Exploring the Power Automate Visual in Power BI | Sending emails
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- Опубликовано: 26 сен 2024
- 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.
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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.
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?
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.
This is great... but to take it to the next level, is it possible to change the Power Automate trigger from a Button to an alert? Or to schedule the flow to run every 24 hours?
I second this question!
Also would like to schedule/automate the flow every week
Can you schedule the flow to run at specific intervals? Like every morning at 10am for instance...
Looking for something similar.
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
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
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.
@@reaperqnu I thinks use schedule option
Love this!! Clearly I have been living under a rock somewhere. Thank you!
Top video. Didnt know we could integrate Power Automate with Power BI until I watched this vid. Many thanks.
Thank you. You answered my question in less than 60 seconds
Great video! How can we force data to be filtered before triggering the flow, so that someone doesn't click button and send to all users in report?
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.🎉
Will be amazing if you can schedule this flow without Premium user. Great video Patrick.
Yeah. That is a good point Victor.
I tried this but keep getting an error: "The execution of template action 'Apply_to_each' failed: the result of the evaluation of 'foreach' expression '@triggerBody()?['entity']?['Power BI values']' is of type 'Null'. The result must be a valid array." I tried using compose too but no luck.
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
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?
Thanks you so much need more videos on this
Hey Patrick, Could you do a video about how to add a warning message when trigger power automate button
Hey Patrick. Is it possible to use Power Automate to send an email when a threshold is reached/exceeded?
Amazing & super simply explained video..
Great content. Really helpful and engaging. Thanks for taking the time and effort to create these videos. Really appreciate it. :)
This was awesome brother. Thanks a lot for such a lovely content.
Is there a way to create an automated workflow instead of a manually-triggered one with the Power Automate integration? What would I need to do if I wanted to run it every morning?
This is awesome Patrick!! Is it possible to send a table of data to a dynamic list of email IDs. For instance, let's say, 1 manager is responsible for multiple projects. I do not want to trigger multiple emails to the PM, Instead, is it possible to send a consolidated list to the PM using power automate?
Hello Neenu ... I am trying to find out the solution of trigerring single email to user with all the information instead of multiple emails. Did you already get the solution of your question here. Please let me know 🙏
Thank you for your video. But, when I did these steps by you, I still couldn't run the flow successfully. The status is "Failed". where can I check errors in PBI? Thank you
fan dabby bleedin dozy! love this Patrick. Very simple when you explain it that well. Thanks!
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.
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?
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.
Superb video; very clear. Thank you.
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?
Hello I love this. But do you know how to configure so whoever executes it, is sent with his user?
Hi Patrick Thanks for all the video. I have a question whether it is possible to send a table or visual of data from the power bi service or on the desktop to a regular email in a timed manner but with relevant filters for that period and person. Say once a week last week's data according to the selected team manager who is the recipient in the email
Not with this approach, but you can try a subscription or take a look at this video ruclips.net/video/NkiUC-jR67s/видео.html.
@@GuyInACube That's what I'm talking about. You guys are great
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,
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, 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?
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
Hey Patrick !!!
Will you be able to give the dataset for practice purposes please...???
Can you attach to the email a full table or chart from the visual?
Just what I was waiting for...
Is it possible to trigger a Power Automate flow from a measure instead of a manual button click?
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)
Can we trigger this when the Power BI refresh button is clicked instead of a seperate button as send mail ?
Awesome video! Would love to see a video on how to use power automate to select an item in a power bi report, and ask the user to come back into that same power bi report and fill in some comments in a power app visual. For example, why is this item not done yet?
Thanks Sam. That is an interesting scenario.
I am building a similar scenario like this at the moment. I am using a Power App within the Power BI Report which enables the users to add data to the dataset via Excel. The Power BI Dataset Refresh action is used to sync the Excel workbook and the dataset. The source of the dataset is the workbook. I will post a video of the solution on my channel once it is done : ruclips.net/channel/UCLGfygRlwhsekVv7UiRhwXw
Please subscribe to get notified about it.
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
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
How do I set this up as a recurring task in Power Automate with the dynamic content from Power BI instead of clicking a button?
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.
Thanks Patrick! I have a question - if a customer had more than one order in the table is there a way we could consolidate that into one email, instead of potentially obliterating their inbox?
That's my case. I need to send multiple rows to one email. Each row has the same email...
Looking for the same info :)
Find a solution?
I have the exact same issue. Did anyone get a response or can anyone reference another place to make this change?
how you related the button to the table below which has email...I am finding tough to generate the link
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)?
Just became a member!! Great video but what map viz is that?! Super clean!
Can you do scheduled flows from PowerBI? I need to run a report daily for my users, and I'm trying to figure out how to do that...
Fantastic video so well explained! New subscriber !
That's awesome feature in power Bi..
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.
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.
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?
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 ☹
Please do more videos on creative ways to use this awesome feature!
Awesome Patrick!! Thank you!! 👍👍👊👊
can you help with using a Power Automate button to open a report (combined with cross report drill through). 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!
I am not seeing the customer e-mail option, I only see User email. This is a feature I need to see that?
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, 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".
I would like to add First Name and Last Name in the email body, but is written "NO DYNAMIC CONTENT AVAILABLE". How can I solve that?
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?
Can I schedule email every week? Like do not need to click button?
Hi i have a powerbi report and 40 customers. i separeted the customer different sheet.
how can i send report automaticly to customer.
thanks
Hey Guy in Cube, i want have an email button to open a new empty email from power bi to be sent to deferent email users depends on selection, can i do this ?
I have a question about the power automate "Power button clicked"; It is currently delivering a NULL data from the columns I added to it. The output is restricted to {}.
Do I need to publish the table (Power BI) to get the power button function work properly? Or do I need a power automate license?
Any feedback would greatly appreciated
Is there a way to get the power bi dataset row count without looping through the whole dataset?
For your example, how do you stop the user from sending hundreds of emails?
Hey Patrick nice work, How can we send 2 out of 4 visuals in power bi reports using power automate scheduled refresh ???
Do you have to enable power automate or something? When I click edit I get the blue bar at the top that says Microsoft power automate but then nothing else happens
Hey Patrice this power automate is required licence for the connector
can we do this to send emails of the visuals automatically to Slack channels?
Colour was changing from grey to white to the totals after publishing the pbix file in report portal . Need help.
I don't have the option of Power BI Data EmailAddress - only User email, which I can't get to work. Any advice?
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
How can we just open mail editor with pre-populated message and recipient's mail added?
Great stuff ! Can you configure your emails trigger automatically if some condition is met ?
Hello, I'm just wondering what happens if the customer replies to the email they received from Power automate? Who receives the email? Would it go to the Power Automate department in Microsoft?
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.
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 exactly what I want but I want to write the rows selected by a user to a SQL Server table is this possible?
Is this possible if the report is published in the app?
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?
How would you send an entire table without sending each record/row in a separate email?
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?
Hi for me it's not opening after giving edit button it's showing only Microsoft power automate in the below There are no files showing
Hey Patrick, you know if Power Automate visuals work when the report is share on SharePoint ?
can i do dinamic filters? i mean, i need to send by e-mail the dashboard of each client, but i need to filter obviously the name of the client, is it possible to make it with this tool?
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.
is it possible to export power bi table in teams using power automate at scheduled time every day ...🔥superb video
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.
Thank you
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!