Monthly Data Refresh - Overlay Data

[Nick555]

Greetings.

I have a monthly process that needs to add the new rolling dataset every month. This process also involves keeping historical data frozen within the data set. Currently the process is:

1. The Historical File is updated 1 time per year. This data is the “frozen” data.
2. The monthly file is updated, on a rolling basis, and loaded into the system each month.
3. As I import the monthly data I then append the Historical data to it into a table called Main.

My issue is, how do I overlay completely the existing monthly data table? Currently it is just adding the new data to the existing table. This is providing wildly inflated counts.

Any ideas?

Thanks

[amitchandak]

@Nick555 , Refer if DAX append method can help

https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-...
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/

[Nick555]

Thanks Amitchandak. It wasn't quite what I needed, however, after reading it and kicking it around with a friend of mine we cobbled something together that might actually work.

[v-easonf-msft]

Hi,  @Nick555 

Could you please tell me whether your problem has been solved?

Best Regards,
Community Support Team _ Eason

[Nick555]

It didn't solve the issue at hand. It did lead me down another line of thinking with some other folks that may possibly lead to a solution.

Thx