Refresh data from import query by keeping old data and add new date of refresh

[Anonymous]

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 executed.

When importing, I want to add the extraction date in a column. Because I will need this value to make comparisons.

Is this possible with Power BI?

Thank you,

Nath

[mahoneypat]

Three 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