Forum Discussion
Incremental Refresh
From what I understand, you only need to set your parameters once. Upon refresh it will look at the period settings you entered when creating your Incremental Refresh.
I usually set my RangeEnd a year or two in advance (ie. 1/1/2023). I think I will need to adjust these at that time.
But at this point, there are articles and youtube videos that will probably provide a much more clearer explanation than I could. Two examples:
https://docs.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-overview
https://www.sqlshack.com/an-overview-of-power-bi-incremental-refresh/
Allow me to kick in a couple of thoughts here that may simplify things.
In Power Query, you have the ability to uncheck "Include in Report Refresh". Right click on your "Historical Sales" table and you will find this option.
The only table that needs to be refreshed is your "December 2021" file. I would give it a name such as Current File. Since it is only a month's worth of records, it shouldn't be too onerous to load.
Then, in Power Query merge Historical with Current. This new table is now "All Sales" or something to that effect.
Again, just wanted to throw out another option - hopefully not confusing the issue.
Best Regards,
Yes. I have done that for when I am refreshing from the desktop but ultimately I want to set it to auto-refresh and from what I have read unchecking "Include in Report Refresh" only works for the desktop version.
Unless I am wrong about that?
I believe you are right with respect to the Incremental Refresh.
The way I handled the Date/Time issue in Power Query was to "Duplicate" my Date Column, format it as Date/Time (this will add the time 12:00:00). I called this "DateForIncr.Ref" and applied the Parameter filters to this column. This will leave your original Date column intact for your Visuals.
Hoping this tip helps.
I will try that for now. Thank you! Although after changing it to Date/Time format I am running into a new error stating "Unable to confirm if the M query can be folded. It is not recommended to use incremental refresh with non-foldable queries"
