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matsahiro
Helper II
Helper II

Scheduled Export of Summarized Data in Visual

Hello, is it possible to systematically schedule an export of the summarized data in a visual? My goal is to compare past summarized data with current data and detect any changes on a quarterly basis. 

 

Dummy Data: 

(Date 1/1/2021) (Data model in dashboard)

ProductPrice (dollars)
Soap1
Cheese2
Water Bottle10

 

(Date 3/31/2021) (New data model in dashboard showing data changes)

ProductPricePrice Change Indicator
Soap21
Cheese31
Water Bottle100

 

If it's not possible to schedule these exports, is there another workaround to essentially take a "snapshot" of the summarized data in a visual at a specific point in time? Thank you.

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@matsahiro Well in that case I would say, schedule a job whatever time period you want, and take a snapshot, and store data in a table, and then use this snapshot table in Power BI for comparison. I don't think it is worth the effort to export data out of Power BI and then consume it back for comparison. Go back to your database and do manage this snapshot in the database.

 

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4 REPLIES 4
parry2k
Super User
Super User

@matsahiro Well in that case I would say, schedule a job whatever time period you want, and take a snapshot, and store data in a table, and then use this snapshot table in Power BI for comparison. I don't think it is worth the effort to export data out of Power BI and then consume it back for comparison. Go back to your database and do manage this snapshot in the database.

 

Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

@parry2k  great. Thank you for the help!

parry2k
Super User
Super User

@matsahiro What is your data source? The reason I asked, if it like RDBMS like SQL Server or others, better to have this done in the backend rather than doing it from Power BI.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

@parry2k My data source is SQL server management studio

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