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Anonymous
Not applicable

is it possible to storage historical data without returning the result of query

Hi all,

 

I have a dataset on excel.

This excel returns only current month data. Something as below.

DateDimKpi
05.2020  A1
05.2020  V5
05.2020  B4
05.2020  S2
05.2020  C3

 

It returns this month's data for as long as we're in it. Next month it will return only 06.2020 data.

In this case i don't want to lose 05.2020 data. I want to storage it on PowerBI i don't have any datawarehouse layer.

Is it possible and how ?

7 REPLIES 7
amitchandak
Super User
Super User

@Anonymous , refer if this can help

https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/

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Hello, this solution is very good to compare one month with another, for example, but if you wanted to have a higher history, I understand that you should create a query for each month. That's right? If the answer is yes, would there be a possibility to automate this?

Thanks a lot!

Anonymous
Not applicable

not enough for this situation, i need dynamic version of this, but it might be help for other situations.
Thanks. 

mahoneypat
Microsoft Employee
Microsoft Employee

Power BI doesn't have the periodic data snapshot functionality you describe. However, if you are refreshing it monthly and don't want to save it manually to an archive, you can use Power Automate to create it for you. For example when file is modified/saved/refreshed, your Flow could write archive file for that month if it doesn't exist already. Your Power BI report could then combine your archive files. 

Regards

Pat





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AllisonKennedy
Super User
Super User

Where is the Excel data coming from? Is it entered manually or pulling from elsewhere? Ultimately you will want to look at setting up a storage location for this data. There are a few options in 365 for storing data and writing it to different locations that Power BI can then use as data source (SharePoint list, another Excel file, CDS, etc).

 

Has this post solved your problem? Please mark it as a solution so that others can find it quickly and to let the community know your problem has been solved. 

 

If you found this post helpful, please give Kudos.

I work as a trainer and consultant for Microsoft 365, specialising in Power BI and Power Query. 

https://sites.google.com/site/allisonkennedycv


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
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Anonymous
Not applicable

Hi @AllisonKennedy 
Actually i just said excel to give example. Datasource is not important for me in this case. It might be excel, SQL, BW or web.

I would like to know if Power Bi is capable of doing such a thing without the need for any tools or workaround.

Power BI is mainly focussed on the reporting side of things, so short answer is NO, it doesn't have the functionality to act as a data storage or warehouse. As @mahoneypat suggested, look at using Power Automate/Flow to store the data in SharePoint or OneDrive for Business or CDS, then pull into Power BI from there. 


Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

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