How to capture monthly snapshot data

Question

Hi everyone,I have a report which connects to SQL Server and my data is updated daily.I need to refresh the report monthly on the 2nd day of the month. the logic for the report is:Report date&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Sale date begin&nbsp; &nbsp; &nbsp; &nbsp;Sale Date End&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Post date is equal to or less thanJan 2 2021&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Aug 2019&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Jul 2020&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;12/31/2020Feb 2 2021&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Sep 2019&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Aug 2020&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1/31/2021Mar 2 2021&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Oct 2019&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Sep 2020&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 2/28/2021Apr 2 2021&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Nov 2019&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Oct 202o&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 3/31/2021&nbsp; &nbsp;&nbsp;What I need to do is capture the snapshot data which is refresh every 2nd day of the month. It does not matter how my data is changing I would see the same data for the whole month. Then on the 2nd day it would refresh and add 1 more month of the data and still keep the data of last month. so that I can have the report slicer to choose the specific report date that I need to see the data.&nbsp;Thank you&nbsp;

amitchandak · Answer

Harry_Tran , Based on what I got.
See if if DAX append method can help
https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-data-to-it-using-incremental-refresh/https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/

v-lianl-msft · Answer

Hi Harry_Tran&nbsp;,
&nbsp;
Based on your description, configuring incremental refresh for the dataset can meet your needs. Please refer to:
https://powerbiexperience.com/en/how-to-correctly-use-incremental-refresh-and-not-fall-into-traps/&nbsp;
&nbsp;
Best Regards,LiangIf this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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How to capture monthly snapshot data

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