Forum Discussion
Storing and using information from a dynamic data source using PBI desktop.
Hello,
This is something that I've worked in for a couple of months, and have been successfully using it for 3 months, and now would like to share with the community. If you want to know where this comes from, please visit this post.
Now I'm going to explain the whole process, as detailed as possible.
1) Connect Power BI to a data source.
For this example, I’m going to connect to a web page that publishes information regarding IBEX 35
After that, we will create a column: Refreshment date = now ()
*For users that use regional settings different to English ones, I recommend to disable time intelligence, under Options, Data Load.
2) Prepare the system to use the script.
I use a Virtual Machine for this, but it can be done from any pc that meets the requirements.
First, you will need to install Power Shell’s Package Manager. https://www.microsoft.com/en-us/download/details.aspx?id=51451
*Edited: It seems this is not necessary in windows 10.
Second, run PowerShell as an admin, and follow these steps. (from https://stackoverflow.com/questions/29828756/the-term-install-module-is-not-recognized-as-the-name-of-a-cmdlet)
Third, download and install SQL_AS_AMO.msi and SQL_AS_ADOMD.msi from https://www.microsoft.com/download/details.aspx?id=52676
Now, you are ready to edit the script.
3) Edit the script.
You can download it from my onedrive. Instructions are placed inside the script.
4) Use the task scheduler.
Since we don’t want to run the script manually every day (weekends included), let´s program that task!
Download this file first, then open the task scheduler.
Then, select where you want to store the task, and import it.
I have it set to 10 PM every day, you can change it. Then go to actions, and update the file path to the PowerShell script.
After that, just to check everything is working fine, I’d run the task, just in case…
5) Add the stored information to the data model.
Now we can go back to power bi. At this point, I prefer to make a copy of the pbix file, with a different name, so that the one that is being used for the script is as simple as it can be.
First, get data from a folder, should be the folder with your table(s) name, inside the “daily” folder created on your desktop.
Then, click on Edit, Combine & Edit.
We check that everything is in order…
Now we have two tables, one with the information from the dynamic feed, and one from the info that we have stored. Now we need to rename the (2) table, and the columns.
I recommend doing it from the Query Editor.
6) Appending Queries
Now is time to put all the info together, and for that we will “Append Queries as new”.
From the query editor, Append queries as new.
Now we have everything in one table, I recommend changing the appends name, and hiding the other two tables in the report view.
After that, we will create a column: Data's Date = IF (ISBLANK (FinalData [Refreshment date]); now (); FinalData [Refreshment date])
That way, we will be able to know when that data was stored.
In my case, since I need to use the “live” data and the historical one, I use another column to separate it:
Historical Data = "Data from " & DATEDIFF (FinalData [Data's Date (Text)]; NOW (); DAY) & " Day(s) ago"
In case you need to establish relationships between tables, by using this script to store historical data, you will no longer have unique ids to stablish relationships in some cases, what I do to solve that issue, is to add the date to the ids.
xxxID = table1[_xxxid_value] & FORMAT(Table1[Data's Date];"MM/DD/YYYY")
If you are using power bi desktop, you don’t need to do anything else, but if you want to publish it to pbi online, you will need to set up a data gateway.
I hope you’ve enjoyed this long guide, in case you have any doubts, questions, or would like to add something, please feel free to send me an email to [email protected]
I would also like to give my special thanks to Jorge Diaz, for his guidance and support whilst developing this, without him, this would have probably ended as a “happy idea”, and to Imke, from thebiccountant.com, for pointing us the right direction.
46 Replies
- cs_skitResolver IV
this is GREAT thanks for sharing
Did this historic auditing stuff with SQLserver in the past but this is especially nice for all those strange datasources that PBI can access to quickly activate this. Have to be careful though how big your data is with this stuff (else Warehouse territory) but for smaller stuff or when carefully selecting this is great.
- SalvadorResponsive Resident
Thanks ^^
In my case, had to do this to be able to properly track KPI's from Dynamics CRM, been using this for 6 tables, 107 days, 800mb of data stored, it takes a couple of minutes to refresh the data :D
- ClaraAdvocate II
Hey everyone!
