Ravindra BagaleCourses & study guides

9. Get Data from Folder: Monthly Bank Statements Walkthrough

9.8 Automatic Refresh When a New Month Arrives

By Last updated:

  1. Save Apr.xlsx into the same folder.
  2. In Power BI Desktop, click Home › Refresh. April rows appear. No query changes are needed.
  3. In the Power BI Service, a local folder needs an on-premises data gateway (Module 4.8) for scheduled refresh.
  4. Better for teams: SharePoint folder. Save the files in a SharePoint document library (or OneDrive for work) and connect with Get data › More… › SharePoint folder › Site URL (for example https://example.sharepoint.com/sites/Finance). Filter Folder Path to your library folder, then combine as above. Scheduled refresh then works without a gateway.
Source = SharePoint.Files("https://example.sharepoint.com/sites/Finance", [ApiVersion = 15]),
OnlyStatements = Table.SelectRows(Source, each Text.Contains([Folder Path], "/Shared Documents/BankStatements/"))

Make the folder a parameter

Create a Text parameter (बदलता येणारे मूल्य, जे अनेक ठिकाणी वापरता येते) FolderPath and use Folder.Files(FolderPath). When you move to another laptop or to SharePoint, you change one value (Module 10).

Practice task

Lakshat theva, create three fictional statement files (Jan, Feb, Mar) for Ravina with UPI payments to Blinkit and Amazon Now, an IMPS transfer to Raja, ATM withdrawals in Nashik and a salary credit. Make Mar.xlsx use Withdrawal Amt./Deposit Amt. headers. Combine them, add Month, Mode and Category, and build a column chart of Total Spend by Month and Category. Then add Apr.xlsx and refresh.

Ravindra Bagale's Tip

Mitrano, khup students drop a new month's file into the folder with a different name pattern (udaharan mhanje "March 2026 final.xlsx") and the month column breaks. Agree on one naming convention (2026-03.xlsx) and keep it. After adding a file, refresh and check the row count per month in a quick table visual. Bilkul visru naka.

Thodkyaat sangaycha tar (quick recap)

Folder madhe fakt tyach files theva, hidden aani temp files filter kara, file-specific cleaning Transform Sample File madhe kara, aani helper queries la haat lavu naka. Aata pudhe jaauya parameters kade.