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maryanncardenas
Regular Visitor

Data Stamp and transform to make it as trend by date

Is there a way in Power BI that I can actually get the today's data and transform it as part of the historic trends? For example if today's sale is around 1M then it will automatically paste the data to my daily trends so users will know the sales on a daily basis (using graph visualization). Hoping for your ideas. Thank you so much

1 REPLY 1
speedramps
Community Champion
Community Champion

You need to "date stamp"and "append" the sales before Power BI.

Most sales systems capture the date at point of sales, and write this to sales history table.

 

You can then schedule a Power daily refresh including the date, customer, product and value for each transaction,

Then create a trend graph.

 

You can also do 'incremental' refeshes, but that is advance poower BO and and you sound like a novice. So I recommend you try the above method first.

 

Do some free training here, which include sales trend examples

https://learn.microsoft.com/en-us/training/powerplatform/power-bi

 

 

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