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    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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