How to save the dataset once a week?

[AliceW]

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

[v-yuta-msft · Accepted solution]

@AliceW,

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

[AliceW]

Thank you, Jimmy. This was most helpful. Perhaps Power BI will one day expand to this.