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Hi ladies and gents,
Quick question for all the knowledgeable minds out there: is there a way to automatically preserve a dataset from a given day?
In brief:
I have a Salesforce Objects dataset. This dataset refreshes, well, everytime somebody clicks on the Refresh button. Which is cool, because real-time data is a good thing.
However, I'd like to be able save the refresh from, let's say, today at 9AM, label it as such, then save the refresh from tomorrow at 9 AM and label it as such.
Finally, it would be brilliant if I could see that today at 9 AM I had 12 Opportunities won, and that tomorrow I had 14.
Possible solution:
Just manually download the dataset in an Excel and create a column with the date/time. And repeat. And repeat.
But I wonder if there is a better way out there (without some heavy database programming).
Thanks for reading,
Alice
Solved! Go to Solution.
I'm afraid power bi is tool for us to present and analysis data. You may do this in the database. Suppose you are using SQL Server, you can write a trigger and Stored Precedure to export data to excel in scheduled time. You can refer to this blog: https://solutioncenter.apexsql.com/how-to-import-and-export-sql-server-data-to-an-excel-file/.
Regards,
Jimmy Tao
I'm afraid power bi is tool for us to present and analysis data. You may do this in the database. Suppose you are using SQL Server, you can write a trigger and Stored Precedure to export data to excel in scheduled time. You can refer to this blog: https://solutioncenter.apexsql.com/how-to-import-and-export-sql-server-data-to-an-excel-file/.
Regards,
Jimmy Tao
Thank you, Jimmy. This was most helpful. Perhaps Power BI will one day expand to this.
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