Forum Discussion
Advice about excluding old data
If you are sure the business will never report on that migrated 2018–2019 data, then filtering it out in Power Query is the right approach. First, add the filter as early as possible in the query steps, ideally right after the source and type-setting steps. That gives Power BI the best chance to fold the filter back to Dynamics/Dataverse, so fewer rows are pulled before the later transformations run.
If you are sure the business will never report on that migrated 2018–2019 data, then filtering it out in Power Query is the right approach. First, add the filter as early as possible in the query steps, ideally right after the source and type-setting steps. That gives Power BI the best chance to fold the filter back to Dynamics/Dataverse, so fewer rows are pulled before the later transformations run.
Noted, thanks!