Forum Discussion
Question about Incremental Refresh
Here is our scenario: We have data in our CRM system. Things like sales opportunities, amount, probability of closing the deal, etc. Normally, these records are overwritten in the CRM s...
- No, that is not how incremental refresh works. Incremental refresh updates records that have changed. It is not an append, it just overwrites records that have changed since the last update. This prevents having to load the entire dataset every time. That is the purpose and function of incremental refresh.
There is no "easy" way to do what you are trying to do. You would basically have to create a new query for every refresh. You would use that query once, mark it to not refresh and then copy and paste it, use that one once, mark it to not refresh, and so on. Then you could create a single master Append query and remove duplicates most likely. As I said, no easy way that I know of...
No, that is not how incremental refresh works. Incremental refresh updates records that have changed. It is not an append, it just overwrites records that have changed since the last update. This prevents having to load the entire dataset every time. That is the purpose and function of incremental refresh.
There is no "easy" way to do what you are trying to do. You would basically have to create a new query for every refresh. You would use that query once, mark it to not refresh and then copy and paste it, use that one once, mark it to not refresh, and so on. Then you could create a single master Append query and remove duplicates most likely. As I said, no easy way that I know of...
There is no "easy" way to do what you are trying to do. You would basically have to create a new query for every refresh. You would use that query once, mark it to not refresh and then copy and paste it, use that one once, mark it to not refresh, and so on. Then you could create a single master Append query and remove duplicates most likely. As I said, no easy way that I know of...
Thank you Greg_Deckler and amitchandak Not the answer I was hoping for but appreciate the clarity.
Seems this would be a common need for businesess so perhaps the PBI team can address one day. Ideally we would have this capability built into our CRM software but we don't seem to have that.
- Anonymous - What CRM are you using?
It's called Infor. We use the a cloud version of it and I think version 10 may have snapshots available. But our current version does not seem to.