Hi folks
I am not sure if this is the right part of the forum for this or if this is even possible. I am not asking for someone to tell me how to do this, I could just really do with some guidance as to whether something exists that would allow to the below to happen. I can then do the work.
We have a number of dashboards in Power BI, these are refreshed weekly. This is currently a manual process taking around 3 hours each dashboard which is eating into time that could be spent doing something more productive. The process to update the dashboards is very defined and clinical ie it is something that in my mind could be automated however because the tasks cover multiple applications I am not really clear whether there is one single "hit a button and leave it" way to automatically do the refresh. I have listed the process below. This is a standarised process.
1) Data files (xlsx) received via email or uploaded via Kahootz
2) Data files are moved into a folder either on a local pc or on Onedrive
3) Data files are opened within Excel, header names from a template file are superimposed where the existing headers are and maybe other minor data manipulation which can easily be covered with some VBA.
4) Data files are then imported into SQL server ( via right click, tasks)
5) Script is ran to transform data in SQL server.
6) Data output in csv.
7) csv file is imported into Power BI and report refreshed.
Can the above be automated by one single application? I appreciate there will be setting up etc to do even if it can be automated. Any pointers or sugggestions would be really appreciated.