folder, and set it up so that a new file comes in automatically with a refresh.

What you will learn in this module

Combining many files with the same structure from one folder
What the helper queries (Parameter, Sample File, Transform Sample File, Transform File) do
Cleaning bank-statement quirks: header rows, opening/closing lines, Dr/Cr, amounts with commas
Getting the month from Source.Name, skipping hidden/temporary files
Handling a file with an extra column or different headers
Automatic refresh when next month's file is dropped in (local folder and SharePoint folder)

Live story: Twelve bank statements in one folder

Suppose we help a small Pune shop owner who sells on Swiggy and Blinkit. Every month the bank sends one CSV statement. After a year there are 12 files. We want one table of all 12 months, and next month's file should join by itself. This chapter uses Get Data from Folder to combine files once and refresh forever.

All numbers in this story are fictional practice data.

Every month, Ravindra Bagale downloads his savings-account statement as an Excel file: Jan.xlsx, Feb.xlsx, Mar.xlsx … He wants one Power BI table with all transactions to track spending on Blinkit and Amazon Now, UPI transfers, ATM withdrawals and salary credits. The same technique works for monthly Blinkit order exports (Module 7.20).

Fictional data

The bank ("Example Bank"), account number, narrations, reference numbers and amounts below are invented for practice.

Concepts in this chapter

Review and practice

★Practice and Answer Key: Combine Files from a Folder

The chapter recap is at the end of the last concept page.

Ravi Sir's Cards: 10 revision, interview and comparison cards for this chapter · मराठी cards