Incremental refresh with Append Queries from different Sources

[iBusinessBI]

I have 2 sources for my Fact table:

- One is SQL Server (accounting system)

- Excel in Sharepoint (where we enter consolidation journal entries that are not inside the accounting system)

I combine the two sources with Append Query.

I want to enable an incremental scheduled refresh that always updates the last 3 months, while keeping all the rest data (10 Years) untouched.

How should I approach this? I guess I don't have Query Folding, since I combine SQL and Sharepoint...

What are my best options?

Thank you

[Greg_Deckler]

@iBusinessBI Well, you should be able to at least do an incremental on your SQL source query. According to this, you could also enable incremental refresh on your Excel file: Incremental refresh for datasets and real-time data in Power BI - Power BI | Microsoft Docs

[iBusinessBI]

But they are not two separate tables in the dataset.

I append them in a new query and only the AppendedFactTable is loaded to the dataset

The 2 original queries are not loaded into the model, so there is no option for me to set an incremental refresh...

[serhii_stefaniv]

Hi

Did you find the solution to your problem? I have similar