Exploring the Power Automate Visual in Power BI | Sending emails
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- Опубликовано: 13 июл 2021
- Using Power Automate? Using Power BI? Why not put the two together for some interesting scenarios. Patrick uses the Power Automate visual, in a Power BI report, to send emails out.
Power Automate:
flow.microsoft.com/
Blog Announcement:
powerbi.microsoft.com/en-us/b...
Documentation:
docs.microsoft.com/power-bi/c...
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Hey Guys... Ever considered to make a series of "Guy in a Flow" featuring Power Automate stuff? I would be your first and most appreciating customer!
Not really! Most of our focus is Power BI, but definitely something to consider.
@@GuyInACube Already 38 thumbs up. Do you see the massive demand? ;-)
@@GuyInACubeThis would be VERY helpful for me as well!!
Totally. Like i want to be able to select some properties on a map, then press a button to generate their inspection reports from SSRs into the inspectors' email.
@@GuyInACube Please!
Every time I watch one of your PowerBI videos Patrick my brain explodes with new capabilities. This is just in time for a report I’m working on.
Hey Patrick, that's preety awesome.
I liked the thought and it really make sense to have it in a business report.
Thanks for featuring it.🎉
Thanks for the instructions. Can we somehow automate the process without using a trigger button and instead trigger it whenever the BI report is refreshed? Seems not quite 'automated' to me if we need to click a button every time to get the data sent.
Top video. Didnt know we could integrate Power Automate with Power BI until I watched this vid. Many thanks.
So many possible uses for triggering actions via PowerAutomate beyond just sending emails. Thank you for sharing, this opens up tons of possibilities!
Yes, the possibilities are endless. Thanks for watching
This was awesome brother. Thanks a lot for such a lovely content.
Love this!! Clearly I have been living under a rock somewhere. Thank you!
Thank you. You answered my question in less than 60 seconds
hi this is awesome! do you happen to know if exporting a summarized table/data can be sent via email as an attachment? is this possible?
Neat stuff! This opens up new options for me. I've used Power Automate to send exported PPT versions of BI reports.
Nice. I am trying to do this currently, how did you figure it out?
This is amazing. So many applications. Is there any way for the run permissions for the flow to be inherited from the list of authorized users of the report?
It solves two problems of my customer instantly. I was to create a new report but now I think using this I need not to do that. Thanks Patrick great stuff
Amazing & super simply explained video..
Great vid, but how might you add the values in the table of data? It doesn't seem to be available to select in the dynamic list.
Great video, Patrick. Can you explain/make a video on how you would implement Power Automate flow within an embedded Power BI Report? How can you enable external users of the embedded report to trigger the flow? When you don't know their email address?
Superb video; very clear. Thank you.
Great stuff ! Can you configure your emails trigger automatically if some condition is met ?
Another masterstroke Patrick 👏
Instead of triggering it manually, can we schedule it?
Please do more videos on creative ways to use this awesome feature!
Just became a member!! Great video but what map viz is that?! Super clean!
Awesome Patrick!! Thank you!! 👍👍👊👊
amazing work Patrick :)
This is AWESOME!
Love it, thanks Patrick
This is fantastic, definitely going to use this for my users. Wish there was an easier way to email off the raw data from my PBI workbook, lots of users have a hard time navigating to the little export data button so they can work with the data in Excel.
You could possibly try a paginated report and create a subscription specifying csv as the output type.
Thanks, your videos have helped me a lot.
I have a question...If you add a parameter that has a decimal from Power BI, how do you truncate the output of that parameter? When you execute the email trigger, the output is showing up in the email in a format of "0.00000000000000".
Fantastic video so well explained! New subscriber !
This is awesome!!! It will help me save a lot of time!!
I had just a question, hoping you answer me or make a video about it 😆 when I tried running my flow, I got the error "manual failed". I set conditions before the action of sending the email, so not sure if that's the issue ☹
Hey! Thank you for the video. It's very helpful.
I have just one concern: In case I want to export a PowerBI file to a .pdf and send that as a mail attachment. Can I do it with Power Automate?
Hey Patrick. Is it possible to use Power Automate to send an email when a threshold is reached/exceeded?
Great video! Is it possible to also add visuals to the email using this process?
I love this new visual, currently setting up a report that people can use it for to pre-populate some people review forms. I just wish the permissions for running the flow could be a bit smarter. I'd ideally love to be able to either give access to run it to everyone in my organisation and/or everyone who has access to the report. Just a slight pain that I'll have to manage another security list for something that is only ever going to be embedded in a report that I already control access to anyway.
As you say, I'm not lazy, just efficient lol
Great video. I tried this and added a switch condition to the power automate flow. Basically if client name was X send email 1 if client name is Y send email 2. It got stuck in a loop! 600 emails later I cancelled the flow. Seems to work as long as there is only one linear flow without conditions. Is there a way round this, so you can add switch or other conditions?
