Incremental Refresh
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Incremental Refresh

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Article summary

  • Identify the data set that has changed, such as Actual for the current period and prior period.

  • Only the changed data will be cleared and refreshed.

  • Add any new chart-of-account members to your model as part of your steps, such as adding new accounts. System defined dimensions like Scenario and Time would require different steps.

  • If you have QTD or YTD measures in your model, make sure you run a formula to get the expected results at the quarter level and year level after the Aggregation step.


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