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/
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"
I think it is more a Warning message rather than an error. I too get that message as well and I am using SQL tables. I don't think you will have an issue with Excel files.
I have tried studying foldable queries, but haven't been able to gain an understanding as yet.
Hope it all works out for you.
You are correct it was a warning. It let me turn it on. Wow! I can't believe I didnt see that.
I have one more question. Just to make sure I understand what the parameter is doing. The data that is between the RangeStart & RangeEnd is going to get locked into Power BI Service? Then it will only refresh the new data that is added to the files during the refresh? Or do I need to extend the RangeEnd for it refresh the new data that is being added?
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/