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Anonymous's avatar
Anonymous
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2 years ago
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Limiting the data returned in a PBI query

My PBI report is accessing an oracle database that has large amounts of data. I want to limit the amount that is imported into the PBI by the date being  = > then 2020. I'm not sure where I should perform the query to filter the data prior to 2020? Can someone make a suggestion.

 

Thanks 

  • It is best to have your date and time as separate fields, so I would separate that, then make sure the date field is set to the data type of date. Once that is done, you can click on that field and go into your filter options: 

    You can set it to be after 12/31/2019 or whatever works best for you (perhaps you have to keep the last 4 full years of data and data from this year so you could do something like this: 

     

3 Replies

  • Hi! Does your table that you are trying to import have a date field? You would limit the rows in Power Query using the date field and filtering.

    • Anonymous's avatar
      Anonymous
      Not applicable

      This is how I'm currently filtering the data by the date but I'm not sure if this is the most effective way? 

       

       

      • audreygerred's avatar
        audreygerred
        Icon for Super User rankSuper User

        It is best to have your date and time as separate fields, so I would separate that, then make sure the date field is set to the data type of date. Once that is done, you can click on that field and go into your filter options: 

        You can set it to be after 12/31/2019 or whatever works best for you (perhaps you have to keep the last 4 full years of data and data from this year so you could do something like this: