How to load Incremental data into Power BI as table with daily snapshot

[Abhilash_P]

Hello Everyone,
I have below columns in my table
- Account Number

- Balance

- Date

I receive data from the source on a daily basis. If there is a change in the data for a specific account number, only the updated data is received from the source.

My requirement is to load this data into Power BI in such a way that if the data for a specific account number has changed, the updated data should be loaded. If there is no change, the data from the previous day should be retained, but with the current date.
Expected outcome table in Power bi should be as below

Kindly do the needull

[Deku · Accepted solution]

You can do this with incremental refresh in Power BI, if you setup a policy with a single active day. You will need to bootstrap so that you don't refresh the archive partitions on the first refresh.

I would advise you to setup a ETL process and store this data instead because if you ever need to update the table's schema or need to full process it, you will lose all the history.

[Abhilash_P]

Hi @Deku ,
Currently we are doing it in backend using ETL was just wanted to know if we can do it in PBI - any possible solutions or approcaches

Thanks

[pankajnamekar25]

Hello @Abhilash_P 

You can explore this 

Configure incremental refresh for Power BI semantic models - Power BI | Microsoft Learn

Configuring Incremental Refresh in Power BI

Thanks,
 Pankaj Namekar | LinkedIn

If this solution helps, please accept it and give a kudos (Like), it would be greatly appreciated.