Create Snapshot of matrix table

[Robert1981]

I have seen many questions on Snapshot. Most of them are about taking snapshots of data tables.

In my case I am looking of taking snapshots of matrix output table.

I have a large PBIX with our total Accounts Payable balance. The report has both the vendor invoices that have been approved for payment as well as those invoices that are still en route for approval. The datasets are refreshed daily and therefore the invoice status changes daily.

In one of the matrix tables I display the current position of our liabilities (Approved, Unapproved, Ready for payment).
This is a fluid dataset that is refreshed 2x a day. But I would like to take a snapshot of the position and put it in a separate table, so that I can report on the weekly change in position (basically the Dashboard snapshot but then stored in a table for reporting, not send as a picture to email).

Is there any way to do that? 

[DataNinja777]

Hi @Robert1981 ,

I suppose your ERP system has the

• Purchase requisition creation date & time information, 
• PR approval date & time information
• Once approved PR is coverted into purchase order with PO creation date & time
• When the goods/services are received, a Goods Receipt (GR) is posted with creation date & time
• The invoice is received and entered into ERP, with AP posting date & time

As your ERP has timestamp of the creation and approval dates for each of the procurement flows above, you can perform a flexible historical analysis including snapshot at any given points in time by utilizing a disconected calendar table. 

Benefits of Using a Disconnected Calendar Table

• Flexible Analysis: Allows you to perform historical analysis and create snapshots at any given point in time.
• Time Intelligence: Simplifies the creation of time-based calculations and comparisons.
• Dynamic Filtering: Enables dynamic filtering across multiple fact tables using a single calendar table.

Best regards,

[rajendraongole1]

Hi @Robert1981 -Power BI itself doesn't natively support automated snapshotting of matrix visuals directly.you need to implement a strategy for capturing the data

You can create a table something in Power BI that stores snapshots by using DAX to save historical

SnapshotTable =
UNION(
SELECTCOLUMNS(
YourCurrentMatrixTable,
"Date", TODAY(),
"Vendor", [Vendor],
"Approved", [Approved],
"Unapproved", [Unapproved],
"ReadyForPayment", [ReadyForPayment]
)
)

Hope it helps.