Incremental Refresh - Future values

[Anonymous]

Hi all,

I've setup incremental refresh for the main FACT table in our dataset. This table includes actuals and budget data. 

THe incremental refresh is working correctly, however for the budget numbers it filters all the future values out of the dataset. For example: We have budget numbers for the entire year, when I setup the incremental refresh it only brings in values up to year to date. 

How do I change the settings for incremental refresh to include budget numbers for the full year? I see in the documentation about effective date but I don't where/how to apply this settings to the incremental refresh. 

Any help would be great. 

https://docs.microsoft.com/en-us/power-bi/admin/service-premium-incremental-refresh#xmla-endpoint-be...

Thanks

[GilbertQ]

Hi there

As far as I know with incremental refreshing it will only go as far as the current date and not into the future.

[Anonymous]

@GilbertQ thank you for the reply. In the documentation it talks about using effective date to pull future values out. Do you know how I can use this?

https://docs.microsoft.com/en-us/power-bi/admin/service-premium-incremental-refresh#xmla-endpoint-be...

"effectiveDate – If an incremental refresh policy is being applied, it needs to know the current date to determine rolling window ranges for the historical range and the incremental range. The effectiveDate parameter allows you to override the current date. This is useful for testing, demos, and business scenarios where data is incrementally refreshed up to a date in the past or the future (for example, budgets in the future). The default value is the current date."

[GilbertQ · Accepted solution]

hi @Anonymous 

Here is the extract below

And what you would need to do is to change the effectiveDate to be the date in the future you want it to go into.

For example if you wanted it to go until the end of 2020 you would change it to the following:

{ 
  "refresh": {
    "type": "full",

    "applyRefreshPolicy": true,
    "effectiveDate": "12/31/2020",

    "objects": [
      {
        "database": "IR_AdventureWorks", 
        "table": "FactInternetSales" 
      }
    ]
  }
}

[Anonymous]

Ah I should've read the documentation properly. I had to create a new script then copy and paste the effective code and execute.

Got it working. Thank you

[GilbertQ]

Awesome thanks for letting us know!

[GilbertQ]

Hi there

You are correct in that will apply if you are using Power BI Premium, where you can control it via the XMLA.

If it is in Power BI Pro I do not think that this is possible.

[Anonymous]

@GilbertQ  Yeah thats right. We have premium. Do you know how to apply this? I'm struggling to find where to apply the effective date

[Anonymous]

Hi, 

Did you find where to apply these changes?