Static and Dynamic Data for report

Hi gauravg3 ,

According to your statement, I know your data source is Servicenow. It is a web data source.  Incremental refresh is a good way to load data in dynamic date range. However web data source doesn't support query folding, so incremental refresh may show bad performance due to large size of data.

For reference: Sources that support folding

Here I suggest you to do some transform in Power Query Editor.

Filter static table in the previous 11 months.

Then use Group BY to get aggregate values.

Filter dynamic table by This Month.

You may refer to this blog to learn more details about how to optmize your report performance.

Best Regards,
Rico Zhou

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