Merging tables with static data and to update data

[BaronSdG]

Hi all,

I am trying to create a balance sheet in Power BI. I am using as data source excel data from the past year (Table A) and current year (Table B).

I cannot merge the excels and have Table A together with Table B, as these tables have different stakeholders. This is my limit on the excel side.

I would like to know how I can create in Power BI graphs that take into consideration both the data in table A and B, as they were one table, considering that new data will be added in Table B over time.

I saw the merge option, but that adds data from 2 tables into 1 only when you do it for the first time, it does not a continuous check of potential new data, right?

Thanks

[jclem_326]

Thanks for this.  

I had a similar problem, but my old data was static and  needed to update current data on a regular basis but did not need to update prior data unless the user access rights to prior data changed.  But the old data was causing long delays in refresh.

Following this guidance, I used Power Query to create two identical tables; a current and prior.  Both were set to Enable Load, but only the Current table was set to include in report refresh.

When the dasboard was delivered as a template, the prior data was pulled in intially.  But subsequently only the current data was retrieved.    

[amitchandak · Accepted solution]

@BaronSdG , Merge in Power Query and Union in DAX should work with new data as long as that is coming in both these tables

https://radacad.com/append-vs-merge-in-power-bi-and-power-query

Union(TableA, TableB)

Or use selectcolumns to get the right columns

Also refer: https://www.sqlbi.com/articles/from-sql-to-dax-joining-tables/