Power BI - Export Report and Email to Current User (Power Automate)
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- Опубликовано: 19 окт 2020
- In this Power BI tutorial, we learn how to send an export of a Power BI report to the logged in user, or any list of users! This method uses both Power Automate (Microsoft Flow) and buttons within Power BI. This is a fun trick that demonstrates the power of using multiple technologies within the Power Platform!
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I never get tired of saying how resourceful your videos are! Thanks again!
Great work, I was just struggling on how to trigger an email to multiple users and this would really help me!!
Excellent Video. Just completed implemented it. Followed your steps and am done! Thank you so much for the knowledge.
Exactly what I am looking for. Thanks
Thanks a lot to present this feature , very helpful . Is there a way to send a filtered report ? i am trying to apply some filters then export & send but the method in the video exporting only the saved report without applying any filters .
Many thanks for this video! May I ask you if the RLS is already implemented with Power Automate? We need to set it up for our paginated report. So far we couldn't make it. Thank you for your feedback in advance!
This is great ! Unfortunately, I cannot use the HTTP request and email function because of security restrictions. Any way I can create an= simple export button in PBI without those options available?
Hi, it is really useful and helpful. I have two questions
1) can I split the email addresses between TO and CC? Currently all selected email addresses are in TO field only.
2) I want to add one more customized text box where the user can add/type the email content before sending the report.
Many thanks
Very nice! If only Power BI also allowed us to export formatted reports into editable formats, like Excel and Word.
What a wonderful world that would be :)
Hi, It is really helpful for the team; especially when the report is shared between multiple departments. Great Job!!! Many thanks
Is it possible to export a Table/Matrix data to Excel with Button or Trigger? Currently struggling with this... your help would be much appreciated. Thank you
Is there a way to export the whole datasource in an sql server connection from the Report view into csv? ... Really appreciate the help. Thanks
Can I export the file in .xlsx Excel format and email it? Can't seem to locate a way to do that.
Thanks for the content. Is there a way to export Summarized data to Excel via Power Automate?
Parker - if you export the report as an image, is there any way to embed in the body of the email? I've been trying variations of this for hours with no success.
Hi, thanks for this video. I have a question: how can I show a preview of a report directly, without click on the attachement?
Can this be done with Power BI Pro or with Premium only? Thanks for the video! :)
I got it all the way until the last bit, how did you add the flow url to the fields?
Can you select filters in the PBI report with Power Automate?
Can we do the same with Pro Licenses or is it a must have a Premium capacity
this is nice. though it's not working froom my end. the flow run successfully, but didnt get the email.
Is bookmark name feature already working? Thanks
Hi BI Elite, pleased to be part of this great Community. Let me say than I´ve been having some troubles running this flow, I get an error that says "FeatureNotAvailableError" on 404 code. I was wondering ¿you or someone have experienced this issue? ¿ Is it possible to fix it? Anyway, thank you so much for all of your content. Greetings.
Thank you for this great video 👍🏻
Is I have a slicer with 2-3 values on the report page.
Is it possible to request the power automate to cycle through all values in the slicer and print the result after each selection?
Did you find a solution for this ?
I am facing the same issue rn
@@MrRohanroxx1
Unfortunately not...
If I select a filter and then click on that mail image, then instead of sending the filtered power bi report, it is sending whole report. How can I send only filtered report in pdf.
The exportToFile api still needs pbi reports to reside in premium or embedded capacity..so premium per user might not work.. I tried and got a “featurenotavailableerror” also the same api works fine against a paginated report residing on premium per user - thanks
Hi, Can you please tell me, in button in Action and tooltip,in Web URL, which link you paste?, Flow URL measure ? or HTTP URL GRT link? please specify. So my report will work.
Hi, is there a way just to export the actual page?
Hi Parker, thanks a lot for the great demonstration! Just one question, triggering the html flow always opens a new tab in the browser. How can we avoid it?
