Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! It's time to submit your entry. Live now!

Reply
hdhillon
Advocate III
Advocate III

Take Monthly Snapshot of data. But only once a month

All,

 

How do I build a table that contains a snapshot of data?  Which will do it the first time I refresh data for the month.  (If there is already a snapshot there, then it wont do it again)  I have a calendar table built into my model and thats linked upto my main data table

 

Lets assume its a Hospital Cases dataset.  I would like to record a snapshot of how many cases were open in the month.  (Before they get closed off.  Some cases get closed in a few days, others can take months) 

 

 

3 REPLIES 3
hdhillon
Advocate III
Advocate III

Thanks for the response,

 

I have one field that is called status and this changes from

  • Open
  • In Progress
  • Closed

So if the status changes the field gets overwritten.  This is why I want to take a snapshot each month and then compare how many were Open and Closed each month in a year for example

bcdobbs
Community Champion
Community Champion

Do you have an open date and a closed date column?



Ben Dobbs

LinkedIn | Twitter | Blog

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!
bcdobbs
Community Champion
Community Champion

There's no direct way of doing it.

 

Tweaking the pattern as suggested in https://whatthefact.bi/power-bi/power-bi-datamart/persisting-temporary-accessible-data-via-power-bi-...

could be an option.

 

Alternatives are persisting it in a separate sql database or data lake.

 

Is there a reason you need to snapshot the data though? Can you not just have a live table of cases with a start and end date. You could then write a measure to calculate how many are closed each month.



Ben Dobbs

LinkedIn | Twitter | Blog

Did I answer your question? Mark my post as a solution! This will help others on the forum!
Appreciate your Kudos!!

Helpful resources

Announcements
FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.