I've contacted Salvador via email and he has sent me an updated link for the scripts on steps 3 and 4: here's the link to the folder - AnonymousNot applicable
Hi Salavador,
I'm stuck with the PowerShell script. It executes up to this line:
$model.RequestRefresh("Full")
And then it shows me this error:
Trying to refresh Power BI now
You cannot call a method on a null-valued expression.
Script finished with errors at 09-09-2020_07_14_25
Closing the connection
You cannot call a method on a null-valued expression.
Can you point me to the right direction?
- AnonymousNot applicable
I am getting the exact same error...... Anybody a solution to this?
- ImkeFCommunity Champion
Hi Salvador,
that's pretty awseome!
Thanks for taking the time for such a neat write-up of the steps - can't wait to try this out!
Cheers, Imke
- AnonymousNot applicable
Hi Team
What happened if you got massive amount of data, stored like 1g or more? Will this process apply the same or will it need some external data source to support it? Also when scheduling for time using power shell. the script will automatically run until it stop executing schedule job? I want to know as i need to implement it if it is possible, on my case i want to know if can retrieve all the reports between 1-3 months and onwards as CVS with data of per specific months. I am worried about the amount of data that this script will executing and performance it may likely to show and it might be slow. Please advice me and provide along support if this stragety can be applied to my situation.
- AnonymousNot applicable
Fantastic -- Really nice solution! Thanks for sharing!
- NicoleHechtFrequent Visitor
Dear colleague,
Many thanks for detailed post about storing and using information from a dynamic data source. I try to do the same in a little proof of concept at our firm.
I'm struggling with running the script from PowerShell.
The log file stops with this message:
*****************************************
Trying to refresh Power BI now
Connecting to PBI using ADOMD.NET
Quering datasource localhost:61731 for database 4363995e-1009-4db5-9a93-5663e9b889e8
Der Typ [Microsoft.AnalysisServices.AdomdClient.AdomdConnection] kann nicht gefunden werden. Stellen Sie sicher, dass die Assembly, die diesen Typ enthält, geladen wird.******************************************
I checked with the IT department and I have the rights to access the localhost.
I also verified that these file is available on my pc:
[System.Reflection.Assembly]::LoadFile("C:\Program Files (x86)\Microsoft SQL Server\130\SDK\Assemblies\Microsoft.AnalysisServices.tabular.DLL")
Does anyone have a hint where I could look further to solve this problem?
Many thanks,
Nicole
- SalvadorResponsive Resident
Solved by reinstalling SQL_AS_AMO.msi and SQL_AS_ADOMD.msi
- AnonymousNot applicable
I can not download your script. Could you please advise?
- AaronTFrequent Visitor
+1 for no script availabe. Please re-uplaod at your convenience. Thank you!
