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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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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

      • elinsner's avatar
        elinsner
        Frequent Visitor
        8 years ago

        Anonymous, data from CRM is exported to Redshift everyday, but only the changes that occur and not every record.  Are you saying that if I click the refresh button on Power BI Desktop that it can process the changes with the other data?

         

        Thanks,

         

        Erik