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shon_tytus's avatar
shon_tytus
Frequent Visitor
1 year ago
Solved

Tracking and Storing Power BI Visual Changes in Excel with Timestamped Data Capture

Develop a mechanism within Microsoft Excel that connects to a Power BI report and/or dataset, enabling users to track changes in a Power BI report visual’s value over time, this solution would gather and store data like how a Power BI scorecard in the Power BI Service functions Today.

The solution should:

 

  • Capture values and changes with timestamps to store historical data for a selected Power BI visual within a Power BI report hosted in the Power BI Service.
  • Maintain a link to the Power BI report and visual, preserving applied filters and slicers at the time of data capture for click-through capability.
  • Provide a user interface that allows the addition of additional data points by connecting to an existing Power BI report hosted in a Workspace, where then a user can apply desired filtering and track the data in a visual with those set slicers/filters as they change.
  • Hi shon_tytus 
    If you feel issue got resolved please accept as a solution. 

    If you're still experiencing new challenges, please feel free to let us know and we'll be happy to continue to help!
    Looking forward to your reply!

    Best Regards,
    Community Support Team _ C Srikanth.


     

    Best Regards,
    Cheri Srikanth 

11 Replies

  • v-csrikanth's avatar
    v-csrikanth
    Community Support

    Hi shon_tytus 

    Thank you for sharing this approach with the community!

    Really appreciate the fact that you not only found a solution using Performance Analyzer output and automated it via Power Automate and Python, but also took the time to post it here. This kind of practical workaround is incredibly helpful for others who are looking to extract visual-level data programmatically.

    Your contribution adds real value to the community — thanks again for taking the initiative to document and share it!


    Best regards,
    Srikanth
    Power BI & Fabric Community Support Team

  • v-csrikanth's avatar
    v-csrikanth
    Community Support

    Hi shon_tytus 
    If you feel issue got resolved please accept as a solution. 

    If you're still experiencing new challenges, please feel free to let us know and we'll be happy to continue to help!
    Looking forward to your reply!

    Best Regards,
    Community Support Team _ C Srikanth.


     

    Best Regards,
    Cheri Srikanth 

      • lbendlin's avatar
        lbendlin
        Super User

        You would need some sort of polling mechanism. Would you plan to use VBA or Office Scripts for that?

  • v-csrikanth's avatar
    v-csrikanth
    Community Support

    Hi shon_tytus 
    It's been a while since I heard back from you and I wanted to follow up. Have you had a chance to try the solutions that have been offered?
    If the issue has been resolved, can you mark the post as resolved? If you're still experiencing challenges, please feel free to let us know and we'll be happy to continue to help!
    Looking forward to your reply!

    Best Regards,

    Cheri Srikanth

  • v-csrikanth's avatar
    v-csrikanth
    Community Support

    Hi shon_tytus 

    We haven't heard from you since last response and just wanted to check whether the solution provided has worked for you. If yes, please Accept as Solution to help others benefit in the community.

    If the above information is helpful, please give us Kudos and mark the response as Accepted as solution.
    Best Regards,
    Community Support Team _ C Srikanth.

    • shon_tytus's avatar
      shon_tytus
      Frequent Visitor

      Hi v-csrikanth 

      I haven’t tried this solution as I found another one, but thank you for your support and suggestions. I really appreciate the help and will look forward to your continued support in the future.

  • v-csrikanth's avatar
    v-csrikanth
    Community Support

    Hi shon_tytus 
    Oh that great you find a solution.

    Could you please share the approach to resolve your issue, it will be helpful for the other community members faces similar issue.

    Best Regards,
    Cheri Srikanth 

  • v-csrikanth's avatar
    v-csrikanth
    Community Support

    Hi shon_tytus 
    Would you mind sharing the approach you used to resolve the issue? It would be helpful to others facing a similar situation.
    If possible, kindly post your solution in this thread so the community can benefit from it. Thanks again for your contribution!

    Best Regards,
    Cheri Srikanth 

    • shon_tytus's avatar
      shon_tytus
      Frequent Visitor

      Hi,
      I have taken the approach of copying the query for a particular card or visual from the Performance Visualizer in a Power BI report and running a Power Automate flow to save the Excel file to a specific location. From there, we use Python to extract the necessary data points from the Excel file.