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 Amazo...
Need Help
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

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        8 years ago

        elinsner，

        When you click Refresh button in Power BI Desktop, it will bring the latest data of your source(Redshift) to report.

        Regards,
        Lydia