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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

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

  • elinsner's avatar
    elinsner
    Frequent Visitor
    8 years ago

    Anonymous How do I prevent that update from overwriting my data?  If it overwrites the data I won't have any history.

  • elinsner's avatar
    elinsner
    Frequent Visitor
    8 years ago

    Thank you Lydia.  I was hoping the solution would be simpler than copying my data daily from Power BI to a CSV file somewhere else then re-importing the data.  I think I may have to use a 3rd party database to download daily data to, then connect it to Power BI to create the trending metrics I need.