It is always a good idea to stay on top of your data!!! If you update data older than 4 months, you will not see the changes until the following Monday. (It refreshes Sunday overnight.) If your data is older than 13 months, it may not be worth updating. The changes will not show up until the second day of the next month.
Steps in the screenshots correspond to the numbers in the headings.
1. Go to app.powerbi.com or click on the Power BI logo from your App Waffle.
1.1. Enter your credentials if required.
2. Click on the Pancakes under the App Waffle.
3. Click on Workspaces and find your Site Group Workspace (your site's number and name.)
4. There are two ways to get to the files: Option 1 is to Click on the 3 dots next to your Site Group Workspace and choose Files from the drop down menu.
5. A second option to get to the Files folder is: Once you're on your site's workspace, click on the three dots under your User Icon in the Upper Right Corner and choose Files.
6. Click on the Metrics folder to open.
7. Select the file named DW.Tables.Last.3.Months.To.Present.xlsm.
- Ensure that the file was modified "Yesterday (late evening)"
- The file should be "Modified by pbiservice"
If the file is out of date, please reach out to [email protected] to get the data refreshed.
8. Right Click on the file name and choose Download.
If you Open in Excel Online vs. the desktop version, the Macros do not work properly.
9. Enable the Workbook and the Content.
10. Macros are now enabled for the workbook.
11. Three months worth of transactional data from 3.0 is stored in the spreadsheet tabs.
Sort, filter, and combine as necessary to get to the information you need.
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