Optimizing PowerBI Performance: Importing Select Data from a Large Workbook

[tazeo]

So I have a workbook that has 5 worksheets I want to use, but those sheets are huge and have data going back many years. This makes the queries, reports and dashboards in PowerBI cumbersome.

Q1: Is there a way to get PowerBI to only import the last two years from a certain date?

I say "certain" as the WorkBook creator has set up the book so that it includes future dates out to a year.

Workbook gets updated every month.

Q2: Is this even worth trying to do to make my life easier?

 

[DWRgt2885]

Hey! You can configure Power Query to import only the last two years of data from a certain date. Here's how you can do it:

1. In Power Query, select the worksheet that contains the data you want to import.
2. Click on the "Transform data" button to open the Power Query Editor.
3. Select the date column you want to filter.
4. Click on the "Add Column" tab and select "Custom Column".
5. In the formula bar, enter the following formula:
   

   = Date.Year([DateColumn]) >= Date.Year(Date.From(DateTime.LocalNow())) - 2

   
   

Let me know!

 

[tazeo]

Perfect.