Refresh a Query once a month, the other queries on the usual incremental refresh

[michael_knight]

Hi,

I'm trying to set a refresh on one of my Queries that only happens at the start of every month. This Query will sit inside the dataset which is refreshed 9 times a day with the incremental refresh feature on Power BI Service. 

I have one Query that has a field that shows how much money is expect in at that current period. I have duplicated that field with the idea of having one on the hourly incremental refresh and the other on the monthly refresh. We want to compare to make sure what is coming in vs what was expect to come in

Does anyone know how I can set it so the refresh happens on the 1st of every month and only freshed once a month on a certain Query

Cheers,

Mike

[amitchandak]

@michael_knight , see if power automate can help

https://powerbi.microsoft.com/en-us/blog/refresh-your-power-bi-dataset-using-microsoft-flow/

[ImkeF · Accepted solution]

Hi @michael_knight ,

Power BI and Power Automate refresh only on dataset level. So there is no way do differentiate within the existing dataset.

But what you can do instead is to use a dataflow as an intermediate buffer that sits between your source data and your dataset.
So instead of querying and regularly updating the constantly changing source directly in your PBI dataset, you create a dataflow that will be refreshed on a monthly basis using a flow in Microsoft Power Automate (native refresh in PBI can only be set up to a weekly schedule).
So your main dataset can be refreshed daily, but it as it references a dataflow that will only refreshed on a monthly basis, the monthly value is kept during until the next monthly refresh.

[Greg_Deckler]

@michael_knight - I am not aware of how to have a separate refresh schedule per query. Maybe you could code the query itself to "kick-out" based upon date/time?? @ImkeF ?