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kthorp's avatar
kthorp
New Member
5 years ago

Query Table Creation

Hello,

 

I am very new to Power BI data modeling, so please be kind.

 

I am trying to create a data model with a query/table that represents a unique list of accounts.  Everytime an account is changed, a history record is created as is a new record with the update(s).  The records are also associated with a date.  The 'current' records are sent to us daily and have today's date associated, while the history records retain the date the hisory record was create.  During a fiscal year, accounts will fall off the 'current' file and be placed on a history file, so I can't simply use the 'current' file for my report.  I need to be able to select a date range for the account I want to use and not get duplicates.  I should also mention that I then need to match this data back up with other information that goes along with the account like credit rating, limit totals, account holder, etc.