Different scheduled refresh for two data sources

[max_mustermann]

My data source is a sql database. works fine so far.

I would like to update these queries on a daily basis using scheduled refresh.

No problem so far.

But: I would like to temporarily save or record the status of the data on the 1st day of the month (also in PBI).

--> Different scheduled refresh as first query.

My idea was to query the data in the second case, i.e. monthly, via DirectQuery. (as suggested here: Solved: Can a Report use Multiple Datasets? - Microsoft Power BI Community)

So I have two (multiple) datasets and I am able to set up two different scheduled refreshes.
However in my Power BI workspace I see only one dataset as before.

Any suggestions/ideas?

Thanks in advance!

[Anonymous]

Hi @max_mustermann ,

//However in my Power BI workspace I see only one dataset as before.

Can you tell me the details of the operation?

My steps is to create two reports (datasets) and configure scheduled refreshes separately. And here I have used import mode for both to ensure that the data is imported into the dataset.

Report 1 manually refreshes the dataset at the beginning of each month, and Report 2 is scheduled to be refreshed daily.

After that you can consider creating a new dashboard and fixing some visual objects or pages to the dashboard for comparison.

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly -- How to provide sample data