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Small and medium business | Business Central, N...
Answered

Power BI Incremental Refresh

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Posted on by 3,083

Hi All

WIth BC SaaS, can Power BI be set up to refresh incrementally based on record medication date/time? How do people manage refreshing large data sets, as it would take a long time to refresh all entries?

Thanks

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    90,017 Super User 2025 Season 2 on at
    RE: Power BI Incremental Refresh

    Hi, Sorry I'm not an expert in Power BI, I haven't tested it.
    But I hope the following content can help you.

    Incremental refresh and real-time data for datasets

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

    Thanks.

    ZHU

  • Verified answer
    Steven Renders Profile Picture
    5,608 Moderator on at
    RE: Power BI Incremental Refresh

    Before implementing incremental refresh I suggest to look at which APIs you are using. When using a Query API, you can aggregate data by implementing group-by, to match the granularity of your Power BI report(s). This reduces the size of the dataset. Next you can and should implement filters in Power BI, to not import what you don't need. So, remove all rows you don't need (aggregate, filter) and remove all columns you don't need.

    Most out of the box APIs are page APIs and don't have any aggregation or filtering. Create and use custom Query APIs.

    Then you can implement incremental refresh, for example using Dataflows:

    Using incremental refresh with dataflows - Power Query | Microsoft Learn

    Be aware this requires a Premium PBI license.

    Many times I see Power BI reports importing ledger entries, without aggregating, without filters,... Then the data gets displayed in tables/matrixes, charts all grouped by certain fields. In those cases, you should import the data grouped (aggregated). This can reduce millions of rows to thousands of rows...

  • Suggested answer
    pankaj.k Profile Picture
    976 on at
    RE: Power BI Incremental Refresh

    Hi Samantha,

    Please check the below link that will help you..

    https://www.encorebusiness.com/blog/power-bi-with-dynamics-365-business-central-video/

    https://www.encorebusiness.com/blog/power-platform-dynamics-365-business-central/

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