Incremental Refresh for Power BI Pro Licenses!

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  • เผยแพร่เมื่อ 22 ก.ค. 2024
  • Learn about the latest feature to move from Power BI Premium to Power BI Pro licenses, Incremental Refresh! This allows you to refresh only a portion of the data that has changed, based on date fields.
    VIDEO CHAPTERS 🎥
    0:00 - Start of Video
    0:12 - Content Intro
    0:46 - Start of Demo
    1:45 - Incremental Refresh Window
    2:00 - Creating Parameters
    3:21 - Adding Parameter Filters
    4:16 - Applying Query Changes
    5:54 - Summary Review
    Important Links:
    docs.microsoft.com/en-us/powe...
    docs.microsoft.com/en-us/powe...
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ความคิดเห็น • 32

  • @mbitravel
    @mbitravel 4 ปีที่แล้ว +1

    You have described this concept in very effective manner. I needed exactly this to know.

  • @IonTBall
    @IonTBall 4 ปีที่แล้ว

    Well done video. I made a quick attempt at trying to get this to work by guessing, but now I see there are a few things that are not so hard, but not so obvious. Thanks for make this video and doing it well.

  • @biswajeetnag01
    @biswajeetnag01 4 ปีที่แล้ว

    Very well explained. thank you

  • @AzureDataEngineeringPodcast
    @AzureDataEngineeringPodcast 4 ปีที่แล้ว

    Nice Video, clyster clear

  • @Alex-ol4bv
    @Alex-ol4bv 4 ปีที่แล้ว

    great info, thanks a lot.
    Will this also work with more complex queries instead of a single table? Lets say I use Power Query to JOIN and UNION multiple tables from the same source (in my case, MS SQL server), always making sure that query folding stays enabled. So my dataset only consists of this one big query. Can I apply incremental refresh for something like that also?
    Thank you!

  • @poornimabharath8783
    @poornimabharath8783 4 ปีที่แล้ว

    Crystal clear!

  • @muhammadtanveerislam5998
    @muhammadtanveerislam5998 4 ปีที่แล้ว

    toggle button of incremental refresh does not work in my power bi desktop. why?

  • @NirRobinson
    @NirRobinson 4 ปีที่แล้ว

    10x very clear and informative tutorial

  • @mariaanasbludovice6859
    @mariaanasbludovice6859 3 ปีที่แล้ว

    Super useful! Thank you :)
    I couldn't do it though... I still have the warning about the parameters after I created them..

    • @HavensConsulting
      @HavensConsulting  3 ปีที่แล้ว +1

      Hmm, tested again today and it was working. Did you use the right upper/lower case, names, and data type for the parameters?

    • @mariaanasbludovice6859
      @mariaanasbludovice6859 3 ปีที่แล้ว

      It was the date/time! I had date only.. Thank you :)

    • @HavensConsulting
      @HavensConsulting  3 ปีที่แล้ว

      @@mariaanasbludovice6859 perfect, glad to help!

  • @Vpatel169
    @Vpatel169 3 ปีที่แล้ว

    Hi, Thank you for describing it very well. I have one question. My data feed is coming from Dynamics and I have created Dataflow on cloud service. However my refreshes are 1h long. Could I do the same process on the data flow? (i have Pro license)

    • @HavensConsulting
      @HavensConsulting  3 ปีที่แล้ว

      Potentially, I'm not positive if Dynamics is a foldable data source. But incremental refresh is available for data flows. Documentation for creating incremental refresh can be found here. docs.microsoft.com/en-us/power-query/dataflows/incremental-refresh

  • @fionamercy2989
    @fionamercy2989 2 ปีที่แล้ว

    Great video as usual! Question, do I have to public pbix file to power bi service prior to this incremental setup ?

    • @HavensConsulting
      @HavensConsulting  2 ปีที่แล้ว

      Hi Fiona, could you elaborate on what you mean "to public a PBIX file"?

