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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Import data storage

Hello,    I am trying to find a way to imported data to an appended data so that when the import refreshes, the appended table keeps growing.    For example,  there are two data tables, totalDat...
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metrica's avatar
metrica
Post Prodigy
1 month ago

Hi Anonymous 

 

Power BI Import refresh is not designed to work as append-only storage. On a full refresh, the imported table is reloaded from the source, so old Salesforce rows will not be kept automatically.

 

If you need daily history, I would use one of these patterns:

  1. Store daily Salesforce extracts in a database, lakehouse, warehouse, or another append-capable storage layer.

  2. Use incremental refresh only if your Salesforce query has a stable DateTime field and can be filtered by date.

  3. If possible, use Salesforce Objects instead of Salesforce Reports and rebuild the logic in Power BI.

The 2,000-row issue comes from the Salesforce Reports path. If you keep using Salesforce Reports, daily appending can become a fragile workaround.

 

Another option is Power BI Connector for Salesforce by Metrica Software: https://appexchange.salesforce.com/appxListingDetail?listingId=31526f0e-abd8-4cb5-bd1a-3bd56b5c0577

 

It lets you prepare Salesforce data sources, select objects and fields, apply filters, preview the output, and use SOQL mode when needed. This can help avoid splitting Salesforce reports into manual daily exports.

 

Docs and support:
https://metricasoftware.com/docs/salesforce/
https://metricasoftware.com/docs/salesforce/contact-support/

 

Cheers,
Metrica Team