Month End Snapshot

[Anonymous]

Hi,

I'm a relatively new power BI user and I'm trying to create month end snapshot of total inventory value.

The table that I'm taking current totals from is a database table that updates dynamically, however at the end of each month I want to take a snapshot of the total inventory value from this table and keep it so I can create a visualisation of actual total inventory versus target month on month Is there anyone who can provide some advice on how I might do this? Unfortunately due to confiedntiality I'm not able to share the data that I am using.

[mahoneypat · Accepted solution]

You can do this with Python or R; however, a more straight forward approach to consider is to make a simple paginated report, make your desired table in it, publish it, and subscribe to it with monthly frequency (as a csv file).  You can then have a Power Automate Flow trigger off that email and save the file to SharePoint/OneDrive.

Pat

[FrankAT]

Hi @Anonymous ,

Power BI Desktop does not originally contain mechanisms for storing intermediate results automatically. Maybe something can be done with Python here. Unfortunately I don't know Python.

A Shnapshot with DAX-Studio can be performed and saved manually.

With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
FrankAT (Proud to be a Datanaut)

[Anonymous]

Hi FrankAT,

Ah I thought that might be the case based on the research I'd done. I'll see if I can put together a python script that will solve the problem, I'll have to learn that too now, although that's a good thing 🙂

Thanks for your help 🙂