How To Automatically Send Emails By Linking Power BI And Power Automate
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- Опубликовано: 28 май 2024
- Have you ever wanted to link your Power BI reports to Power Automate? Have you ever wanted to execute a Power Automate workflow recursively to a list of user-selected records from a Power BI report? In this video, Tim and Henry show you how to connect Power BI and Power Automate. They first go through the simple example of sending emails to specific records, and then go through some bonus features (thresholds, etc.) that you can add to your Power BI reports to ensure your users don’t accidentally send thousands of emails.
**** Video Details ****
00:00 Introduction
02:25 Data set
04:08 Potential issues
05:41 Fields
07:42 Creating a flow
09:02 Dynamic content
11:25 Initialize variable
13:12 Increment variable
14:51 Condition
18:46 Slicer
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This video literally is the best!! Greetings from the netherlands
Hi S.Khan, glad that you appreciated our content! If you haven't yet, you can subscribe to our channel to see all our upcoming Power BI and Power Platform video tutorials and announcements. Cheers!
Can the flow run without the need to click on "run flow" button in power bi?... Meaning when i publish the dashboard for each lines in my data, they get an email without the need to trigger the flow?
Do I need to do anything to the data set as my power automate isn't coming up with whatever my version of "Power BI data Actual Email" ?
Can we send the email with report as a pdf attachment with the dynamic selection of date range.i.e, when customer selects a particular date range and runs the flow weather he get the data of selected date range or he get default report which is available in the service.
Hello Dinesh,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
Well, we haven't tried or created that flow so far but it might be possible to create that flow. We'll try and create a content based on it in the near future.
Hoping you find this useful. Subscribe to our RUclips channel so that you don't miss out on any updates pertaining to the Power BI. You can also join our Power BI group on LinkedIn to receive latest updates on Power BI. Below are the links provided for the reference purposes.
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Enterprise DNA
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Thank you very much! I was inspired by your video and tried to send emails from powerbi using powerautomate I have followed up the same steps, but when I try to run the flow I get an error message. Invalid table : Null (foreach step) . Any advice plz ?
Great video! Thanks for the content, a huge fan of Enterprise DNA! I have a query, if i have several mails in the table for different categories, can i add send only one email with all the data or table?
Thank you for your interesting tutorial.
Is it possible to put the username of the user in Windows in a variable?
Hi I have a similar process but every time my users try to use the Send Email button that triggers an email to their staff, the flow shows unsuccessful but when I do it, it works. Are there specific permissions required for users to use this functionality?
Amazing!!
Thanks!!😊
HI @Enterprise DNA,
Great Video, thanks for sharing. Also I have a question.
What's the minimum requirement in terms of license to perform this, do we need premium in both Power BI and Power Automate to do this?
Hi , as I followed your steps .when I tried to run the flow I'm getting this error: "The input body for trigger 'manual' of type 'Request' did not match its schema definition. Error details: 'Required properties are missing from object: entity.'."
I have a huge problem with this kind of a flow. When I share such a flow it always send and email from my mailbox. I would like it to be sent from a person who initializes the flow in BI Service.
Amazing video! Is there ways of trigger email based on PBI data change? Say, if I have a measure and threshold. Once the threshold is reached, an email sent out to user to let them check PBI report. Appreciate!
same question, if anyone have answer
Can this technique be used to notify consumers of a Power BI Report that their report has been updated
How can you give every email a refrence number. For example (first email you send gets a subject number 001 and the second email 002 third 003 etc
How can I sort column depending on a column object. While I am sending a mail with the button table is sorted with Date, but I want to sort it with Source.
This is great.
Can we also Automate weekly data extraction from power bi table and append it directly to an excel file maintained in SharePoint List..?
Hello kartik wat,
Thank you for question. We appreciate your time.
Yes, you can do that transformation as well provided the run is adjusted accordingly.
For more queries, you can also reach out to us through our Community Forum where our members as well as Experts Team will be able to assist you, in a better and efficient manner.
I hope this helps.
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Happy Learning!!!
Thanks and Warm Regards,
Enterprise DNA
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Thanks for your video, does this require a pro licence ?
Hi Walid,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
We're providing a link below on the documentation from the Microsoft for the reference. For furthermore queries, you can also reach out to us onto our Community Forum where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference as well.
Hoping you find this useful! You can subscribe to our RUclips channel so that you won't miss out on any Power BI updates. You can also join our LinkedIn group to receive latest updates on Power BI.
Cheers,
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docs.microsoft.com/en-us/power-platform/admin/power-automate-licensing/types
I can't get this to do anything, the button does not trigger and it refuses to run without clicking the Run button also, failing due to not having the data. dose anyone have any solutions to debugging and getting this kind of process to work?
Hi, thanks for the video. I tried to replicate the same, but it's sending duplicate emails. How to fix this?
Can I send, for example, tables with the data of a selected customer only in this way?
Yes, you can add the filter that affect all the page and run flow, it only willl be send it to the selected filters.
Hi
Can I set alert for expired dat ?
Hi Suliman,
Thank you for posting your query onto our channel. We really appreciate you taking your valuable time to post it.
Well it's always a little bit difficult to judge and provide the results without looking at the data structure, model and working of the PBIX file for the reference.
And therefore we encourage you to please write back to us onto our Community Forum by providing the proper description of the problem that you're facing along with the PBIX file for the reference as well as the mock-up results that you're trying to achieve where our members as well as experts team will be able to assist you in a better and efficient manner. Below is the link of the forum provided for the reference.
Hoping you find this useful! You can subscribe to our RUclips channel so that you won't miss out on any Power BI updates. You can also join our LinkedIn group to receive latest updates on Power BI.
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Enterprise DNA
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Hi, I cannot use the dynamic "User Email", it gives me an error "input parameter ' emailMessage/To' is required to be of type 'Sting/email'. The runtime value '"anNvbWt1bEBhY2N1cmF0ZS10aS5jb20="' to be converted doesn't have the expected format 'string/email'. Can you please give me suggestions on how to fix this problem? People keep telling me to make sure it is in the correct type, but this is not what I can change. it should automatically pull from the user email from whoever clicks the Power BI button.
thank you for your help in advance
Facing the same. any solution you have found yet?
@@basictalent1 I figure out that it's a permission issue. I don't have a right to send the email on other's behalf (as you are the owner of the flow). So, my workaround is sending emails from the group email, my email, or if you are not the main contact then add that person's credential to the flow (go to the step and edit from there) and send it from that person's email. So whoever triggers the flow, the email will send out from the email I set with the disclaimer at the end of the email.
Instead of incrementing RecordCount at 13:40, can't you just use an expression like length(Power BI data), so you don't have to loop through all of them? No need to neither initialize a new variable nor loop over and increment.
Well, this is not automatically sending emails, since you have a button as a trigger. Automatic emails would be triggered off of a value and conditions. good try though
Any you tube video recommendation without the need to trigger the flow?