Power Automate: Use Email Attachments to Update Power BI

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  • Опубликовано: 9 июн 2024
  • In this video follow Jonathon as he builds a flow with Microsoft Power Automate that monitors an email inbox for new data sources that feed a Power BI Report. Make sure to take note how he stores the email attachment to a SharePoint document library, which serves as the data source for the Power BI Report.
    Interested in learning how to combine multiple files from a folder in Power Query? Take a look at Jonathon’s video Basic Transformations in the Power Query Editor, as part of his Excel to Power BI Series here- tinyurl.com/yr8kv5b8
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Комментарии • 12

  • @HiYurd
    @HiYurd Год назад

    That is really cool. Would love to see PowerAutomate be able to do an API call to PowerBI to refresh. That would be cool video, too.

  • @dereklowry3111
    @dereklowry3111 Год назад +1

    Brillant... just did it for my files and worked first time.

  • @aravindnayak1366
    @aravindnayak1366 Год назад

    Will this work even if the email is encrypted?

  • @bridgemasterx
    @bridgemasterx Год назад +1

    What about when you need to add new data, and overwrite older data in a Sharepoint file? Is that possible? I have a file in Sharepoint storing the data, but need to add new data, and correct old data via an email attachment. Thanks

    • @itspooch
      @itspooch Год назад +1

      Did you find out how to do that? Thats my issue as well. Shame you didnt get a reply back from the Presenter of this Video.

    • @neilcameron7683
      @neilcameron7683 Год назад +1

      @@itspooch sadly no. Still got the same problem. I have to do it through a 3rd party application at the moment. Sure there must be a way. Had hoped Pragmatic Works would come to the rescue. But just silence………

    • @Jonathon_Silva
      @Jonathon_Silva Год назад +2

      If you are looking to add or overwrite data that is on a file contained within a SharePoint document library, you can use the Update File action in Power Automate. One thing to make sure of is to be able to match or cross-reference the newly emailed file with the existing one in SharePoint by using a Condition control (Title of the File is equal to the Attachment Name). One last part is to be able to populate the file in SharePoint to use via dynamic content for the cross-reference, add the Get Files (properties only) action before the condition.
      The logical sequence of steps in the flow should be: When a new email arrives -> Get Attachment from email -> Get Files (properties only) from SP -> Conditional check if Title of SP file is equal to the Attachment Name -> If yes, Update File in SharePoint with the new attachment content -> If no, Create File in SharePoint to add to the collection
      Hope this helps!

    • @fbarbie
      @fbarbie 10 месяцев назад +1

      @@Jonathon_Silva This was great to see. Thanks for replying. How about if we want to append the new data rather than replace the data in the existing file? I've seen that there is an Excel action to Add a row into a table. But first it seems like I need to tell Power Automate that the attachment it got is an Excel file. how do I do that?

    • @NoahKlatt
      @NoahKlatt 8 месяцев назад

      sharepoint 'update file'?

  • @bhindiexpress
    @bhindiexpress 3 месяца назад

    Hello! What can we do if all the attachments have the same file name? Will it replace the old one or rename automatically?

    • @nataliavargassabean4225
      @nataliavargassabean4225 Месяц назад

      I have this same question, would love to have it answered. I'm trying to setup a flow for a daily report I get, but everyday the report comes in with the same name, so I'm not sure if this will replace the data or add a new file...