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All,
I'm working on a report for my Finance department, and I wanted to know if there is a way I can get historical data from using the PBI connector? When I import the data by using "Get Data" it only imports data based on the current day of import. How do I get the historical data, say, from the beginning of the year or any time prior to that? Is it possible just using the PBI connector or will I have to use another method?
Hi, generally, you will get all the data, instead it will be a bit troublesome to get only the data of the day.
For example,
Select the environment, company, and data you need to connect.
For example, if you choose generalLedgerEntries, you will get the data of all posting dates by default.
Hope this helps.
Thanks.
ZHU
The General ledger entries, and chat of accounts are the two tables i would use.
The you can put a filter on date in PBI and have full flexibility.
I'm not sure what you mean by what kind of data flow, just the standard one I guess in the Power BI service. I'm using BC Online. Customer lives off of trial balance data and has requested that, but I'll look at general ledger and see if that might offer a better picture of the data.
What kind of dataflow are you using?
Are you using BC online or on prem?
You should really use the general ledger entries as the source for these kind of reports unless you have a more customized accumulation to use.
My data source is Business Central, specifically the trialBalances page(s) for each environment, and I'm using a data flow to pull that data. However, when I pull the data, it only filters for today's date. I'm wanting to pull last years data and all data current to today, if that makes sense.
Depending on what you use as your data source in your PBI report you should really get all data from BC.
What have you selected as your source?
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