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jshull
Microsoft Employee
Microsoft Employee

Adding comment data to an uneditable database

Hello! Here's a quandary I've been mulling over. I have to work with several databases which are all uneditable - the "Get Data" buttons all become greyed out when I connect to one database. 

 

Each week, I refresh a pivot table in Power BI with unique customer names in the first column, then each month's revenue for that customer in the other columns. I then have to export this list to Excel, so I can add comments to each row with a trend summary (Example: revenue trends down in Q3-Q4, or revenue spiked up in Q2). 

 

  • First question: is it possible to add an extra column like this - so each trend summary is tied to the correct customer in column 1 - when I can't hit "get data" in Power BI? I know I can add "comments" to a Power BI, but those aren't tied to the specific customer names.
  • Second question: is it possible to have Power BI automatically "save" this data statically each week or month, so I can compare last months' projections vs this month? I of course know how to export the data to a .csv, but I'd love to automate that process.

Thank you very much in advance for any ideas!

2 REPLIES 2
Greg_Deckler
Community Champion
Community Champion

@jshull First, are you connecting to an existing Power BI dataset and therefore a "Live" connection or are you using DirectQuery? If DirectQuery you have the option of a composite data model, which allows you to import data to add to your dataset. That option is not available for Live datasets yet.

 

For your second question, there are wasy of doing it but it mostly leads to sadness. @ImkeF has some solutions for this I believe.



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@Greg_Deckler Thanks for the quick response! 

Unfortunately this is a live dataset. I've tried using other methods of connecting to the database - like Import - but Power BI ends up freezing up every time that's attempted. IT support's answer on that is "only use the live connection please." 

Hah, "sadness" is what I expected, but I'll take any ideas! I assume the real solution here is on the database side - to add a Week Ending In" field - but I have no way to change that.  

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