Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Phar
Frequent Visitor

How do I lock down my pivot table so it doesn't refresh?

I am trying to preserve historical reports so that I can look back at last month's reports without them refreshing.  I don't know how to lock down the tables so they can't be refreshed.  

Is there an easy way to remove the data source without losing all the current data?
Thanks

7 REPLIES 7
Anonymous
Not applicable

Hey @Phar

 

In the query editor, you can right click on the table on the left side and unselect "Include in report refresh." Make sure the checkbox is not showing.

 

IncludeReportRefresh - Use.png

 

Hope this helps,

Parker

Thanks Parker, but I can't find the option to unselect "Include in report refresh."  


Phar
Frequent Visitor

This is my drop down selection.  

query options.png

Anonymous
Not applicable

@Phar

 

What datasource are you using and how are you connecting to it (Import or DirectQuery)?

@Anonymous
I'm not sure I understand.  I download and overwrite reports (excel tables) from a web interface nightly.  So, I'm guessing I
import.

Yes, I am a newbie.
Thanks.

Load To.png

Anonymous
Not applicable

@Phar,

The "Include in report refresh" comes from Power BI Desktop. However, you are using Power Query in Excel and create PowerPivot table, please post the question in Power Query forum or PowerPivot forum.

Power Query: https://social.technet.microsoft.com/Forums/en-US/home?forum=powerquery
PowerPivot: https://social.technet.microsoft.com/Forums/en-US/home?forum=sqlkjpowerpivotforexcel

Instead, you can use Power BI Desktop to create reports.

Regards,
Lydia

Anonymous
Not applicable

@Phar

 

See edited post above.

 

-Parker

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.