How to track data changed through timeline?

[devzpowell]

For example,

I have an file_A.xlsx containing category, value and date columns. The data is published in PBI report for the month M.

For the month M+1, new data comes but user corrected a "value" for one of the "category" for the last month M. In this case, If I refresh the PBI report, I will have udpated data for the months M, M+1 but I will loose the "value" for the "category" from the month M before correction.

What is the best approach to fulfill the need.

My idea so far,

while refreshing PBI, appending the data to table B with the timestamp of refresh in calculated column.

[v-qiuyu-msft · Accepted solution]

Hi @devzpowell,

From your description, you want to keep the old record about that "value" for the "category" from the month M before correction when you refresh the data, right?

Personally, I would suggest you deal on data source side. In file_A.xlsx, duplicate a worksheet of the month M, then open another connection from Power BI desktop to get data from this new worksheet.

Also you can try the method suggested by BhaveshPatel  and Steve_Wheeler : Save old and append updated data into an additional table.

Best Regards,
Qiuyun Yu