Periodically store indicator values

[Anonymous]

Hello!

I am in this scenario:
I have data tables concerning a set of projects, coming from different databases. The data always refer to the current value: for example, the value of the "actual cost" is the progressive value at the time when the data reading is performed. So the data of the sources are not divided by date, but always refer to the current time.
Thanks to the report I can calculate the values ​​of several lead indicators. But, like the source data, these indicators always refer to the current moment.

My problem is this:
I would like the data table values ​​to be "photographed" once a month, on a specific day. I would also like to calculate the value of the indicators monthly, using the data tables of the rigth month, and obtain a report that shows the values ​​of the lead indicators month by month.
I would also like all this to be done automatically, without the need to repeat the procedures manually every month.

I am able to create the report and dynamically connect it to the data source with a data gateway. I did some tests and it works perfectly! But I do not know how to calculate indicators automatically every month.

How do you approach this problem in Power BI?

[danextian]

Hi @Anonymous

There have been other posts related to this (search for snapshot). Unfortunately, this is not currently supported in Power BI as the data that gets loaded is what is in the source. The only workaround I can think of is create a monthly snapshopt of my data or by using R (refer to this link https://community.powerbi.com/t5/Service/auto-export-of-data/m-p/127222#M19420)

[Anonymous]

Hi @danextian,

Perhaps there is a way to memorize at least the values of the indicators every month, without saving the entire data set?

Thanks for your help.

[danextian]

You may try putting a table  containing your indicators to a page and then use the export feature.  Just hide the page so it won't be visible from your users.