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Zack92's avatar
Zack92
Icon for Helper III rankHelper III
1 year ago
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Need Advice on Incremental Refresh!

Hello, I need some advice on using Incremental Refresh and just want to make sure my plan will work. I have a small dataset that I want to snapshot either daily or ideally weekly. If I use the Incre...
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  • Bibiano_Geraldo's avatar
    Bibiano_Geraldo
    1 year ago

    Hi,

    FIrst of all dont forget to change type of your date column to date, and yes, your plan will work if you:

    1. Create a SnapshotDate field to use as your date marker.
    2. Set up incremental refresh  based on this field.
    3. Publish to the Power BI Service and set up a regular refresh schedule.

    This setup will ensure that Power BI retains historical data snapshots based on the date you specify and only refreshes recent data as per your configured policy.

     

    You can learn how to configure incremental refresh by the link: Configure incremental refresh and real-time data 

Bibiano_Geraldo's avatar
Bibiano_Geraldo
Icon for Super User rankSuper User
1 year ago

Hi,

FIrst of all dont forget to change type of your date column to date, and yes, your plan will work if you:

  1. Create a SnapshotDate field to use as your date marker.
  2. Set up incremental refresh  based on this field.
  3. Publish to the Power BI Service and set up a regular refresh schedule.

This setup will ensure that Power BI retains historical data snapshots based on the date you specify and only refreshes recent data as per your configured policy.

 

You can learn how to configure incremental refresh by the link: Configure incremental refresh and real-time data