How to get merged table data to refresh?

[wpf_]

I merged two tabes using a left outter join in power query.  Now when i update data in the data source, and update a measure, the table visual refreshes but does not show the new data.  I had to do a data refresh in order to see it.  Normally I do not need to do a data refresh.  Then when i upload it to bi service, a visual refresh does not show the new data, only a data refresh would show it.  Again normally a visual refresh would do the trick.  How can i get the merged table to get the new data without doing a data refresh?  I have 'enable load' and 'include in report refresh' checked for the table.  Thanks 

[selimovd]

Hey @wpf_ ,

how did you connect to the data source? Is it import or direct query mode?

If you imported the data in import mode you always need to click the "Refresh" button or schedule a refresh that the data is being refreshed.

The behavior that the data refreshes when you change something in a visual is common for direct query. But if you're in import mode the visuals work on the imported data set.

You can change the import mode from import to direct query, but aware of the disadvantages of DQ:

Power BI Switch From Import To Direct Query Mode (devoworx.com)

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi

Follow me: twitter.com/DenSelimovic

[wpf_]

@selimovd 

Thanks for your reply.  I am using directquery.  I thought maybe merged tables behave differently?  Could it be that the last two steps of my query could not be folded?  The last two steps are getting the last 3 char of a column, and trimming a column.  The join instruction is folding though.  

[selimovd]

Hey @wpf_ ,

that's a good question. Did you activate the "Assume Referential Integrity" setting?:

Assume referential integrity setting in Power BI Desktop - Power BI | Microsoft Docs

If you need any help please let me know.

If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards

Denis

Blog: WhatTheFact.bi

Follow me: twitter.com/DenSelimovic

[wpf_]

@selimovd 

The merged table actually does not have any relationships with any other table so "Assume Referential Integrity" is not checked.  Should it have a relationship with the two tables that the data is from?

[v-kelly-msft]

Hi  @wpf_ ,

Did you try unchecking "Enable parallel loading of tables" under Options, Data Load?

Check the similar thread below:

https://community.powerbi.com/t5/Desktop/ERROR-WHEN-REFRESHING-DATA-DUE-TO-MERGE/m-p/384249

Best Regards,
Kelly

Did I answer your question? Mark my post as a solution!

[wpf_]

@v-kelly-msft 

Yes i tried that.  If I need to get data by first doing a search in one table first via the summarize function in a measure, then using the result of that to get data from a second table.  Would it be faster if I do it like this or would it be faster to join these two tables and only load it to memory once?  BUt i noticed when joining columns from two seperate tables, it takes time to do the join i suppose?