Situation:
- Source data needs to be upserted into a destination table.
- Prefer to use only Power Bi/ Power Platform SaaS tools
- Prefer to avoid using Azure services
- Prefer wysiwyg tools
- I can pull the data from the source system using the existing text/csv connector.
- I expect that I will need to use one or two dataflows and I am comfortable with recurring schedules. If two dataflows are needed, I hope the second one will run automatically after the first one is done.
- I am building this in a brand new account/environment
- I am fine if this is done using the new datamart features
Problem:
- I am inexperienced with how the Power Platform tolls are "meant" to be used
- I would expect that I need to pull the data into a table, then run a dataflow that reads from the source table and destination table, then does the upsert and finally writes back into the destination table. I can't figure out how to do this.
- I don't know what licenses/permissions I need to make sure I have all the necessary tools. I am fine paying for the MSFT services necessary to make this possible
Goals
- Produce the "most simple" approach to get this upsert working within Power BI/Power Platform
- Prefer to use minimal license costs... simplicity takes priority.
- I need to understand what licenses/tools/permissions are needed
- Power BI Premium? Power Platform Premium? Dataverse? Azure data lake?(seems this is where dataflows save data when set as Analytics type), ect.
How can I configure Power BI/Power platform to solve this upsert use-case?
I greatly appriciate help and guidence on the approach, tools, and steps needed to make this work as simply as possible.
