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RobRayborn
Helper IV
Helper IV

Power Query record add

I need to use Power Query in Power BI to retreive one row of 5 - 6 columns of daily records and store them under the date retrieved.

At the time of day that will specify, I need to collect that day's date, the Units and $ on hand at that time

On the next day at that same time I need to do the same thing, but now I need to add this row of data to the row of data from the previous day, and so on until decide to remove old data.
Transactions take place during the day, so i need a snapshot of the On Hand Units and $, and be able to track the trend over days, months, years.
How can I do this?

1 ACCEPTED SOLUTION
v-jingzhang
Community Support
Community Support

Hi @RobRayborn 

 

Power Query is not a good tool to do this job. Every time when you refresh data in Power BI, it will query data from the data source to get the new data to replace the old data in the model. It cannot make a snapshot of the historical data or store the historical data. Since your data source only has the data of the current date, Power Query can only get the data of that date. It cannot store the data retreived in previous dates in the model. 

 

You can consider storing the historical data along with the retreived date into a database or a file at a scheduled time every day. Then connect Power BI to this database/file to get all historical data and create a report for analysis. 

 

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

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1 REPLY 1
v-jingzhang
Community Support
Community Support

Hi @RobRayborn 

 

Power Query is not a good tool to do this job. Every time when you refresh data in Power BI, it will query data from the data source to get the new data to replace the old data in the model. It cannot make a snapshot of the historical data or store the historical data. Since your data source only has the data of the current date, Power Query can only get the data of that date. It cannot store the data retreived in previous dates in the model. 

 

You can consider storing the historical data along with the retreived date into a database or a file at a scheduled time every day. Then connect Power BI to this database/file to get all historical data and create a report for analysis. 

 

Best Regards,
Community Support Team _ Jing
If this post helps, please Accept it as Solution to help other members find it.

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