- SalvadorResponsive Resident
Hi,
Just tried the link, and downloaded without issues :(
I'll paste the code here anyways ^^################################################################################################################# # PBI_Exporter.ps1 # # # # This script exports selected data tables from Power BI and generates csv files that can be reimported in # # Power BI in order to generate historic daily and monthly data. The script also generates a log file of all # # exports and notifies execution status via email. # # # # Authors: Jorge Díaz # # Salvador Gomez [email protected] # # # # Credits: # # Based on https://github.com/djouallah/PowerBI_Desktop_ETL by Mimoune Djouallah https://datamonkeysite.com/ # # # # Notes: # # 1.Edit custom variables to adapt the script to your context # # 2.Avoid using paths and PBI table names with spaces since this will cause errors in the script # # # # # ################################################################################################################# ################## CUSTOM VARIABLES ################## # Array of PBI tables you want to export $TABLES = "Livedata" # the Path your pbix file $template = "C:\Users\sgomez\Desktop\IBEX.pbix" # The root path where subdirectories will be created for CSV files to export $path = “C:\Users\sgomez\Desktop\” # The Path to PowerBI Desktop executable $PBIDesktop = "C:\Program Files\Microsoft Power BI Desktop\bin\PBIDesktop.exe" # The time Needed in Seconds for PowerBI Desktop to launch and open the pbix file, 60 seconds by default, you may increase it for really big files $waitoPBD = 60 ################## HELPER FUNCTIONS ################## #Log function Function log_message ($log_message) { $log = "$($path)\PBI_Exporter_log.txt" Write-Host $log_message Add-Content $log $log_message } #Calculate script duration #Thanks to Russ Gillespie https://community.spiceworks.com/topic/436406-time-difference-in-powershell Function calculate_duration ($date_1, $date_2) { $TimeDiff = New-TimeSpan $date_1 $date_2 if ($TimeDiff.Seconds -lt 0) { $Hrs = ($TimeDiff.Hours) + 23 $Mins = ($TimeDiff.Minutes) + 59 $Secs = ($TimeDiff.Seconds) + 59 } else { $Hrs = $TimeDiff.Hours $Mins = $TimeDiff.Minutes $Secs = $TimeDiff.Seconds } $difference = '{0:00} hours {1:00} minutes and {2:00} seconds' -f $Hrs,$Mins,$Secs return $difference } #This function is used to remove from the exported CSV files extra lines and double quotes inside Power BI text fields which may cause problems when later reimporting the CSV file into Power BI Function Remove_unwantedChars ($csv_file) { $csv_input = [System.IO.File]::ReadAllText($csv_file) # Replace all double quotes $csv_output = $csv_input -replace "`"","~DOUBLE~QUOTE~" # Restore double quotes only for csv separators (",") $csv_output = $csv_output -replace "~DOUBLE~QUOTE~,~DOUBLE~QUOTE~","`",`"" # Replace all double double quotes with single quote # Note: export_csv escapes a " with "" $csv_output = $csv_output -replace "~DOUBLE~QUOTE~~DOUBLE~QUOTE~","`'" # Restore double quotes at end of line (both "rn and "r and "n) $csv_output = $csv_output -replace "~DOUBLE~QUOTE~`r`n","`"`r`n" $csv_output = $csv_output -replace "~DOUBLE~QUOTE~`r","`"`r" $csv_output = $csv_output -replace "~DOUBLE~QUOTE~`n","`"`n" # Restore at the start of new line (both rn" and r" and n") $csv_output = $csv_output -replace "`r`n~DOUBLE~QUOTE~","`r`n`"" $csv_output = $csv_output -replace "`r~DOUBLE~QUOTE~","`r`"" $csv_output = $csv_output -replace "`n~DOUBLE~QUOTE~","`n`"" # Restore the first double quote in the file (the very first character) $csv_output = $csv_output -replace "^~DOUBLE~QUOTE~", "`"" # Replace any other double quotes by single quotes (this are line double quotes originally inside Power BI text fields) #$csv_output = $csv_output -replace "~DOUBLE~QUOTE~","`'" #The above is commented because actually if there is any other double quote it should be an error because export_csv escapes " with "" (Check for this situation and raise an exception if needed) if ($csv_output -like '*~DOUBLE~QUOTE~*') { throw "Unexpected double quotes found in file $($csv_file), original file is saved