Combine Multiple Excel Files into One Data Source in Bold BI
In Bold BI, you can connect multiple Excel files into a single data source by using the folder upload option or the append data feature. This guide will walk you through both methods.
Method 1: Using the Folder Upload Option for a new connection
Steps:
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Open the Excel Data Source:
- Navigate to the Excel data source section in Bold BI.
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Choose the Folder in the File Path Section:
- Place all the Excel files you want to connect in one folder.
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Upload the Folder and Create the Data Source:
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Select the folder containing your Excel files.
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Upload the folder to create the data source.
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The sheets will be combined into a single table if the schema is the same across all files.
Method 2: Using the Append Data Feature for existing connection
Steps:
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Edit the Existing File Data Source (Excel):
- Open the existing Excel data source you want to append data to.
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Access the Data Source Designer Page:
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Click on the append data feature.
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Drag and Drop or Upload the File You Want to Append:
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Add the file you want to append to the existing data source.
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Save the Data Source:
- Once the process is complete, save the data source.
You can only append one file at a time. If you need to append multiple files, repeat the process for each file. The sheet you are appending and the existing data source table must have the same schema.
By following these steps, you can efficiently combine multiple Excel files into a single data source in Bold BI, ensuring a streamlined data integration process.
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