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Am I misunderstanding this? I have a dataflow that I use but I need to take a "static" snapshot of it once per month (our ERP system does not have this function). And I need to compare the booked order values for the coming month (so a snapshot of orders as of April 1 for example), to what actually ships during the month.
My idea was to create a reference from the orginal dataflow, but then disable that query in terms of the report refresh. However, when I go to refresh my report, it is being updated, which is not what I want.
I cannot create a separate dataflow. I need a snapshot of the data as of a certain date (typically last day of the month), that does not get refreshed. Any suggestions on how to achieve this? I thought by disabling the include in refresh would be the way to go...as that is exactly what it suggests it does.
You cannot do data versioning ("snapshots") in Power BI. That has to be done at the data source, or an intermediate layer (say, a SQL server database or a file storage). Power BI has a concept of incremental refresh but that does not give you any guarantees that it will safeguard the "cold" data.