Forum Discussion

BalajiBuddha's avatar
BalajiBuddha
Frequent Visitor
4 months ago
Solved

Native SQL query for Power BI

HI Everyone, i want to filter out few things here  1. for reporting period <=2026-03 i should show all data  2. for reporting period >= 2026-04, for ssid - kunshan and takahama i should exclud...
Need Help
  • ArwaAldoud's avatar
    ArwaAldoud
    4 months ago

    Hi BalajiBuddha 
    Hi,
    There are two approaches you can use — pick whichever fits your setup better:
    Option 1: Native SQL Query inside Power BI Advanced Editor
    Pass the full SQL logic directly in M code so the filtering happens at the source before data loads into Power BI:

    let
    SqlQuery =
        "SELECT *
        FROM ""your_schema"".""your_table""
        WHERE
            reporting_period <= '2026-03'
            OR
            (
                reporting_period >= '2026-04'
                AND (
                    (
                        ssid IN ('Kunshan', 'Takahama')
                        AND country NOT IN ('Country1', 'Country2', 'Country3')
                    )
                    OR ssid NOT IN ('Kunshan', 'Takahama')
                )
            )",

    Source = Snowflake.Databases("your_server","your_warehouse"),
    DB = Source{[Name="your_database"]}[Data],
    Schema = DB{[Name="your_schema"]}[Data],
    Result = Value.NativeQuery(Schema, SqlQuery)

in
    Result

     

    Option 2:  Create a View in Snowflake (Recommended if you have access)
     This way every report using this dataset inherits the rules automatically with no changes needed in Power BI:

     

    If this response was helpful, please accept it as a solution and give kudos to support other community members

     

     

SharmilaBrisca's avatar
SharmilaBrisca
Icon for Resolver I rankResolver I
4 months ago

Hi BalajiBuddha,

If your database is sql server try the below query,

SELECT *

FROM YourTable

WHERE

    CONVERT(DATE, ReportingPeriod + '-01') <= '2026-03-01'

    OR

    (

        CONVERT(DATE, ReportingPeriod + '-01') >= '2026-04-01'

        AND

        (

            (

                SSID IN ('Kunshan', 'Takahama')

                AND Country NOT IN ('Country1', 'Country2')

            )

            OR

            SSID NOT IN ('Kunshan', 'Takahama')

        )

    )

 

Thanks and Regards

GainInsights Solutions

Trusted Microsoft Partner - https://gain-insights.com/partnerships/microsoft/
www.gain-insights.com

BalajiBuddha's avatar
BalajiBuddha
Frequent Visitor
4 months ago

HI ,

we are using snowflake but user asking us to do the changes in the dataset so , all related reports will effect , so i want this changes in dataset.


  • ArwaAldoud's avatar
    ArwaAldoud
    Icon for Super User rankSuper User
    4 months ago

    Hi BalajiBuddha 
    Hi,
    There are two approaches you can use — pick whichever fits your setup better:
    Option 1: Native SQL Query inside Power BI Advanced Editor
    Pass the full SQL logic directly in M code so the filtering happens at the source before data loads into Power BI:

    let
    SqlQuery =
        "SELECT *
        FROM ""your_schema"".""your_table""
        WHERE
            reporting_period <= '2026-03'
            OR
            (
                reporting_period >= '2026-04'
                AND (
                    (
                        ssid IN ('Kunshan', 'Takahama')
                        AND country NOT IN ('Country1', 'Country2', 'Country3')
                    )
                    OR ssid NOT IN ('Kunshan', 'Takahama')
                )
            )",

    Source = Snowflake.Databases("your_server","your_warehouse"),
    DB = Source{[Name="your_database"]}[Data],
    Schema = DB{[Name="your_schema"]}[Data],
    Result = Value.NativeQuery(Schema, SqlQuery)

in
    Result

     

    Option 2:  Create a View in Snowflake (Recommended if you have access)
     This way every report using this dataset inherits the rules automatically with no changes needed in Power BI:

     

    If this response was helpful, please accept it as a solution and give kudos to support other community members