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Hello community! I need your help.
I have a table in a Excel file like this:
Month | Value |
Jan | 100 |
Jan | 50 |
Jan | 75 |
Jan | 50 |
Jan | 20 |
Jan | 15 |
This Excel file is the data introduction file for the user, and change the rows values every month.
In a Power BI Desktop file, I get this file into a table (ActualTable). In this Power BI Desktop file, I have too a table (HistoricTable) where I want to save the rows of the Excel file but maintein the existents. In the first Update of the file, the ActualTable and the HistoricTable they must have the same rows:
Month | Value |
Jan | 100 |
Jan | 50 |
Jan | 75 |
Jan | 50 |
Jan | 20 |
Jan | 15 |
ActualTable & HistoricTable
but, when a change the rows of Excel file:
Month | Value |
Feb | 10 |
Feb | 20 |
Feb | 0 |
Feb | 50 |
Feb | 30 |
Feb | 5 |
and I update the Power BI Desktop file again, in the ActualTable I need to have the new rows of the Excel file (from the Feb month) but in the HistoricTable I need to have the previous rows (from de Jan month) and the new rows (from the Feb month), that is:
Month | Value |
Feb | 10 |
Feb | 20 |
Feb | 0 |
Feb | 50 |
Feb | 30 |
Feb | 5 |
ActualTable
Month | Value |
Jan | 100 |
Jan | 50 |
Jan | 75 |
Jan | 50 |
Jan | 20 |
Jan | 15 |
Feb | 10 |
Feb | 20 |
Feb | 0 |
Feb | 50 |
Feb | 30 |
Feb | 5 |
HistoricTable
How can I do this append method of monthly records?
Thank you very much!
Solved! Go to Solution.
That is exactly @LivioLanzo! But the Premium option is not possible in this case. I have solved it by importing a windows folder where Excel files are left to load monthly.
Thank you very much for your help, too!
Hi @Raul
this is called 'incremental refresh' and can be set up within Power BI service by using Data Flows.
If you can't use this feature then you have to load all the data at each refresh.
You can also make a script which stores your excel data into a database (Access for simple ones or SQL Server) so the refresh within Power BI takes less time by loading the data directly from a database. But this requires you to have access to a database plus some coding skills(vba, python etc)
Did I answer your question correctly? Mark my answer as a solution!
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That is exactly @LivioLanzo! But the Premium option is not possible in this case. I have solved it by importing a windows folder where Excel files are left to load monthly.
Thank you very much for your help, too!
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