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campelliann's avatar
campelliann
Post Patron
3 years ago

Saving Budget History - Data Flow or Excel File?

Hi there,  At my company we work a lot with excel files. I have to report finantial information, and now we will have a budget for 2023 excel file. which will need separate ETL as the budget files...
Need Help
Idrissshatila's avatar
Idrissshatila
Super User
3 years ago

Hello,

You can't perform incremental refresh when the data source is excel, since Incremental refresh is designed for data sources that support query folding and  Queries that rely solely on unstructured data sources or that don't have a compute engine, such as CSV or Excel files, don't have query folding capabilities. 

Refer: https://learn.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-overview

Refer: https://learn.microsoft.com/en-us/power-query/query-folding-examples

 

If I answered your question, please mark my post as solution, Appreciate your Kudos👍

 

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campelliann's avatar
campelliann
Post Patron
3 years ago

Hi there, you have a video of Leonardo Karpinski on YT showing with excel. You need to have data split by several files, and the incremental refresh is on the files. You cannot do incremental refresh within an excel tble that is correct.