include in report refresh - understanding

[gvlado]

Dear Community
I have few queries: Data 2022, Data 2023, Data 2024
This data are in SharePoint separated subfolders (Data 2022 then Data 2023 then Data 2024)
Then I combine it as append all 3 (Data 2022, Data 2023, Data 2024) as Data AIO
Problem is:
I dont want / need to refresh every day data for the year 2022 and 2023 dana. Except first time.
If I disable „Include in report refresh“ there is no effect in power BI Service even it is written in Microsoft documentation
https://learn.microsoft.com/en-us/power-bi/connect-data/refresh-include-in-report-refresh#excluding-...

How to do it?

I am not understanding something or ???

[gvlado · Accepted solution]

I found solution
The problem is if we want to disable "include in report refresh" then we have to use "union" in DAX not append in Power query. It is because if we use Append then there is depedant query and include in report refresh doesn't  work. 

[Anonymous]

Hi @gvlado ,

Is this issue solved now? If you have any questions, please feel free to share with us.

And don't forget to accept the answers if they helped. Your action would be helpful to other users who encounter the same issue and read this thread. 🙂

Thanks for your understanding. 

Best regard,

Lucy Chen

[Ajithkumar_P_05]

Import 2022 and 2023 data locally into Power BI as static tables (disable refresh) then Set up incremental refresh for 2024 data in Power BI Service to handle daily updates efficiently.

[gvlado]

It doesnt work - that is why I am asking for help

[pallavi_r]

Hi @gvlado ,

We can achieve this by configuring incremental refresh. For that, you don't have to separately pull data 1, 2, 3 query. All together you can pull the data and setup incremental refresh for last 1 week, Month, Quarter or Year as per your requirement. Please check the link below.

https://learn.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-configure

Please let me know if you have further queries on it. Happy to help out. 

Appreciate a kudo if my post has helped you in anyway.🙂

Thanks,

Pallavi

[gvlado]

My files are in diferent folders on SharePoint. Not in one folder or SQL or some other easy folding (nice and easy for incremental refresh). Do you have kind of example for a solution "not to load already loaded data from SharePoint folders?

[pallavi_r]

Hi @gvlado 

As @Ajithkumar_P_05  has mentioned, I would also suggest the same approach.

Thanks,

Pallavi