Keeping Data History in Power Bi

[mmills2018]

Hello,

I am uploading an excel file to power bi monthly.  I am hoping I can keep the history each month in power bi, do you know of any resources or blogs that explain how to do this?

Thanks!

[v-yiruan-msft]

Hi @mmills2018 ,

Whether monthly excel file only include the data with "current" month? But you want to keep both the new data and history data in the file? If yes, you can refer the content in the following blogs to get it.

How to work with monthly Datasets?

Storing and using information from a dynamic data source using PBI desktop

Appending Historical Data to New Data with Dataflows

Best Regards

[TomMartens]

Hey @mmills2018 ,

from my understanding you are asking for one of the most advanced topics with Power BI - incremental refresh. Unfortunately, your post basically does not contain any useful information, something like this:

• is there one excel file for each month?
• is there just one excel file, that only contains the change

For this reason, I recommend reading these articles:

• Incremental refresh in Power BI - Power BI | Microsoft Docs
• How to configure Incremental Refresh with Power Query in Power BI - Reporting/Analytics Made easy wi...

Hopefully, you will find some information that helps to tackle your challenge.

Regards,

Tom

[mmills2018]

Hi Tom - my post didn't contain any useful information because I don't know who to approach this, that is exactly why in my post I asked if somone could DIRECT me to any resources or blogs to read, but, hey thanks for the reply