Enable load/Include in report refresh - Bug or Feature?

HI zenisekd,

I don't think you can use these 'data load' options to achieve historical data effects.

AFAIK, M query tables have displayed the snapshots that preview of M query function processing result. They haven't really been stored in the data models. (normally this operation will proceed when you apply and submit these changes to save back to the data view)

So if you turn off the 'enable loading' option, these table records will not load/process to generate corresponding data tables into power bi data models.

So it means you can use this to store some cold data but it is trouble to achieve historical and current data effects. You need to manually refresh on the power query side and publish the report to replace old version data. (Also, the query tables refresh cannot be processed at the same time or the query table which is used to store history data will also get the latest data)

Managing query refresh - Power BI | Microsoft Docs

In my opinion, I'd like to suggest you create multiple tables with different DB 'queries' to limit the data loading ranges to achieve your requirement. (this should not suitable for the database which will replace the history records values)

Regards,

Xiaoxin Sheng