Faster SharePoint folder consolidation using Incremental Refresh (see warning in the notes)

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Faster SharePoint folder consolidation using Incremental Refresh (see warning in the notes)

Рет қаралды 8,442

Access Analytic

Күн бұрын

Пікірлер: 60

@AccessAnalytic 3 ай бұрын

⚡⚡ Enabling incremental refresh means you will not be able to download the file from the service, so keep hold of that PBI desktop copy ⚡⚡ Always take a look at the description for these sorts of updates

@zzota 3 ай бұрын

This is just what I need. I thought Incremental Refresh was only applicable to SQL datasets, so this is brilliant. Thanks Wyn 🙂

@AccessAnalytic 3 ай бұрын

Same here… wish I’d known sooner 😀

@mkcorrea 3 ай бұрын

Pretty nice! Some really big data we can also segment by generating files with that segmentation and naming it for filtering when consolidating from the SharePoint folder. That will enable solving a demand I have at my company. Thank you so much!👏🏻👏🏻👏🏻

@AccessAnalytic 3 ай бұрын

You’re welcome

@data-made-simple 3 ай бұрын

Great timing - I’m up to 30 mins refresh time on one setup and been putting off looking into incremental refreshes. Explained clearly and simply as usual. Thanks for your videos- it’s really helped using SharePoint folders as quick non code approach over alternatives.

@data-made-simple 3 ай бұрын

What about refreshing back dated files - eg an updated sales file from 2022? Assume there’s a choice between incremental refresh and full refresh?

@AccessAnalytic 3 ай бұрын

You're welcome - glad it helps

@AccessAnalytic 3 ай бұрын

@@data-made-simple - good question. Simplest approach is to do a refresh in the desktop file and re-publish.

@AccessAnalytic 3 ай бұрын

If you have Premium you can get fancy with XMLA endpoints and just refresh particular partitions (apparently 😀)

@data-made-simple 3 ай бұрын

Ah ok got it. Thanks!

@jawadahmadehssan6251 3 ай бұрын

I went from 6 min to 8 seconds. Thank you. Can we set up a something similar for data flows?

@AccessAnalytic 3 ай бұрын

Yes, but needs PPU or P1 ( or F64 I think ). 10:56 shows brief pop up of where to click to enable for dataflow.

@SergiyVakshul 3 ай бұрын

Wyn, I’d like to add that if a file name points to the future date, then this file won’t be processed during the refresh time. Another important point is what is considered to be the current date. I mean that the specified time zone for the scheduled refresh can shift your date one day, which may impact the result (the docs cover this aspect).

@AccessAnalytic 3 ай бұрын

Good points. Thank you 🙏🏼

@gopichand5717 3 ай бұрын

As usual great video😊

@AccessAnalytic 3 ай бұрын

Thank you

@marupbi 2 ай бұрын

Amazing Job🔝

@AccessAnalytic 2 ай бұрын

Cheers

@samirvaghasiya9918 3 ай бұрын

Thanks :)) Very informative

@AccessAnalytic 3 ай бұрын

You’re welcome.

@JorgePerez-bu4ph 3 ай бұрын

Great video as always. I got confused about something: The "RangeEnd" parameter... Am I supposed to change it manually for the next update or will it automatically update to the last date found in my data files? How does it work? I want to understand if this RangeEnd parameter is something I have to maintain, or if once the incremental refresh is set I can forget about it? Thanks!

@AccessAnalytic 3 ай бұрын

Set and forget. It gets overridden by the date of refresh each time.

@JorgePerez-bu4ph 3 ай бұрын

@@AccessAnalytic Does it matter at what step the "DateRange" filter is applied? I did it immediately after the source step, after that I have multiple steps adding and removing columns and applying some other data-cleaning transformations. It did not work. I received a bunch of new files during the weekend, all stored on the same SharePoint folder. I followed your instructions the latest files were not added after today's refresh. Changed the RangeEnd manually and it worked. I'm importing data from PDF files and using the file creation date as my date column. What could possibly be wrong?

@AccessAnalytic 3 ай бұрын

@JorgePerez-bu4ph - I don’t think it matters. As long as the column is date time type. This is new to me so I don’t have too many experiences to help here sorry.

@AshishSingh-tw2vd 3 ай бұрын

Great content sir ❤ The only problem which i am facing whith this is the dates . It would have been much better if you could have just explained the purpose and roles of all three dates(one which is parametrized, archive data starting and incrementally refresh date) as well.

@AccessAnalytic 3 ай бұрын

Thanks. Not too sure what you mean sorry.

