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Power BI Dashboard to Add a Row in excel - automatic updates

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Posted on by 39

Hello - I am currently trying to find a way to pull monthly data from my powerbi dataset and add it to an excel table in order to store historical data but this is proving tricky. I have the below so far but when it ran no data came through, plus the excel bit does not allow any dynamic content so I am not sure how to align the correct columns. The DAX can also be found below.

 

I create a table in the dataset that I want extract which is simply 2 columns: Region & Count of Requests so it would look like:

Benelux24
France66
Nordics12

 

And then at the end of the month I want this moved to an excel document to copy this but also to add the month that it was pulled in so it would look like:

 

JanuaryBenelux24
JanuaryFrance66
JanuaryNordics12

 

And then continually add rows for the months ahead so we can track progress against this. Is this possible? I heard that it may be easier working with a powerbi dashboard rather than the dataset. TIA!

 

qphalen_1-1704447096604.png

 

// DAX Query
DEFINE
	VAR __DS0FilterTable = 
		TREATAS({"Request"}, 'TrainingRequests'[Gap/Request])

	VAR __DS0Core = 
		SUMMARIZECOLUMNS(
			'TrainingRequests'[Region],
			__DS0FilterTable,
			"CountTechnician", CALCULATE(COUNTA('TrainingRequests'[Technician]))
		)

	VAR __DS0PrimaryWindowed = 
		TOPN(501, __DS0Core, 'TrainingRequests'[Region], 1)

EVALUATE
	__DS0PrimaryWindowed

ORDER BY
	'TrainingRequests'[Region]

 

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  • Verified answer
    CU-19081224-4 Profile Picture
    39 on at

    Solved my own questions! But for anyone interested in the solution here is what I did:

    qphalen_0-1704703194300.png

     

    You can get the DAX query from your powerbi dataset - just create a table that you want to essentially copy into the excel/csv. Then you need to go to the Optimize Tab --> Performance Analyzer --> and then click the 3 dots to get the dax query behind t he table. Then copy this over. 

     

    qphalen_1-1704703227166.png

     

    Hope this helps somebody else!

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