My previous two requests for help were a bit broad and I have since done a bit more learning, so, time to have another crack at this archiving feature.
With Analyse in Excel, I can create an excel workbook which is connected to my Power BI dataset and pull out rows and columns that I want in an xlsx format. This could almost be instrumental for the end users of my report.
Unfortunately my end goal is a raw csv of the results sitting on Sharepoint and of course the stamped version history associated with it. Instead, what I have is an xlsx with a live connection to the dataset. I do not want the users to have access to the dataset as it is today, I want them to get a static, unconnected table which is updated once a month.
Power Automate appears to be the remedy to issues like this most of the time, except it apparently can only touch regular excel tables, not pivot tables, which is what Analyse in excel produces. I was hoping there would be some way to have the live-connected pivot table spreadsheet from Analyse in Excel set up, and then somehow snapshot that worksheet (as one might do with ctrl+A, ctrl+alt+v, paste values) down to a raw csv, and overwrite that once a month. I haven't found a way to do this.
I feel like I have googled every combination of words under the sun to try and find a solution to this via Power Automate, Power BI Service features, excel, et cetera. No luck.
Has anyone successfully had a csv stored on sharepoint, with Power BI service report results updating once a month via Automate or otherwise?
Not a Power BI Premium user.
