Log Daily Orders KPIs in SharePoint

A scheduled automation that queries a Power BI dataset each day and stores a single KPI snapshot per date in SharePoint.

Power AutomatePower BISharePointScheduled

Summary

Problem
KPI history was hard to preserve consistently without manual exports, screenshots, or relying on someone to capture the numbers each day.
Solution
A daily scheduled flow that queries the Power BI dataset and logs a single KPI snapshot to SharePoint only if today’s record doesn’t already exist.
Result
Reliable KPI history for trend review and auditing—automated, consistent, and duplicate-proof.

Business impact

This automation creates a clean, trustworthy historical KPI log that can be used for leadership reporting, trend analysis, and validation— without relying on manual daily capture.

KPI history preserved
Stores a daily snapshot (entered orders/items/lines, dropship %, shipped items, invoiced revenue) so past performance can be reviewed even if dashboards change or filters are adjusted later.
Audit + validation
Creates a reference table for reconciling and validating daily metrics—useful for leadership questions like “what changed day-to-day?” and for catching anomalies early.
Duplicate-proof automation
Write-if-missing logic ensures exactly one record per date, preventing accidental double-logging and keeping the dataset clean for downstream reporting.

Gallery

Screenshots and artifacts from the build (sanitized where needed).

  • Trigger: runs daily at a set time using a Recurrence trigger.
  • Step 1: executes a Power BI dataset query to retrieve KPI data.
  • Step 2: gets items from a SharePoint list filtered by today’s date.
  • Step 3: checks if any items exist for today in SharePoint.
  • If none exist: creates a new SharePoint item with the KPI data.
  • If items exist: no action is taken (prevents duplicates).

This flow automates daily KPI data entry into SharePoint only when a record for the current date doesn’t already exist.