{"id":900,"date":"2025-04-10T09:59:28","date_gmt":"2025-04-10T07:59:28","guid":{"rendered":"https:\/\/www.syntera.ch\/blog\/?p=900"},"modified":"2025-04-10T10:19:37","modified_gmt":"2025-04-10T08:19:37","slug":"combine-all-files-from-folder-using-power-bi","status":"publish","type":"post","link":"https:\/\/www.syntera.ch\/blog\/2025\/04\/10\/combine-all-files-from-folder-using-power-bi\/","title":{"rendered":"Power BI &#8211; Combine all files from folder"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-post-author has-medium-font-size\"><div class=\"wp-block-post-author__avatar\"><img alt='' src='https:\/\/secure.gravatar.com\/avatar\/9cbefca9184e6b8146d83f72900473b791b31bc6c2a10a8e57f77e9c41f11b45?s=48&#038;d=mm&#038;r=g' srcset='https:\/\/secure.gravatar.com\/avatar\/9cbefca9184e6b8146d83f72900473b791b31bc6c2a10a8e57f77e9c41f11b45?s=96&#038;d=mm&#038;r=g 2x' class='avatar avatar-48 photo' height='48' width='48' \/><\/div><div class=\"wp-block-post-author__content\"><p class=\"wp-block-post-author__byline\">LEAD BUSINESS INTELLIGENCE<\/p><p class=\"wp-block-post-author__name\">Dimitri B\u00fctikofer<\/p><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-top is-layout-flow wp-block-column-is-layout-flow\">\n<ul class=\"wp-block-outermost-social-sharing alignright has-small-icon-size has-icon-color is-style-logos-only is-content-justification-left is-layout-flex wp-container-outermost-social-sharing-is-layout-fa5e4718 wp-block-outermost-social-sharing-is-layout-flex\"><li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-linkedin has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a 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c0.356-0.675,1.227-1.387,2.526-1.387c2.703,0,3.203,1.779,3.203,4.092V18.338z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on LinkedIn\t\t<\/span>\n\t<\/a>\n<\/li>\n\n\n<li style=\"color: #1a4548\" class=\"outermost-social-sharing-link outermost-social-sharing-link-mail has-primary-color wp-block-outermost-social-sharing-link\">\n\t<a href=\"mailto:?subject=Power%20BI%20%26%238211%3B%20Combine%20all%20files%20from%20folder&#038;body=Power%20BI%20%26%238211%3B%20Combine%20all%20files%20from%20folder%20&mdash;%20https%3A%2F%2Fwww.syntera.ch%2Fblog%2F2025%2F04%2F10%2Fcombine-all-files-from-folder-using-power-bi%2F\" aria-label=\"Email this Page\"  class=\"wp-block-outermost-social-sharing-link-anchor\">\n\t\t<svg width=\"24\" height=\"24\" viewBox=\"0 0 24 24\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" focusable=\"false\"><path 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d=\"M 12.011719 2 C 6.5057187 2 2.0234844 6.478375 2.0214844 11.984375 C 2.0204844 13.744375 2.4814687 15.462563 3.3554688 16.976562 L 2 22 L 7.2324219 20.763672 C 8.6914219 21.559672 10.333859 21.977516 12.005859 21.978516 L 12.009766 21.978516 C 17.514766 21.978516 21.995047 17.499141 21.998047 11.994141 C 22.000047 9.3251406 20.962172 6.8157344 19.076172 4.9277344 C 17.190172 3.0407344 14.683719 2.001 12.011719 2 z M 12.009766 4 C 14.145766 4.001 16.153109 4.8337969 17.662109 6.3417969 C 19.171109 7.8517969 20.000047 9.8581875 19.998047 11.992188 C 19.996047 16.396187 16.413812 19.978516 12.007812 19.978516 C 10.674812 19.977516 9.3544062 19.642812 8.1914062 19.007812 L 7.5175781 18.640625 L 6.7734375 18.816406 L 4.8046875 19.28125 L 5.2851562 17.496094 L 5.5019531 16.695312 L 5.0878906 15.976562 C 4.3898906 14.768562 4.0204844 13.387375 4.0214844 11.984375 C 4.0234844 7.582375 7.6067656 4 12.009766 4 z M 8.4765625 7.375 C 8.3095625 7.375 8.0395469 7.4375 7.8105469 7.6875 C 7.5815469 7.9365 6.9355469 8.5395781 6.9355469 9.7675781 C 6.9355469 10.995578 7.8300781 12.182609 7.9550781 12.349609 C 8.0790781 12.515609 9.68175 15.115234 12.21875 16.115234 C 14.32675 16.946234 14.754891 16.782234 15.212891 16.740234 C 15.670891 16.699234 16.690438 16.137687 16.898438 15.554688 C 17.106437 14.971687 