So every month I receive updated data in new tables. I am really struggling to layer those data points together so I can show trends on a month-to-month basis. Do I need to add a column to each month's table? What's the simplest way to demonstrate how our portfolio is changing on a monthly basis?
Not able to update to the latest version of Power BI due to internal IT issues.
If all of the data is in the same format, I would recommend a Folder query. Dump all of the files into a folder with nothing else and then use the Folder query to import all of the data into a single table. When you get a new month, dump that file into the folder and refresh. Then, you will have a single table with all of your data that you can then use to show trends very easily.
1) Add a column representing the date and populate it. This can be at the source (recommended) or you can manually enter it each time you load new tables/data. In most cases you want this column's type as Date.
2) Import all tables/data into one big table/dataset.
3) Build Measures/KPIs/Visualizations off the big table/dataset.
Since you get new table with updated data every, I assume you have same structure on each table. You need to add an month identifier column in each table. Then you can use "Append Queries" feature to append to new data table into a single table.
When putting the data into a chart (visaul), just use that month identifier column as Category on X-axis.