Using the file modified by power query as a source of information for the next month

[SamiaSouissi]

Hello, 

I'm working on building a report to track a Key Performance Indicator (KPI).

Among the source files for this graph is a historical file containing all data dating back to 2016. Each month on this file, I need to add a data row that will be considered for the following month. For this month, I imported the historical file containing data up to February 2024 and made transformations to incorporate the new data row (from other files extracted from SAP).

The constraint is that for the next month, I want my source historical file to include the March row, meaning when I update my graph, I want March to remain in the history and April to be added. My question is, is this possible given that the source historical file only contains info up to February? Do I need to manually add the row to the source file since it wouldn't be advantageous to use Power BI in this case, as my goal is to automate the creation of this graph? 

Thank you 

[lbendlin · Accepted solution]

Using self reference on a semantic model is asking for trouble big time, and should be avoided as much as possible.

Store your historical snaphots further upstream.