Hi Patrick, at the moment, the sender of the email is the flow owner. is there a way that the flow picks up the email address of the person triggering the flow (i.e. clicking the button)?
fan dabby bleedin dozy! love this Patrick. Very simple when you explain it that well. Thanks!
Thank you Patrick….this is amazing!
You are very welcome.
Awesome video, I've been looking for specifically Power BI and Power Automate tutorials and only found 2 hr long boring videos which may be ideal for beginners but I consider myself at least intermediate on these tools. Anyways great content, I think I've found gold in your channel, keep up the great work!
Hi Patrick, great video, thank you! I'm trying to use it for corp credit cards. Can we send the emails to only those employees who have not coded their expenses over 45 days since the expense date?
Great content. Really helpful and engaging. Thanks for taking the time and effort to create these videos. Really appreciate it. :)
Hi Patrick,
thanks a lot for this video. I just wonder if it is possible to group such emails. If some recipient has more than one items I would like to send out just one email containing the list of his items, instead of sending individual emails for each item. Is that possible?
great video. do you have a sample of the report you used?
This is awesome Patrick! Is it also possible to have users of the report making input in form of a text field or similar and make a flow to gather this input? Whether it be in an Excel or SQL database?
you can use powerApp for that
Thank you Patrick for sharing the knowledge.
I have used this real world scenario at my work. Inorder to take it to next level, currently we are able to show numbers (from Measures) in Mail. My query is that, can we include Visuals in the customized mail which is triggered.
Hi - is there a way to export ppt using power automate after we published? and also we can create different powerpoint slide based on changed filter (name) so we dont have to manually do it?
This is really cool!
Wow I love this!!!!
Thanks for another great video Patrick! Can you do a video regarding Direct Query to DataFlows? Currently using import mode using Power Automate to sync the refreshes. I'm wondering about the performance of the DAX queries using Direct Query compared to Import mode to a dataflow in the service.
Great Video!!
Hi Patrick, have you heard or discovered any method to automate the Power Automate Visual button? So it would be possible to use the dynamic content from Power BI in scheduled flows?
Love your content!
I agree with this! Need to export a dataset every day while managing multiple accounts, but not all end users of the report can receive the export so currently having to manually click the button every day
You can create an automated flow directly in Power Automate with this same data set. You will get the option to schedule and Automate with all available triggers.
Super slickkkkk! ✌🏼
Thank you Patrick for making this video.
I'm trying to do similar things for my use case. I noticed tht it can only refer to Power Automate flows created in the default Power Automate environment. Is there any way we can refer to flows created under custom environment in PowerApps? Appreciate your guidance.
Love it!
It is amazing!!! Is it possible to send a whole table in attachment?
I am looking for something similar. Let me know if you found a solution to it
Awesome Awesome! Thank you Bro!
Hi, thanks for this video. Just a question: how can I show a preview of my report directly in mail without click on the attachement?
Very Nice video ! As always 😄. I Was wondering if it is possible to makes us a video showing us how to embed a power bi report in salesforce with an embedding licence ?
Thank you very much
That's awesome feature in power Bi..
Just what I was waiting for...
Can you schedule the flow to run at specific intervals? Like every morning at 10am for instance...
Looking for something similar.
Hey Patrick nice work, How can we send 2 out of 4 visuals in power bi reports using power automate scheduled refresh ???
Thank you guys so much! I am trying this feature in one of my dashboards! I have a question regarding dates: When I trigger an email with a date, the format generates a date and time all in one line. Is there a way to format dates so that it appears as MM/dd/yyyy in the email? Thanks again. you guys ROCK!
Break out the date / time using variables and expressions within Power Automate. Then Concat them back together the way you want :)
Thank you
This is AWESOME. Does it play nice with Power Automate Desktop? Or does it only work with an office 365 set up?
Excellent video!! Can you make a video of using power automate to send email with excel file attached from PI but it has a slicer with filters?
Thanks for the video, is it possible to upload the PBI report directly into sharepoint using powerautomate ?
Regards,
Vasudev
Hi there. Can you input data directly into excel and it automatically updates on Power-Bi without using MS Forms?
Hi Patrick, great video, thank you. is there any way in the flow i can check the records coming from pbi? for example if I have a list with user and article, I would like to be able to check if the user is the same as the previous one, only an email is sent with the list of his articles, if it is not the same, always send an email with the only article that has. it's possible? Thanks a lot for you very appreciated help.
Great stuff Patrick
Thanks Jon.
We are in gcc. And the power automate visual just is blank . Do you know since it is in preview whether it will connect to gcc soon ?
This is excellent Patrick! I was able to setup a nice little flow within Power BI. Do you know if there is a way to trigger a flow based on a set goal within the data set?
