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.
