Advance your Data & AI career with 50 days of live learning, dataviz contests, hands-on challenges, study groups & certifications and more!
Get registeredJoin us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM. Register now.
 
					
				
		
Hi all,
I am currently trying to proccess some raw data into our budget.
I have refined it down as far as i can and as far as i need however as new data gets added i need to replace the old.
The movements are a PO can be APPR from there it will move to CLOSE or CANC. However it wil have a new status date when this status changes from APPR. I need to keep the original status date as this is the months budget this will be coming from, but update the status to CLOSE/CANC. From here if the status is CANC i will filter it out of results.
I have attached a photo for reference.
Is this possible through Power Query?
Everytime you refresh a query, all "existing" data will be overwritten by the new data, unless you use the incremental refresh feature in Power BI Premium.
If you have that or found a way to feed in your historical data as well with the new refresh, you can then group on PO and add a conditional column that checks for existing statuses within the group and adds the fields to filter by.
Imke Feldmann (The BIccountant)
If you liked my solution, please give it a thumbs up. And if I did answer your question, please mark this post as a solution. Thanks!
How to integrate M-code into your solution -- How to get your questions answered quickly -- How to provide sample data  -- Check out more PBI- learning resources here -- Performance Tipps for M-queries
 
					
				
				
			
		
Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!
Check out the October 2025 Power BI update to learn about new features.
