Create history (weekly snapshots) of table

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Posted on by KVa

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Dear community,

we have a custom table with business critical data. In order to create better reports I want to have historical data for this table. Thus, I need to create regular snapshots. Is there a go to solution for this kind of problem, maybe Azure where I can just click together a workflow to create weekly snapshots?

I am currently thinking about just creating the same table in dataverse with an additional date time field containing the export date and regularly copying it over with power automate.

Another approach might be storing the data in Excel files.

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Microsoft Dataverse with Power Apps

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ChrisPiasecki 6,422 Most Valuable Professional on at

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Hi @kv,

You can create a hierarchical (self-reference) relationship and add your extra snapshot datetime field instead of creating a duplicate table. You can copy all the fields using Power Automate.

Your other option is creating the duplicate table and use Dataflows to copy it over.

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Fubar 8,338 Super User 2025 Season 2 on at

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Look into Export to Data Lake (under Data in the make.powerapps.com), it uses the Entity change tracking to trickle timestamped updated data to a Data Lake and then you can report on the Data Lake data (as everything is timestamped you can do daily, weekly etc)
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/export-to-data-lake

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Drew Poggemann 9,287 Most Valuable Professional on at

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Hi @kv,

Just a quick note, you probably know this, but auditing is configurable for every table / field in the table that will track changes over time. It will identify if the record was created, updated or deleted. The challenge I have seen with this is reporting so it would take a bit to look into but with the Dataverse this is a great feature that is configurable and built out of the box for all tables.

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/auditing-overview

Hope this helps. Please accept if answers your question or Like if helped in any way.

Thanks,

Drew

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Fubar 8,338 Super User 2025 Season 2 on at

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@dpoggemann with audit history also have to be mindful that someone may decide to delete an old audit history partition (and then you can't get that older data)

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KVa 115 on at

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Data lake export seems like the way to go - will have a look into it. Thank you @Fubar!

@dpoggemann, using the AuditBase you can build a report around the audit logs, but as @Fubar said the audit logs might get deleted.

Using the hierarchical self-reference (@ChrisPiasecki) is also a nice approach, but I think you will have to be very careful not to mess up your production data.

Thank you for your thoughts!

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