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  • Writer's pictureSajit Simon

Automate Data Collection with Folder Connector - Power BI

Updated: Dec 23, 2023

In the realm of data analytics, efficiency in accessing and processing information is paramount. Power BI, offers a remarkable feature called the Folder Connector. While this may seem like a minor feature, it can actually be a game changer for your data analysis and reporting.


This feature stands as a pivotal tool, simplifying the integration of data from multiple files within a directory. Which eventually gives you a unique ability to automate data collation from multiple file which a single click.


Data Used




Automate Data Collection with Folder Connector


Understanding Folder Connector in Power BI


At its core, the Folder Connector is a mechanism designed to streamline data aggregation by effortlessly collecting and processing data from multiple files stored within a designated folder. Its significance lies in its ability to not just access these files but to harmonize and consolidate the data they contain, thereby facilitating comprehensive analysis within Power BI.



Advantages of folder data connector in Power BI


Automated data refresh: One of the biggest benefits of using a folder data connector is the ability to automate data refresh. By connecting to a folder that contains your data files, Power BI will automatically refresh your data whenever a new file is added or an existing file is updated. This saves you the time and effort of manually refreshing your data and ensures that your reports are always up-to-date.


Easy data integration: Another advantage of using a folder data connector is the ease of integrating data from multiple sources. If you have data coming from multiple sources, you can simply drop the files into a designated folder and Power BI will automatically integrate the data for you. This eliminates the need to manually import data from multiple sources and ensures that your reports are consistent.


Data security: When you use a folder data connector, your data is stored on your local machine or in the cloud. This means that you have complete control over your data and can ensure that it is secure. This can be especially important for businesses that handle sensitive or confidential data.


Scalability: Finally, using a folder data connector allows for scalability as your data needs grow. If you need to add more data sources or increase the frequency of data updates, you can simply add more files to the folder and Power BI will automatically incorporate the new data. This means that you won't have to worry about outgrowing your data integration capabilities as your business grows.


Overall, the folder data connector option in Power BI is a powerful tool that can save you time, effort, and hassle when it comes to data integration and refresh. Whether you're working with a small dataset or managing data from multiple sources, the folder data connector can streamline your work and help you get more value from your data.





How to Automate Data Collection with Folder Connector


Using the folder connector in Power BI is a simple process that can save you time and effort when it comes to data integration and refresh. Here are the steps to use the folder connector in Power BI:


  • Open Power BI and click on "Get Data" in the ribbon

Power BI data connectors


  • In the Get Data window, select "File" and then choose "Folder" from the list of options

  • Click "Connect" to open the folder connector window

Power BI Folder Connector


  • In the folder connector window, browse to the folder that contains your data files and click "OK"

Power Folder Data Connector Source


  • Power BI will now scan the folder for data files and present you with a list of the files it has found

  • Click "Combine" to collate all the files in the folder together into Power BI

Power BI Data Loading


Combining data in Power BI transformation



Now whenever you click on the Refresh button, it will automatically collate all the files in the folder that you selected earlier and update your data.

Power BI data refresh


So this is how you Automate Data Collection with Folder Connector. With this you can easily connect to data and refresh it from a folder on your local machine or in the cloud with a single click. This can save you time and effort when it comes to data compiling & transformation.




Bonus - Performance Optimization and Best Practices with Folder Connector


1. Data Loading Strategies

  • Incremental Loading: Consider adopting an incremental loading approach, especially with large datasets. Load only new or modified files to minimize processing time.

  • Selective Loading: Utilize filters to load specific files based on relevancy or modification date, avoiding unnecessary data processing.

2. File Structure and Organization

  • Consistent Naming Conventions: Maintain consistent naming conventions for files within the directory to ease the identification and loading process.

  • Folder Structure: Organize files within folders logically. This helps in narrowing down the scope of data extraction and reduces unnecessary file scanning.

3. Data Transformation and Cleaning

  • Minimal Transformations in Power Query: Perform minimal transformations within Power Query to reduce processing overhead. Preferably, perform complex transformations in the source system itself.

  • Data Cleaning: Apply data cleaning steps efficiently, removing redundant or irrelevant information early in the transformation process.

4. Data Refresh Scheduling

  • Scheduled Refresh: Schedule data refreshes during off-peak hours to avoid impacting system performance. Configure refresh intervals considering data update frequency.

5. Consider Data Volume and File Size

  • Chunking Large Files: If dealing with massive files, consider breaking them down into smaller chunks to enhance processing speed.

  • Limiting File Size: Be mindful of file size limitations as extremely large files might significantly impact performance.

6. Indexing and Optimization

  • File Indexing: For network-based storage, ensure proper indexing of files to expedite file access and retrieval.

  • Compression and Archiving: Consider compressing files or archiving older files to reduce the volume of data processed.

By implementing these performance optimization strategies and adhering to best practices, users can significantly enhance the efficiency and speed of data retrieval and processing using the Folder Connector in Power BI. These practices pave the way for smoother data integration and analysis, empowering informed decision-making processes.



That's it for now, stay tuned for more!

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