I do that via power bi alerts. Flow has that as a trigger.
Q : thanks Patrick. Can we export a Matrix table and couple of other KPIs as is from PBI report into an Excel file and send that as attachment?
Ha Patrick, is this also possible without a button in your report? The trigger fron the Power Automate flow is then scheduled. I hope you can help me.
Hi Patrick, Thanks for posting the video, can the flow visual apply the RLS applied on the report and send the table visual contents of a report as excel attachment with RLS applied on the exported report.
RLS will be applied, but you cannot send a table. If you wanted to do something like that you could use a subscription or take a look at this video ruclips.net/video/NkiUC-jR67s/видео.html.
Hi Patrick
I tried to create site attendance record using this visual, is there any way we can add location?
Thank you for creating a video on this!!
It was a fun video to create. Thanks for watching.
@@GuyInACube Who did all the graphics for you? :-)
I have some specific format or you can say template which includes images and formatting also needs to attach the emails that were already sent is it possible to add all using the Power BI and Power Automate?? If yes, then i would like to know how? Thanks
Hey Patrick! Great video. I'm concerned about the licensing implications here. Do you know if these simpler flows like this require "run only" users to have a special Power Automate license or anything? I could imagine giving this to an entire sales team could start to pile up in cost.
Also, is it possible to add AD groups or distribution lists to the "Run Only" users?
At my org, we don't have any Power Automate pro licenses outside of O365 and I was able to run a test email send through Outlook just fine to myself. Hope this helps!
Du Du Du Dude this is awesome!
I had to teach myself how to do this in VBA code until now! I must learn more about this!
Thank you so much for the great video!
Eric you are welcome and thanks for watching.
Patrik.. Can we email visuals using the Power Automate feature?
Can we do this with any license of Power BI or do we need premium per user?
Thats awesome we can create automate flow inside the context of Power BI. But when I try to trigger that flow from sharepoint published report it will not be triggered where it will work fine from Power BI desktop. Do you have any idea ?
Hi Guy in a Cube, I really enjoyed this video. I have a question though. How can I send an automated power bi report that shows the daily transactions(real-time)
Will be amazing if you can schedule this flow without Premium user. Great video Patrick.
Yeah. That is a good point Victor.
are there any signs or information when / if this visual will get "certified"?
Thanks and keep up the good and entertaining work!
Certified applies to 3rd party visuals only, I think. This one was created by Microsoft, so no certificate of veracity required.
Hello I love this. But do you know how to configure so whoever executes it, is sent with his user?
Please add more tricks to do with the Power Automate visual!
Great video. I personally have created a PowerAutomate solution for our customer which allows the import to Excel and send it by email, also logging the history like who was downloading what and when.. You can also use the enable export for summarized data but our client wants to enable the more options option only for a specific visual which makes it unusual to disable more options for the other visuals. Since the export data option is a part of the more options, you know what I try to say :)
Everything is working great but the option for the PowerBI button clicked, allows only 1000 records. You can also see the exclamation mark is appearing when you select more than 1000 records in your data. If it could allow more than 1000, we could later batch or paginate it within the flow but unfortunately it is what it is.. Are there workarounds to allow more records?
That's so cool!
We like the feature. Especially the integration. Thanks for watching.
Hi Patrick, thank you for sharing. I created a power automate flow to send filtered data from a PowerBI report as a excel file via email, however this is user triggered via a click. Is there a way to schedule both exporting powerBI report data into an excel file and sending via email? your help is mostly appreciated.
Hi William, did you ever find a solution to this?
Hey guys, very useful video. I currently use PowerBI to give a high level overview of reports i create.
Currently, i send the report link and a pdf of the report to my manager. Is there a way to use power automate in my report to send an email with the specifics i want (like in the video) while also having power automate attach the PDF? This would be a hugeeeee help!
Hey Padrik, Can we directly send an already setup visualization page not the fields to mails by using Power Automate!!!!! , I was struggling in presentations in everyday for each team performance by selecting the each team in a slicer.
Hey Patrick, Could you do a video about how to add a warning message when trigger power automate button
does workspace have "manage alert" feature in the report? cause I would like to send my report but only during specific threshold, like a warning
great indeed
Can you attach to the email a full table or chart from the visual?
Hello Patrick, Thanks for all the awesome videos. Can we automate the clicking button to send the reminder on the trigger conditions? Like 5 days to complete, Last day to complete like date reminder and email will be sent to the users automatically without clicking the button on trigger the condition on "days Left".
Hi @Jatin - did you happen to find a solution to automate clicking the button?
Hey Patrick !!!
Will you be able to give the dataset for practice purposes please...???
Mind blown! Can you setup the ability for many managers to send emails to their employees?
Can you make scheduling export pdf for personal bookmarks to email in power automate? For viewers role?