I have created a history table with 2 years of data (copy and paste to create the table). I have then created another query that will pull the auto created datasource containing new information to be formatted and what remains is only what i need. I need to append one to the other on a weekly basis AND THEN STORE THIS INFO, without overwriting. I need to build new history to continue to add to the history table. In power query editor, no matter which way i slice this i cannot get it to SAVE the most recent data without overwriting it. In my simple mind, i need to copy the new results and paste to the history table. Note that this is a HANDS OFF query, i need it all to be automated. Tons of posts everywhere about this, however i have yet to find a logical solution. Any ideas? Willing to attempt anything at this point!!! PLEASE!!!!!!
Sounds like you're looking for incremental load? This feature is available in Power BI Premium. If you don't have Premium, the workarounds depend on if you want to refresh it in the service or not. So do you want a solution that works in the service?
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I have MANY files (70+) that dump out of our ERP system daily and stored in sharepoint (tsv files). 7 of these files are point in time files where they are only good for the minute that they were ran. for example, 1 file is open PO's. I have power BI pulling in this file and formatting it. Because i do not have another way to store the history, i have another query that is just a table that i have typed in the history on a weekly basis. The end result of the daily dump is a query with 2 columns (a date, and a number), the history file is exactly the same (a date and a number). I need to append the newly formatted file (query) to the history query on a weekly basis and not keep overwriting itself. End goal is 1 query with weekly updates. Sounds simple - but i cannot wrap my head around this! Thank you for your help.
I just made a go at the union - (joining the History and the New Data tables). I see that it did combine them as expected - so i ran a new report out the the ERP system, and then did a refresh. Almost as expected, it omitted what WAS in the new data query with todays data and THEN it joined this to the history file (so i am missing a week of data). I almost need to join them, create a new table with hard data and then have that cycle repeat weekly - however i do not believe there is a way to automate that..... is it?