@suheilsamara7955 Ай бұрын

This is Brilliant! Issue is that my file names do not include indication for the date thus the options I have is either to use the date created or date modified columns. What are the concerns in such approach ? I rather think that using the date modified in safer than file name because if I rely on the file name while the content is modified for any reason, such changes won't be picked by the incremental refresh. Agree!

@AccessAnalytic Ай бұрын

Potentially a file can be opened at any point and the modified date may change ( especially if opened online ). Just safer / more deliberate using file name date.

@mjb4365 3 ай бұрын

Is this also available for Excel PQ, or just Power BI?

@AccessAnalytic 3 ай бұрын

Just power bi sadly.

@okmr7706 3 ай бұрын

Hi Wyn, I have 2 qutestions: 1. What happens if current time is beyond RangeEnd? Should I adjust the value of RangeEnd to a future DateTime? 2. I guess this is only work for "consolidateing Excel files" on SharePoint Folder NOT for importing individul Excle file by Web? Thank you Wyn, great video again!

@AccessAnalytic 3 ай бұрын

This is only for consolidating files. You can’t forward look range end. What sort of scenario do you have in mind where a future dated file is added on a regular basis?

@aigbekennethomorodion4026 3 ай бұрын

Does incremental refresh now work on data sources that don’t support query folding? Just curious or maybe I have missed something in any new Microsoft updates.

@AccessAnalytic 3 ай бұрын

I think this non query folding technique is limited to SharePoint and Azure Blob storage (maybe there's other storage locations too )

@zorankrekic3006 3 ай бұрын

Simple and nice when I have new file, what to do when new data are append on last file, and is possible incremental refresh set into dataflow

@AccessAnalytic 3 ай бұрын

If you set the incremental refresh period to be a couple of months then any updates to files falling in that time period will be pulled in. Dataflows does have incremental refresh but requires premium / PPU

@woliveiras 3 ай бұрын

Amazing video. Thank you. Incremental refresh in PowerBI is crazy. How Microsoft can make something simple becomes a hard thing. To me it is not clear what is the best parameter to choose if I wanna add just the current day in my dataset. And why I would update the entire last month(for example) if this is an incremental refresh. I already added it in my previous update. Do you understand my point?

@AccessAnalytic 3 ай бұрын

Yes it’s taken me a while to understand. So if you’re not concerned about previous days data ever needing to be updated choose daily (1 day) for incremental refresh window. ( maybe consider 2or 3 days in case some error is spotted ) Then for historic storage you could do annual or monthly - doesn’t really make much difference.

@kiasca3489 2 ай бұрын

Thanks really helpful, is it possible to do it on power query excel, so it doesn't load again the data when refreshing power pivot?

@AccessAnalytic 2 ай бұрын

Sadly no

@StephenBrincat 9 күн бұрын

Excellent, one question would datetime like 20/08/2024 00:00:00 work? I mean time will be always midnight.

@AccessAnalytic 8 күн бұрын

Yep don't see why not

@LukasMissias 2 ай бұрын

Excellent video! Is it possible to apply to Sharepoint lists?

@AccessAnalytic 2 ай бұрын

Thanks. I don’t know sorry.

@LukasMissias 2 ай бұрын

@@AccessAnalytic Obrigado pela atenção 😀

@munawarhussain1400 2 ай бұрын

I have completed the setup. However when I publish a file with increamental refresh and then I goto schedule refresh it show error in refresh. Error is "column Debit is not available" although column is available in dataset and there is no error in BI Desktop . However when I turn off increamental refresh then publishit again, then there is no such error. Any Idea how I can solve this?

@AccessAnalytic 2 ай бұрын

That’s a new one to me, not heard of that before sorry.

@shidubravinarunasalam1995 Ай бұрын

Hi is this option available in Power BI Desktop-On Premise, i couldn't find this option while right clicking on the table, i have done this following steps, what you have done, but the option is not available in Power BI Desktop-On Premise, but if i open in Power Bi Desktop Cloud i can do this process, but again during uploading the huge file to cloud not possible, since i have Power BI Pro License, any other suggestion from your side?

@AccessAnalytic Ай бұрын

I’m not familiar with power bi desktop for report server ( I assume that’s what you mean by on-prem ). I know it’s limited in functionality compared to standard desktop

@shidubravinarunasalam1995 Ай бұрын

@@AccessAnalytic Yes i mean Power BI Report Server.

@iiiiii-w8h 3 ай бұрын

please can you show us this for dstaflows? I'm pretty sure I have a PPU licence assigned by my company but I've never used any of it's capabilities

@AccessAnalytic 3 ай бұрын

I briefly show where you have to click at 10:56 in the screenshot that appears. Same process, but requires PPU or premium capacity as you say you may have ( workspace settings assign to PPU )