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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 Amazo...
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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

    • elinsner's avatar
      elinsner
      Frequent Visitor
      8 years ago

      Anonymous, we currently have Power BI connected to Redshift.  We thought we had to do this in order to do historical reporting.  When we connected directly to CRM we were not able to figure out how to store historical data.

       

      Thanks,

       

      Erik

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        elinsner,

        As long as the data is changed in Redshift and you click the refresh button in Power BI Desktop, the report data will be overwrited by new data. You would need to export data from the report regularly in order to save historical data.

        Regards,
        Lydia