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Gongi1625's avatar
Gongi1625
Copper Contributor
Sep 11, 2024

History export

Hi,

I’m trying to create a report in Power BI or Excel with the history of tasks for the entire project. We have options to track the history of each task, but I would like to see the history as one log for the complete project. I have been unable to do it by myself. However, maybe someone has already created such a Power BI report or a flow to upload it to an Excel file?

Best regards,
Bartosz

Project
  • John-project's avatar
    John-project
    Silver Contributor
    Sep 11, 2024
    Gongi1625,
    I can't help you with PowerB1 but I do have several VBA macros that export Project data to Excel. Are there specific Project fields you want to export?

    JOHN
    • Gongi1625's avatar
      Gongi1625
      Copper Contributor
      Sep 12, 2024

      Hi John-project,

       

      I would like to create complete log from history of task. So Export all changes in task history in one place. See attached picture, maybe it will be more clear. In theory it is stored in Dataverse in the Project History table.

       

      Gongi

      • malshayeb's avatar
        malshayeb
        Brass Contributor
        Sep 12, 2024

        Gongi1625 

        Hi,

        You are correct that data is stored in the project history, and in theory you should be able to report on it, the challenge you will face is, this is not a reporting table so the details of the change are not presented in a format that you can use directly.

        in the table you will find everything you need to create the report 

        • The project 
        • The task 
        • The edit Type 
        • the timestamp 

        however the details of the change or what changed are stored in a field called details an example below 

         

        {"fields":{"start":{"previous":"","updated":"2024-09-12T09:00:00Z"}}}

         

        I believe that is Jason and you need to work on it within PowerBI to convert it. 

         

  • RodFromm's avatar
    RodFromm
    Steel Contributor
    Sep 12, 2024

    Gongi1625 Here is another option, if you can publish your data to a Power BI Premium Workspace and have Power Automate.  In the workspace, create a paginated report and using Power Automate write the require data (fields) to a file, or directly to a dataverse table.  The flow can be scheduled to run on daily, weekly, etc., or as needed.  You would then pull this data into your Power BI model and assign the appropriate relationships.  You would also need to establish some processes to validate the stored data as projects and tasks may get deleted over time and you need to determine how you want to handle those situations.

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