Power BI Template creation-CodePudding

Good afternoon. I work for a telecom company, specifically in the Customer Success team. I created a spreadsheet for one of my customers monthly invoice using the raw csv file that our billing system generates. It works fine in excel, but is a bit messy, and my higher ups wanted me to start using power BI. I was able to create a much better looking report in power BI, but i'm running into the issue of recreating the report every month efficiently. In excel, I created a template file, that allows me to copy/past the raw data, and all the slicers and pivot tables are kept and only takes me minutes to send off. I've googled this a few times now and I cannot see a way to do the same thing with power BI, where i add in the csv file, and all the visualizations are kept and just the data is updated. Any help would be appreciated

CodePudding user response：

Or use a query like this to load the newest .csv file in a folder:

let
    dir = Folder.Contents("c:\temp" ),
    #"Filtered Rows" = Table.SelectRows(dir, each ([Extension] = ".csv")),
    #"Sorted Rows" = Table.Sort(#"Filtered Rows",{{"Date modified", Order.Descending}}),
    #"Contents" = Table.FirstN(#"Sorted Rows",1)[Content]{0},
    #"Imported CSV" = Csv.Document(#"Contents",[Delimiter=",", Columns=3, Encoding=1252, QuoteStyle=QuoteStyle.None])
in
    #"Imported CSV"