  • @juanlauroaguirre5646
    @juanlauroaguirre5646 3 ปีที่แล้ว

    Hello, great video, however I have a question how to apply this to my particular case: I have a transaction table with NO date field on it, I get to know the date for each transaction, by linking it to a global payments table via SaleID. Probably the solution is merging both tables so the date gets "inherited" to the transaction table, yes, but I wonder the performance repercussions (and query folding issue) if we are talking about 7+ Million records in the transaction database. Any suggestions? thanks!!!

    • @HavensConsulting
      @HavensConsulting  3 ปีที่แล้ว

      What data source is this being kept in? SQL generates created on, modified on datetime columns in their table, and could be used. I think most DB's have some type of system datetime column

  • @jrazafindrabe5229
    @jrazafindrabe5229 4 ปีที่แล้ว +1

    Hello Haven Consulting. If I have many Tables from One "Data Source" in the Query, Do I need to apply the incremental Refresh for Each Table or to the "Data Source" Only. Thanks.

    • @HavensConsulting
      @HavensConsulting  4 ปีที่แล้ว +1

      Hi there, great question! The biggest factor is if query folding is still happening. If after the merges query folding is still happening, then you can apply the incremental refresh to the final query.

  • @haroldhuamanipalomino8738
    @haroldhuamanipalomino8738 2 ปีที่แล้ว

    excellent video, I speak to you from Peru
    a question
    when I want to perform the incremental load I
    it appears that it is only for premium license

    • @HavensConsulting
      @HavensConsulting  2 ปีที่แล้ว

      Incremental refresh is available for pro and above 🙂

    • @HavensConsulting
      @HavensConsulting  2 ปีที่แล้ว

      docs.microsoft.com/en-us/power-bi/connect-data/incremental-refresh-overview

  • @alisahib8593
    @alisahib8593 3 ปีที่แล้ว

    Very informative video.
    Can you please make a video on " how to handle deletion in incremental refresh on power bi".
    I know in TH-cam have some videos on it but I like your way of teaching please create a video on it ASAP.
    I will be very thankful to you.
    God bless you
    Regards.

    • @HavensConsulting
      @HavensConsulting  3 ปีที่แล้ว

      Could you elaborate a bit when you say "deletion"? What rows of data are needing to be deleted?

    • @alisahib8593
      @alisahib8593 3 ปีที่แล้ว

      @@HavensConsulting As you know when we applied incremental refresh on report and then publish report on power bi service. First time this full time report refresh. For example I have applied in incremental refresh show/store "Last 5 Years data" and refresh only "last 1 day" data.
      When first time fu report refresh on power bi service. It store last 5 year data and never refresh them again its refresh only last 1 day data.
      Now, the problem begins here if I want to delete some records from last 5 years data that power bi service never be refresh again.
      How to resolve this issue how to delete those records?

  • @jomzrpg6312
    @jomzrpg6312 3 ปีที่แล้ว

    Great Video! I', running into an issue and I hope you could help. I already have incremental refresh running on my table and its based on the last modified date, i have updated an older row and when I refreshed manually in the service, I noticed that it created a new row instead of refreshing the old data. The historical data could go back as far as 20 years and they have the probability to get updated anytime.
    I store rows based on the last 20 years and refresh rows based on the last 1 day only. I don't want to be refreshing back years ago as it beats the purpose of making the refreshes fasteer through incremental refresh.

    • @HavensConsulting
      @HavensConsulting  3 ปีที่แล้ว

      For that specific scenario I've not encountered it before, so I don't know of an immediate solution to it, without needing to spend a detailed amount of time reviewing the data and the issue.

    • @norpriest521
      @norpriest521 3 ปีที่แล้ว

      @@HavensConsulting
      hi
      Would like to ask.
      This incremental refresh means that, according to your video, the first 30 days data (no matter how many rows there are) will get deleted once the new 30 days data is detected and will then be appended?
      Am I right?
      I try to understand in my own easy way like the first top rows will be deleted, and then the new data will append at the bottom of the table. And it will go on and on and on like this?
      Is that another way to understand it?

    • @HavensConsulting
      @HavensConsulting  3 ปีที่แล้ว +1

      @@norpriest521 basically yes. It deletes, then re-imports whatever date range you specify. If you specify 30 days. Then upon refresh it determines which rows fall in that date range, deletes them, then appends (adds) to that table a refreshed query of that date range from the source.