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manoj_0911's avatar
manoj_0911
Kudo Commander
2 months ago
Solved

Incremental Refresh - Summary View or Detail View?

Hi All,   I have two imported views in my Power BI dataset: Detail View (one row per conversation) Summary View (aggregated by date and path) Both views have an UpdateDateTime column. For...
  • Shai_Karmani's avatar
    2 months ago

    For this setup I would apply incremental refresh to the Detail View, since it is usually the larger table and rows there are more likely append-only on UpdateDateTime.

     

    The Summary View is trickier, because if late-arriving detail records can change yesterday's aggregates, a plain incremental refresh will leave those partitions stale. Either skip incremental refresh on the Summary and do a full load (often fine if it is small), or keep it on and enable "Detect data changes" pointing at a reliable max-modified column.

     

    Before you turn it on, confirm UpdateDateTime is folding all the way to the source (check Native Query in the Power Query step) and that it really represents when the row was created or changed, not just when the view ran.

     

    If the Summary can be derived from the Detail, the cleaner pattern is to incrementally refresh only the Detail and let the model handle the aggregation.

     

    If this helped, a thumbs up and accepting the solution would be appreciated.

     

    Best regards,
    Shai Karmani

     

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