
I have some sharepoint lists which contain records which are updated over time. The customer wants to be able to record the values at specific times so that it can be displayed as a graph over time in a review summary. I'm using Power Apps to manage the data entry and Power BI to provide reporting. But I think the scheduled data snapshots would be best done using Power Automate flows. If I am wrong here, let me know. But assuming this is the best path, I need some help with the flow.
There are three main entities to work with.
1. Meeting Schedule list
2. Ticket list
3. Child records in a separate list belonging to the tickets
What I am trying to accomplish is recording the values from each child record into a snapshot which would be saved in a fourth list.
The record should be snapshot on the same day of the week as the meeting which it belongs to in the Meeting Schedule list. It's possible that more than one meeting occurs on the same day.
The child record should only be snapshot if the parent Ticket is not closed at the time the snapshot is taken.
I will be recording some dollar values, numbers, grouping information such as meeting relation and of course the snapshot time.
Seems pretty simple but in Power Automate this is completely foreign to me.