17.106922 14.470187 17.044922 14.367188 C 16.982922 14.263188 16.816406 14.201172 16.566406 14.076172 C 16.317406 13.951172 15.090328 13.348625 14.861328 13.265625 C 14.632328 13.182625 14.464828 13.140625 14.298828 13.390625 C 14.132828 13.640625 13.655766 14.201187 13.509766 14.367188 C 13.363766 14.534188 13.21875 14.556641 12.96875 14.431641 C 12.71875 14.305641 11.914938 14.041406 10.960938 13.191406 C 10.218937 12.530406 9.7182656 11.714844 9.5722656 11.464844 C 9.4272656 11.215844 9.5585938 11.079078 9.6835938 10.955078 C 9.7955938 10.843078 9.9316406 10.663578 10.056641 10.517578 C 10.180641 10.371578 10.223641 10.267562 10.306641 10.101562 C 10.389641 9.9355625 10.347156 9.7890625 10.285156 9.6640625 C 10.223156 9.5390625 9.737625 8.3065 9.515625 7.8125 C 9.328625 7.3975 9.131125 7.3878594 8.953125 7.3808594 C 8.808125 7.3748594 8.6425625 7.375 8.4765625 7.375 z\"><\/path><\/svg>\t\t<span class=\"wp-block-outermost-social-sharing-link-label screen-reader-text\">\n\t\t\tShare on WhatsApp\t\t<\/span>\n\t<\/a>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">In my <a href=\"https:\/\/www.syntera.ch\/blog\/2025\/01\/29\/power-bi-data-from-excel-on-sharepoint\/\">last blog post<\/a>, I wrote about the easiest ways to import data from Excel files hosted on SharePoint into Power BI. Another scenario that I encounter frequently is the use of recurring flat file exports from source systems like ERPs, CRMs, or databases, typically as daily or weekly exports.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This approach is often used when it&#8217;s not easy to connect from Power BI directly to the source system, either because there\u2019s no available connector or setting up a data gateway or custom integration would take too much effort. In many cases, there\u2019s also no data warehouse to help centralize these ETL processes.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This presents a challenge: how can you bring these recurring exports into your Power BI dataset without needing a manual process or relying on an external solution to append new data into one main file? You can use SharePoint as the storage for these dumps and combine the files using power query. Power BI makes this surprisingly easy, and in this blog I\u2019ll show you how to set it up.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Step-by-step Guide<\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2337\" height=\"1313\" src=\"https:\/\/www.syntera.ch\/blog\/wp-content\/uploads\/2025\/04\/demo_gif-2.gif\" alt=\"\" class=\"wp-image-918\"\/><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Add a new data source<\/strong>\n<ul class=\"wp-block-list\">\n<li>To begin, open your Power BI Desktop and navigate to the Power Query Editor<\/li>\n\n\n\n<li>Go to Home &gt; New Source<\/li>\n\n\n\n<li>Select <strong>SharePoint folder<\/strong> from the list of available data sources<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Enter the SharePoint Folder Path<\/strong>\n<ul class=\"wp-block-list\">\n<li>You&#8217;ll need to provide the correct URL to your SharePoint site:<\/li>\n\n\n\n<li>Use the <strong>base URL of the SharePoint site<\/strong>, not the full path to the folder. Paths with spaces can cause issues.<\/li>\n\n\n\n<li>Example format: https:\/\/company.sharepoint.com\/sites\/projectsite<\/li>\n\n\n\n<li>After entering the URL, click OK. When prompted for authentication, choose Microsoft Account and sign in using your credentials.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>View the File List<\/strong>\n<ul class=\"wp-block-list\">\n<li>Once connected, Power BI will display a list of all files stored in the SharePoint site.<\/li>\n\n\n\n<li>Click <strong>Transform Data<\/strong> to open the list in Power Query Editor and begin refining your selection.