Forum Discussion
Refresh data from import query by keeping old data and add new date of refresh
Hello, I have a question. I want to import the results of a query (from SQL Server) every month. However, I want to keep the old results and add the data of the query that is going to be execute...
mahoneypat
Microsoft Employee
Microsoft EmployeeThree potential ways to consider below. Note that Power BI doesn't inherently provide ways to take data snapshots.
1. Use the incremental refresh feature of Power BI , so you have all the data. You can add a calculated column to define data periods for comparison if needed.
2. Since it is SQL Server, you could set up a flow in Power Automate with a Power Query step to get data on a defined schedule and save the files (as CSV probably) to SharePoint/OneDrive. You can then use those files as your Power BI source.
3. Similar to #2, set up a paginated report and subcribe to the CSV version of it at a defined frequency, use a flow to save it on SharePoint/OneDrive and use those files as the source.
#1 is the cleanest/best if possible.
Pat