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Regular Visitor

compare (refreshed) sales data vs last data set

Hello,

 

My PBI dashboard is scheduled to refresh ~8 hours with data from SFDC. I'd like to display the changes in various (pipeline/forecast/won) metrics versus the previous day.

 

Example: Tuesday's 8AM dashboard compares against Monday's 8AM, Tuesday 5PM compares against Monday 5PM, or Monday 8AM- since deals aren't moving that fast). 

 

Is this possible? I'm being told that I'll need to manually save yesterday's data because the scheduled refresh wipes the data and replaces with new data. Is there a way to automatically "lock" data from a previous refresh?

 

thanks! -TF

1 REPLY 1
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Super User IV
Super User IV

Re: compare (refreshed) sales data vs last data set

What you are being told is correct. No real way around it other than perhaps some fancy, tricky M code maybe?


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