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I am working with Salesforce data, here is what I am trying to accomplish:
I want to create a column that triggers 'TRUE' if an opportunity is created by someone with a user role of 'Business Development', but I don't want the value to change if that person moves to a different team and their role is updated to something else. Is this possible in Power BI?
Solved! Go to Solution.
@Anonymous , we can copy data from one table to another, but the problem is it will always be recalculated on load. There is DAX append technique, But I doubt that can be used here
https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-data-to-it-using-incremental-refresh/
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/
you have to build a scd in power bi using this for user and role
@Anonymous , we can copy data from one table to another, but the problem is it will always be recalculated on load. There is DAX append technique, But I doubt that can be used here
https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-data-to-it-using-incremental-refresh/
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/
you have to build a scd in power bi using this for user and role
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