Question

How do I revert from using refresh policies with an EffectiveDate to using the current date in Tabular Editor 3?
In Tabular Editor 3, I have implemented refresh policies that rely on an EffectiveDate, but I now need to revert to using the current date instead. What are the steps to modify or remove EffectiveDate-based refresh logic while ensuring data remains up-to-date? How can I adjust the model's calculation logic, update partitions, or manage refresh settings without breaking existing dependencies?

Answer 1

To revert from using EffectiveDate to the current date in Tabular Editor 3, follow these steps:

1. Modify Calculation Logic – Update DAX expressions to replace EffectiveDate with TODAY() or NOW().
2. Adjust Partition Queries – Remove references to EffectiveDate in M Query (Power Query) or SQL partitions and use dynamic date logic instead.
3. Update Refresh Policies – In Model > Table Properties > Refresh Policy, disable or modify policies that depend on EffectiveDate, ensuring incremental refresh works correctly.

Best Practices

 Validate changes with a test refresh to prevent data issues.
 Check for dependencies in measures, calculated columns, and RLS roles.
Monitor performance impact after switching to dynamic date logic.