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Filter by Folder<\/strong>\n<ul class=\"wp-block-list\">\n<li>Within the dataset, locate the <strong>Folder Path<\/strong> column. This column contains the full folder path for each file.<\/li>\n\n\n\n<li>Use the filter icon on this column to select only the desired folder. You can also use advanced filter methods (contains, starts with etc.) to narrows down your dataset to only the relevant files.<\/li>\n\n\n\n<li>Example Folder Path: https:\/\/company.sharepoint.com\/sites\/projectsite\/folder1\/<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Combine Files Automatically<\/strong>\n<ul class=\"wp-block-list\">\n<li>Now that you\u2019ve filtered the relevant files click the <strong>double arrow icon<\/strong> in the <strong>Content<\/strong> column to combine them<\/li>\n\n\n\n<li>In the Combine Files dialog, leave the Sample File<strong> <\/strong>as the default (First file)<\/li>\n\n\n\n<li>Select the appropriate worksheet or table and click OK to confirm<\/li>\n\n\n\n<li>Power BI will generate a new query that consolidates all the selected files into a single table.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">From now on, any new file added to that folder that matches your filter statement will automatically be picked up and included in your dataset the next time your dataset gets refreshed. You can setup scheduled refreshes just as you would for individual files from Sharepoint (see guide in <a href=\"https:\/\/www.syntera.ch\/blog\/2025\/01\/29\/power-bi-data-from-excel-on-sharepoint\/\">my previous blog<\/a>). This makes it easy to keep your reports up to date without needing to touch the query again.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Read More about Power BI:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/01\/16\/analyse-bexio-data-with-power-bi\/\">Analyse bexio Data with Power BI<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2023\/03\/21\/static-and-dynamic-row-level-security-in-power-bi\/\">Static and dynamic Row-level-Security in Power BI<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/08\/27\/building-gantt-charts-with-power-bi\/\">Building Gantt Charts with Power BI &#8211; Syntera<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/03\/19\/automated-power-bi-testing-with-selenium\/\">Automated Power BI Testing with Selenium<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.syntera.ch\/blog\/2024\/11\/20\/power-bi-shape-maps-custom-switzerland-map\/\">Power BI Shape Maps: Custom Switzerland Map &#8211; Syntera<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In my last blog post, I wrote about the easiest ways to import data from Excel files hosted on SharePoint into Power BI. Another scenario that I encounter frequently is the use of recurring flat file exports from source systems like ERPs, CRMs, or databases, typically as daily or weekly exports. This approach is often [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":911,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[6,24,13],"class_list":["post-900","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-intelligence","tag-power-bi","tag-power-query","tag-sharepoint"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Power BI - Combine all files from folder - Syntera<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.syntera.ch\/blog\/2025\/04\/10\/combine-all-files-from-folder-using-power-bi\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Power BI - Combine all files from folder - Syntera\" \/>\n<meta property=\"og:description\" content=\"In my last blog post, I wrote about the easiest ways to import data from Excel files hosted on SharePoint into Power BI. Another scenario that I encounter frequently is the use of recurring flat file exports from source systems like ERPs, CRMs, or databases, typically as daily or weekly exports. 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