EXTRACT DATA FROM TABLES BEFORE ARCHIVE

[dplandry]

Hey guys

I'm pretty new to Power BI, but am learning fast and loving it.   I am trying to build a report on deleviry effeciency, but the main table I need to use to pull data is archived such that only the recent 6 months of data ramains in the table....beyond that it's moved to another archive table.  I'm having issues getting the data from the sales orders to pull from each table.  Is there a way to extra the data from the current data into a new table before it's archived and removed?

Thanks

Dwaye

[MEhrenmueller]

Hi!

What troubles do you face when you extract the data from both, the "current" and the "archive" table?

This should work pretty straight forward.

I am not aware of a possibility to extract data (from your "current" table) and "hold" it in PowerBI without getting it refreshed.

[dplandry]

I'm having a problem linking the current table to the archive table. In the order table, the sales order appears once. The archive table holds sales order lines so the sales order appears more than once so I'm having issues linking them. If I use the main table, I only get 6 months of sales orders.

[v-qiuyu-msft]

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@dplandry wrote:
I'm having a problem linking the current table to the archive table. In the order table, the sales order appears once. The archive table holds sales order lines so the sales order appears more than once so I'm having issues linking them. If I use the main table, I only get 6 months of sales orders.

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Hi @dplandry,

Do you mean there is a common field sales order column between the archive table and order table, if that is a case, you can create a relationship between the archive table and order table with many to one. See: Create and manage relationships in Power BI Desktop.

But if you want to add additional rows of data from archive table to the main table, you can open Query Editor and use the feature Append Queries.

If I misunderstand the issue, please share some screenshots about the sample data and expected results for our analysis.

Best Regards,
Qiuyun Yu

[MEhrenmueller]

Can you support me with more details about the (useful) columns of both tables?

From the knowledge I have so far about your case, it should be possible to GROUP the archive table when you load it via Power Query, so you get down to the expected number of rows.