unmodified." } # Replace all line ends (both for rn and r and n) $csv_output = $csv_output -replace "`r`n","~LINE~END~" $csv_output = $csv_output -replace "`r","~LINE~END~" $csv_output = $csv_output -replace "`n","~LINE~END~" # Replace line ends finishing with "," with bars (this are extra lines originally inside Power BI text fields) $csv_output = $csv_output -replace "`",`"~LINE~END~","`",`" | " # Restore other line ends associated to a double quote separator (this are the real csv line ends) $csv_output = $csv_output -replace "`"~LINE~END~","`"`r`n" # Replace all other line ends with bars (this are extra lines originally inside Power BI text fields) $csv_output = $csv_output -replace "~LINE~END~"," | " #Overwrite the modifications onto the original file Write-Output $csv_output > $csv_file } ################## MAIN SCRIPT ################## Try{ $status ="with undetermined status" $executionDate = get-date -f yyyy-MM-dd_HH_mm_ss $executionDate_raw = get-date $isFirstDayOfMonth = (get-date -f dd) -eq "01" $isLastDayOfMonth = ((get-date).AddDays(1)).Month -ne (get-date).Month #Make directory if needed md -Force $($path) | Out-Null log_message "***********************************************" log_message "Executing PBI_Exporter.ps1 at $($executionDate)" log_message "Launching Power BI" $app = START-PROCESS $PBIDesktop $template -PassThru log_message "Waiting $($waitoPBD) seconds for PBI to launch" Start-Sleep -s $waitoPBD log_message "Assuming PBI is launched and ready now" # get the server name and the port name of PowerBI desktop SSAS , thanks for Imke http://www.thebiccountant.com/2016/04/09/hackpowerbi/#more-1147 $pathtofile = (Get-ChildItem -Path c:\users -Filter msmdsrv.port.txt -Recurse -ErrorAction SilentlyContinue -Force | sort LastWriteTime | select -last 1).FullName $port = gc $pathtofile $port = $port -replace '\D','' $dataSource = "localhost:$port" $pathtoDataBase_Name = $pathtofile -replace 'msmdsrv.port.txt','' $Database_Name = Get-ChildItem -Path $pathtoDataBase_Name -Filter *.db.xml -Recurse -ErrorAction SilentlyContinue -Force $Database_Name = $Database_Name.ToString().Split(".") | select -First 1 # Connect using AMO thanks for stackexchange :) log_message "Connecting to PBI using AMO" [System.Reflection.Assembly]::LoadFile("C:\Program Files (x86)\Microsoft SQL Server\130\SDK\Assemblies\Microsoft.AnalysisServices.tabular.DLL") ("Microsoft.AnalysisServices") >$NULL $server = New-Object Microsoft.AnalysisServices.tabular.Server $server.connect($dataSource) $database = $server.Databases.Item($Database_Name) #Refreshing Bower BI (thanks to Marco russo http://www.sqlbi.com/articles/using-process-add-in-tabular-models/) log_message "Trying to refresh Power BI now" $model = $database.Model $model.RequestRefresh("Full") $model.SaveChanges() $server.disconnect($dataSource) # Connect using ADOMD.NET log_message "Connecting to PBI using ADOMD.NET" [System.Reflection.Assembly]::LoadWithPartialName("Microsoft.AnalysisServices.AdomdClient") # Create the first connection object log_message "Quering datasource $($dataSource) for database $($Database_Name)" $con = new-object Microsoft.AnalysisServices.AdomdClient.AdomdConnection $con.ConnectionString = "Datasource=$dataSource; Initial Catalog=$Database_Name;timeout=0; connect timeout =0" $con.Open() foreach ($element in $TABLES) { # Create a command and send a query to get the data, the dax/mdx query is defined at the top $command = $con.CreateCommand() $command.CommandText = "evaluate $($element)" #$Reader = $Comand.ExecutedataReader() $adapter = New-Object -TypeName Microsoft.AnalysisServices.AdomdClient.AdomdDataAdapter $command $dataset = New-Object -TypeName System.Data.DataSet $adapter.Fill($dataset) ######## Daily export ######## #make sure the directory exists (with -Force it won't complain if it already exists) md -Force "$($path)Daily\$($element)\" | Out-Null $filename = "$($path)Daily\$($element)\$($element)_$($executionDate).csv" log_message "Exporting to file $($filename)" $dataset.Tables[0] | export-csv "$($filename)" -notypeinformation -Encoding UTF8 log_message "Removing unwanted chars from $($filename)" Remove_unwantedChars $filename ######## Beginning of month export ######## If ($isFirstDayOfMonth) { md -Force "$($path)MonthStart\$($element)\" | Out-Null $filename = "$($path)MonthStart\$($element)\$($element)_$($executionDate).csv" log_message "Exporting to file $($filename)" $dataset.Tables[0] | export-csv "$($filename)" -notypeinformation -Encoding UTF8 log_message "Removing unwanted chars from ($filename)" Remove_unwantedChars $filename } ######## End of month export ######## If ($isLastDayOfMonth) { md -Force "$($path)MonthEnd\$($element)\" | Out-Null $filename = "$($path)MonthEnd\$($element)\$($element)_$($executionDate).csv" log_message "Exporting to file $($filename)" $dataset.Tables[0] | export-csv "$($filename)" -notypeinformation -Encoding UTF8 log_message "Removing unwanted chars from $($filename)" Remove_unwantedChars $filename } } $status ="successfuly" } Catch { $status ="with errors" #Error $e = $_.Exception $ErrorMessage = $e.Message while ($e.InnerException) { $e = $e.InnerException $ErrorMessage += "`n" + $e.Message } log_message ($ErrorMessage) } Finally { try { $finishDate = get-date -f MM-dd-yyyy_HH_mm_ss $finishDate_raw = get-date $elapsed_time = calculate_duration $executionDate_raw $finishDate_raw log_message "Script finished $($status) at $($finishDate)" #We don't know where the error happened so just in case we try to clean-up the connection and process in a Finally section log_message "Closing the connection" $con.Close() log_message "Stopping Power BI" Stop-Process $app.Id #Now report back the error through email # switch ($status) # { # "successfuly" { # send_email "Successful PBI_Exporter execution" @" #<p><span style="color:green;"><strong>Successful</strong></span> execution of PBI_Exporter.ps1 at <strong>$($executionDate)</strong> finished after a total elapsed time of $($elapsed_time)</p> #"@ # } # "with errors" { # send_email "Error in PBI_Exporter execution" @" #<p><span style="color:red;"><strong>An error </strong></span>occurred when executing PBI_Exporter.ps1 at <strong>$($executionDate)</strong>:</p> #<p style="color:red;">$($ErrorMessage)</p> #"@ # } # default { # send_email "Undetermined PBI_Exporter execution" @" #<p><span style="color:red;"><strong>Undertermined</strong></span> execution status of PBI_Exporter.ps1 at <strong>$($executionDate)</strong></p> #"@ # } # } } catch { #Error $e = $_.Exception $ErrorMessage = $e.Message while ($e.InnerException) { $e = $e.InnerException $ErrorMessage += "`n" + $e.Message } log_message ($ErrorMessage) } }
- AnonymousNot applicable
Hello,
Thank you so much for the post. This is really helpful. I am trying to create an inventory table, so I can have history data (It will replace everything on my inventory table on the database). I was following your steps and I could not get the script. It says it no longer exists.
I would really appreciate if you could re-upload or gave us scripts that need. Thank you so much.
- aruan_assisRegular Visitor
Excelente Salvador! Se puder compartilhar o link, ajudará muito!
Em tempo, gostaria de versionar um Conjunto de Dados (na verdade seria um Fluxo de Dados), exportando para Excel a ser armazenado no próprio Sharepoint.
- cosmincPost Partisan
Hi Salvador
i found your tutorial and i need to use to store data from a weather website
i'm stucked when i have to set powershell, can you help me please with some printscreens or explain how to do each step?
i don't know nor to see what version is
thanks a lot!
Cosmin
- SalvadorResponsive Resident
Hello Cosminc,
Could you confirm if you are stuck with the steps described on https://stackoverflow.com/questions/29828756/the-term-install-module-is-not-recognized-as-the-name-of-a-cmdlet ?
Regards,
Salva.
- cosmincPost Partisan
Hi Salva
a friend helped me with powershell. All works fine now, i very appreciate your effort, it helps me a lot!
Now i have a chalenge to export automatically in an email as a picture or attachement - excel, pdf, ppt. It is the next step in my project after storing data, to develop reports and also some email alerts for me that all works ok or not.
Any suggestion will help me.
Thanks,
Cosmin