Importing new data and Comparing import versus import of a data set

[neorobert]

Scenario:

• I have an extract of a sales pipeline with [Opportunity IDs] at various [Reporting Stages] (eg. pipeline, won, client withdrew, etc)
• I want to compare the report over report change of some fields for each [Opportunity ID]
  • e.g. I would like to compare the change of [Reporting Stage]
• My data will have mostly duplicate data compared to the prior report, with some new [Opportunity IDs]

Questions:

• What is best practice to manage old versus new data sets?
  • Do I append new data at the end of the old data in the same table?
  • My data extract doesn't have a report identifyer. How do I identify old versus new data? Just manually add a column and date of extract?
    • Is there a way to import new data, have it appended to an existing table, and have a custom column add an identifyer for all the new rows?
• Can someone provide a sample measure for comparing week over week change of [Reporting Stage] for a given [Opportunity ID] ?

[v-juanli-msft · Accepted solution]

Hi @neorobert 

1.

If your "new data" only add some new data to the old data on data source side(that is to say "new data" table cantains old data and new data), just click on refresh button on Power bi.

If not, please explain for me.

If you have many files including old files and new files, please load a folder into Power BI.

https://insightsoftware.com/blog/power-bi-load-data-from-folder/

2. you can add a "index column" in EDit queries->Add column

3. please share an example of you data and columns which needs to use in measures.

Before you share any examples, you could check the general methods regarding this kind topic.

https://blog.enterprisedna.co/calculate-previous-weeks-sales-advanced-dax-in-power-bi/

https://www.youtube.com/watch?v=jclWnA7pEvY

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.