combine historical table and current table for trends

[Anonymous]

Hi all, I have 2 tables - one with historical data that captures the entirety of the data each month, and another with the latest data. How would I combine these 2 tables to create a table that I could do trends by month for?

Historical table

Customer	Product Purchased	Revenue	Date of Data
A	Cloud	10	5/1/20
A	Cloud Premium	50	5/1/20
A	DC	50	5/1/20

Current Table

Customer	Product Purchased	Revenue	Date of Data
A	Cloud	20	6/1/20
A	Cloud Premium	60	6/1/20
A	DC	60	6/1/20

[parry2k · Accepted solution]

@Anonymous you can use append in power query to combine these tables. The append option is in the Power Query menu.

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

[v-zhenbw-msft · Accepted solution]

Hi @Anonymous ,

We find that your table has the same column name, so we can connect the folder’s link and append the table records to meet your requirement.

1. Prepare a folder, and put the historical data file in it.

2. Then we connect this folder using Power BI Desktop.

3. Select Combine & Transform Data.

4. We need to remove the first column in Power Query Editor.

5. At last we can add the latest data file to this folder, and select the Refresh.

If you have any question, please kindly ask here and we will try to resolve it.

Best regards,

Community Support Team _ zhenbw

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[parry2k · Accepted solution]

@Anonymous you can use append in power query to combine these tables. The append option is in the Power Query menu.

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡

[SV_community]

Besides Appending queries in power query, you can also consider using UNION in DAX. 

https://docs.microsoft.com/en-us/dax/union-function-dax

[parry2k]

@Anonymous yes it can be surely achieved with UNION but for UNION, you need to make sure the columns of both the tables in the same order, also I would recommend it is good if you bring your most of the transformation in Power Query engine.

I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos whoever helped to solve your problem. It is a token of appreciation!

⚡Visit us at https://perytus.com, your one-stop shop for Power BI related projects/training/consultancy.⚡