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Index Data Upload |
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Category or case definition
The category or case from which index data should be uploaded.
Table name:
The name that will be given to the table in Power BI.
All fields will be listed in the table. Select the fields that should be uploaded.
Functions can be applied to date fields, as well as fields with numeric content like integer or money. For example, for money fields, it is possible to choose sum.
By default, all records are uploaded. If the category or case contains a date field, this can be selected and used to only upload records that fall within the period chosen (by default this is the last year).
Refresh schedule
How often the data should be uploaded and when it should start each day.
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Modifying a category by deleting a field that was selected as part of an index data upload will cause the data set to not function properly. |
