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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 ACCEPTED SOLUTION
speedramps
Super User
Super User

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

 

 

View solution in original post

4 REPLIES 4
v-pgoloju
Community Support
Community Support

Hi @maryanncardenas,

 

Just a gentle reminder  has your issue been resolved? If so, we’d be grateful if you could mark the solution that worked as Accepted Solution, or feel free to share your own if you found a different fix.

This not only closes the loop on your query but also helps others in the community solve similar issues faster.

Thank you for your time and feedback!

 

Best Regards,

Prasanna Kumar

v-pgoloju
Community Support
Community Support

Hi @maryanncardenas,

 

We wanted to kindly check in to see if everything is working as expected after trying the suggested solution. If there’s anything else we can assist with, please don’t hesitate to ask.

 

Warm regards,

Prasanna Kumar

v-pgoloju
Community Support
Community Support

Hi @maryanncardenas,

Thank you for reaching out to the Microsoft Fabric Forum Community. And aslo thanks to @speedramps  for prompt and helpful response.

Just following up to see if the solution provided was helpful in resolving your issue. Please feel free to let us know if you need any further assistance.

 

Best regards,

Prasanna Kumar

speedramps
Super User
Super User

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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