Forum Discussion
Lock the Values in a column after report refresh
Hi Claire_ ,
Unfortunately, Power BI does not have a feature equivalent to Excel's 'Paste Values' that would allow for completely static values in a column following a data refresh. However, there are some approaches you might consider to work around this issue:
1.You can create a calculated table that captures the snapshot of your data at a point in time using DAX. This table will not change until you update the DAX expression itself. For example, you can use the CALCULATETABLE & KEEPFILTERS to keep the original data.
2.If your report is not refreshing too frequently, you could potentially duplicate the relevant data into a new table using Power Query before the refresh and then use that table in your reports. However, keep in mind that this duplicate table would need to be manually updated or replaced with each refresh to maintain its 'static' nature.
KEEPFILTERS function (DAX) - DAX | Microsoft Learn
CALCULATETABLE function (DAX) - DAX | Microsoft LearnBest regards
Albert He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly
Hi lbendlin thank you so much for the offer of support. I was getting stuck trying to take the figures from my master table (Grouped Departmental Summary) to create a static table with the % Days lost for that month. I was using PowerQuery Editor to do this and I think this is where I was going wrong. lbendlin pointed out it should be a calculated table and after I applied the below DAX, this seems to have worked.
Snapshot = SELECTCOLUMNS(
CALCULATETABLE(
'Grouped Departmental Summary',
KEEPFILTERS('Grouped Departmental Summary')
),
"Department", 'Grouped Departmental Summary'[Grouped Department],
"% Days Lost", 'Grouped Departmental Summary'[Grouped % Days Lost],
"Month&Year", 'Grouped Departmental Summary'[Month&Year]
)
I just need to figure out how to build a year to date picture with each of these months