incremental refresh - how to set this up

[MasterSonic]

Hello,

as you see on screenshot I have few excel files from Sharepoint.
I've created function, added Invoke Custom Function step, so all files in the folder can be opened together.

My question is, if I would change names on Source.Name into date format.
Could something be done so that Power Bi do not open all files, but let's say all with a dates within 60 days back ?

[ppm1 · Accepted solution]

Yes. If you extract the date value from each filename, you can convert that to a date column that could be used either to filter to only keep the last 60 days, or (as your post title says) set up incremental refresh using it.  Please see this video that walks through how to do the later (but would also show how to do the former).

https://www.youtube.com/watch?v=IVMdg16yBKE

Pat

[MasterSonic]

Thank You, great tutorial