Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Disabling the Include in Report Refresh

Am I misunderstanding this?    I have a dataflow that I use but I need to take a "static" snapshot of it once per month  (our ERP system does not have this function).    And I need to compare the booked order values for the coming month  (so a snapshot of orders as of April 1 for example), to what actually ships during the month. 

 

My idea was to create a reference from the orginal dataflow, but then disable that query in terms of the report refresh.    However, when I go to refresh my report, it is being updated, which is not what I want.   

 

I cannot create a separate dataflow.   I need a snapshot of the data as of a certain date (typically last day of the month), that does not get refreshed.    Any suggestions on how to achieve this?   I thought by disabling the include in refresh would be the way to go...as that is exactly what it suggests it does.  

 

 

Need Help

1 Reply

  • lbendlin's avatar
    lbendlin
    Super User
    5 years ago

    You cannot do data versioning ("snapshots")  in Power BI.  That has to be done at the data source, or an intermediate layer (say, a SQL server database or a file storage).  Power BI has a concept of incremental refresh but that does not give you any guarantees that it will safeguard the "cold"  data.