New data to existing data. Only keep new records/r...

PBInonpro · ‎12-12-2022

I have transactional data in the form of a financial ledger but if is only available on a monthly basis.

how do I set up Power query to where only the new data is added? If 2,500 records already exist and there are 200 new records, how can I only spend those new records?

GilbertQ · ‎12-12-2022

Hi @PBInonpro

You can use Incremental refresh to achieve this. Here are more details on how to set this up!

Incremental refresh for datasets and real-time data in Power BI - Power BI | Microsoft Learn

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PBInonpro · ‎12-15-2022

I am not sure if this answers the question.

If I have a monthly report and the report today has the same data as the report yesterday, will it only update with the new data? I ask because we add a verified column to the data, and if it is replacing the data this won't work.

if there are 7 transactions so far this month and tomorrow there are 9, i want 1-7 to remain and only append 8-9.