Forum Discussion

elinsner's avatar
elinsner
Frequent Visitor
8 years ago

Help with Historical Trend Reporting

Hi, my company has asked me to look at creating historical trend reports in Power BI so I recently took a training class to get me started.  In the meantime my manager setup our SFDC data to go Amazon Redshift daily.  After getting that data into Power BI I'm looking at creating a daily report on our pipeline change (as a test), I realized that only delta changes were sent to Redshift after the first download.  My question to this group is, can I use the delta data to create a historical trending report?  If so, how?

 

Thanks in advance,

 

Erik

 

Need Help

10 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    elinsner,

    Could you please elaborate the “delta change”? After you import data from Amazon Redshift to Power BI and create reports,  you are able to schedule refresh for the dataset in Power BI Service. This way, once data is changed in your data source, the data in Power BI report will be automatically updated based on refresh schedule.

    Regards,
    Lydia

    • elinsner's avatar
      elinsner
      Frequent Visitor
      8 years ago

      Lydia (Anonymous),

       

      When I say delta change, I'm referring to the data moving from our CRM to Redshift.  After the initial download of CRM data, Redshift is setup to only download records that change.  My question is whether or not Power BI can use that type of data to do historical reporting, or if a full download needs to be done everyday.  We are using Redshift because we don't want our historical data to be overwritten as we want to do month-to-month and week-to-week type trending analysis.

       

      Thanks,

       

      Erik

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        elinsner,

        In Power BI, do you connect to CRM or Redshift?

        Regards,
        Lydia