How To Automate Power BI Snapshots With Power Automate: A Step-by-Step Guide | NextGen BI Guru

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This video will guide you through setting up monthly or weekly data snapshots, storing them in Google Sheets, and integrating these snapshots into your Power BI dashboard for insightful comparisons.
🔔 What You Will Learn:
- Automating Snapshots: Set up automatic data capture in Power BI.
- Timestamp Customization: Create custom columns for precise tracking.
- Dashboard Integration: Seamlessly integrate snapshots into your Power BI dashboard.
- Project Management Insights: Optimize project management with changing budgets and data.
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Data Driven Alerts in Power BI Service | Power Automate - P1 ( • Expanding Power BI Dat... )
Data-Driven Alerts in Power BI with Power Automate | Advanced tricks - P2 ( • Data Alerts With Power... )
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Power Automate playlist:
Power BI and Power Automate: Streamlining Your Workflow ( • Power BI and Power Aut... )
⏱️ Quick Guide:
00:00 Introduction
00:37 Power BI: Prepare the report for snapshots
03:22 Power Automate: Setting up the automated workflow for Power BI data snapshots
13:30 Power BI: Linking the snapshots data sources
16:28 Power BI: Setup the report to compare snapshots
24:48 Full testing of the automated Power BI data snapshots workflow
Episode Material
- Power BI File
🚨 Available at this link: github.com/NextGenBIGuru/Data...
This video is about How To Automate Power BI Snapshots With Power Automate: A Step-by-Step Guide. But It also covers the following topics:
Power BI Data Refresh
Power BI Relationship Setup
Dashboard Formatting Tips
Video Title: How To Automate Power BI Snapshots With Power Automate: A Step-by-Step Guide | NextGen BI Guru
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[@MKJainStatistics]

Hi excellent crisp presentation. I create Power BI reports, but so far was not using Automate, but one user needs forced me to look into it. Just saw your video, and replicated this very similar flow. It worked fine. There are few challenges, if you can help, 1. it skips rows if there is any column value is blank, how to still take those lines. 2. it transfer rows in batch of 100, and between such batch it takes time, can we avoid that? 3. Just for 2400 rows, it took 4 hours, too long? 4. where are the setting to change row count limits? By the way, one of the place is when you copy the DAX query, in query itself, 501 rows were written as TOPN limit, that I altered already. All help appreciated. Thanks.

[@NextGenBIGuru]

Hello 👋🏼. Glad you found it useful. For 1 - yes blank rows will be skipped, the workaround is to use replace nulls from query editor with 0’s or any other value. For 2-4 - unfortunately PowerAutomate takes long time to finish especially as the no. Of rows grows, the workaround is to duplicate the flow many times (say 3 in your case) then filter the query for each one based on one of the fields. And let them run simultaneously. Not perfect, but worked for me in a similar situation. Hope this helps.

[@qaistabib8079]

Excellent Tutorial as usual! I was looking for an automated way to archive/store data without having a dedicated SQL server!

[@NextGenBIGuru]

Thank you Qais. Glad you found it useful.

[@tamyauming8966]

Great tutorial～ But is the snapshot data table limited by 501 rows？

[@NextGenBIGuru]

Hello Tam. Thank you first of all. For the maximum number of rows of “Run a query a against dataset” the documentation says either 100k rows or 1M rows which every comes first. So you should be ok with 501 rows.

[@divyanair6147]

When running the query against a dataset the rows with null columns are excluding from the results. Is there anyway to include that?

[@NextGenBIGuru]

Hello 👋🏼, null values are treated as no data. To overcome this, use the replace value option in query editor. Just replace null with any value like 0 or -

[@gabrieltosi9719]

When I try the “Run a query against the dataset” action it returns “BadRequest”. What can I be doing wrong? Is it because I am using DirectQuery data?

[@NextGenBIGuru]

Hi there. You are correct, this is the reason. this action requires listing the rows which can be achieved with imported queries only.

[@hrishitathe1947]

Can we store the data in excel spreadsheet.

[@NextGenBIGuru]

Hello there, yes you can save to csv format. In PowerAutomate, you need first to find a create a table block then saving the output to CSV block

[@alvinmarkmiclat8680]

@@NextGenBIGurudo you happen to have a video showing these steps?

[@NextGenBIGuru]

Hello 👋🏼, apologies I don’t have a specific video shows how to do it for an excel sheet

[@tulasiramb3864]

Can we do snapshots without power automate?

[@NextGenBIGuru]

Hello there. You can do them manually by creating table visuals and exporting them if that’s what you mean. PowerAutomate will automate the process for you