Capturing a Data trend using excel files

[ApurvaM]

Hi All,

I have excel sheet as my data source and I would like to show trends for some metrics which i calculate in power bi desktop.

To achieve this I need to take a snapshot of my previous month metrics value and store it month - on - month , so that I can fetch it into power bi and show last 6 months trends. One way would be to maintain a separate excel sheet and capture the data manually , which I want to avoid. How else can I create snapshots of my calculation and achieve my purpose? Thanks in Advance.

[v-yulgu-msft · Accepted solution]

Hi @ApurvaM,

Snapshot is not supported in Power BI right now.

Is your data source updated monthly? If so, each month, is the old data of previous month overwrited? If in that case, you have to create a separate Excel sheet per month to keep all data in previous month.

However, if the old data is not covered when update data source, that is to say, all new data is appended to the bottom of previous month data in a single Excel sheet, you can load data of all months into Power BI. To show the last 6 months thrend, you could use the relative date filter to exclute unnecessary data rows.

Best regards,

Yuliana Gu