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Month-end Dataflow Refresh Process
There's no way to do what you're wanting while keeping the existing IR policy.
Once the accounting period closes, I'm assuming those "closed" records no longer change.
I would look at splitting the Dataflow into two, one for closed and one for current. You can then have separate IR policies on each and just combine the Dataflows in your model.
Hi Anonymous ,
Thanks for KNP corrections to my answers. Here is my correction, for those who wish to change to run incremental refreshes only for the last month, you need to make a change to the incremental refresh period, such as keeping only one month's worth of data and refreshing the latest ten days of data. An incremental refresh is essentially partitioning the data and then refreshing it according to the partition, so if you change the refresh logic then the first time will be a full refresh, but after that it will refresh as you need it to. For example, last month's data is approved on the 12th calendar day of the month. You could set the incremental range to one month and run the refresh schedule on the 12th day of the month and select the Only refresh complete periods option. The system would then refresh January's data (the most recent complete monthly period) on February 12.
Using incremental refresh with dataflows - Power Query | Microsoft Learn
Best regards,
Albert He
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