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How to manage data restatements?


I receive data on a quarterly basis that goes back in time 12 months. There are changes or restatements made to the old data. Simply put, I get 9 months of restated data plus a new quarter of data. 

So for example, I currently have data from Q1 2020 – Q1 2024. I just received a data drop which includes new data for Q2 2024 but it also contains restated data for Q3 2023 – Q1 2024. 

How can I best handle refreshing my power BI report? Right now I would filter out the most recent 3 quarters from my query and then append it with the new data drop. I am worried about harming performance and am wondering if I can go about this in a better way, especially as I will have to repeat this process every quarter. Any advice is much appreciated. 

 

 



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