Forum Discussion
Analyze in Excel Filter
Hey mroberts_troy ,
I understand the need for having only the new data. You could have incremental refresh setup in Power BI and have the date filter in there to only export the latest data.
If you are trying to avoid the Power BI bits then I would suggest that you use Excel to connect to Power BI and then to use Power Query in Excel and put the filter by date in there. These articles can help you through the process: Excel | Microsoft Power Query About Power Query in Excel (microsoft.com)
The problem is that Excel can't Power Query directly into Power BI. The only way to get the data into Excel is using the "Analyze with Excel" and then drillthrough, which is what I'm doing now. And an incremental refresh in Power BI assumes that people will always be working on the payroll timesheet that is current or latest, but that's not the case. It may happen that we need a refresh on a file that's a week or two stale, so the incremental data would be gone by then.