Hello Sheik, did u find the solution?
Hi Ana, I have not found any solution with this process. But, I applied different flow with power app integration to do the same task.
Hi @@Flowerloveesun , which flow did you add ? can you please show it ?
Would I be able to export a table in a published power bi app but I have no access to the workspace nor the data source? (I.e. just the actual dashboard through the shared link)
Currently, the data gets updated every month and I need to go every month, filter last month’s data and export it using the 3 dots>export button.
I would like to automate that process. Any idea how?
I downloaded example file but powe bi desktop can’t open file ( like it is corrupted). What I don’t understand is how to assign flow measure to button. I used action type = web url and as Web url I picked ups measure. When U click button browser oppens. I want to avoid oppening broeser. Is it
possible ? Thanks
Is it possible to have reports automatically send via email as an Excel file?
Hi Parker, great video, thank you !!. Do you have an update on Power Automate with Power BI Premium Per User?.
Im still wondering whether it works or not.
Have you try it William?
Hi, great and very useful video. All these years have been working with power bi and now it's time to look around it, the power platform. Any suggestions to start with?
When I open the attachment (pdf or pptx) in the email the file does not contain any data, your feedback is appreciated.
Hi, can you use Power Automate to export in Excel? Also, I am having trouble in exporting into multiple tabs
Hi Gagan, are you able to resolve? even i am struggling to get the data export in excel for table visual.
Perfect! :) I already tested.
Is it possible to change the source mail, I mean, the sender?... so I can use a corporative email instead of using mine.
Thanks a lot!!!
Good question! I'm not sure. Depending on which email action you choose, I know you can either send via your email address or "Microsoft Power Apps and Power Automate" which I used in the video.
@@BIElite thank you so much! I'll investigate a little bit :)
Thanks!!!
@@andreaalejandragutierrezam1751 You have to log in to Power Automate with the corp account. It should pick up that e-mail address as a sender :)
Nice one ! But is there a way to avoid opening another tab that triggers the http request for the flow when we click on the button/action.
I facing the same problem. Was wondering if you found a solution.. I thought I was missing something...
Hi Manohar, same issue with me. If you find the solution please share. Appreciate your response in advance!!!
Hi, did u find the solution? I am facing the same problem.
Great work, Could you also please let us know if this works with Row Security Level ?
Which means only people can see their own country data after exporting to PDF.
Hi Shiva kumar - did you get a solution for this? I am also searching for it.
@@shijasj No, I am still searching.
@@ncbshiva Same requirement. Did you get the solution? exporting their own data to PDF
are you sending the actual report or the defoult report?
I mean, if the user change the view with a bookmarks, he will be export the new view given by the bookmark?
Currently, this is sending the full report. Bookmark support hasn't been enabled yet for the Power Automate action.
i've got "Report requested for export is not on dedicated capacity" error when testing. please advise if you know the solution.
Thank you.
Hey Tara, your report needs to be in a workspace that is on dedicated capacity (Power BI Premium, Premium Per User, or Embedded).
@@BIElite Hi, First of all it's a great example. I have only Pro license so I also encountered the same issue of Tara. Is there any possibilities to achieve report export( Particular page with several bookmarks) functionalities in Power BI Report Server ( Comes with the SQL server Enterprise license) ?
Yeah i have the same proble like Rakes and Tara, there is a any posibility wit a licence Power BI Pro?
@@BIElite I do not think "Premium Per User" is enough. It is not working for me. I am getting the same "...not on dedicated capacity" Error. It seems you need to spend 4k per month for a capacity in order to be able to export to PDF using Power Automate. Shame on you Microsoft :-(
Great video Parker..
Nice to see how the over all Power Platform works together..
I am still not sure, why would someone click a button on the report to export the report ..?
They can simply use the native export functionality from the headers..
But overall, nice to see this new functionality.. :)
Hi thank you for the great information.
1. Currently our company host power bi server in the intranet, do i need to install microsoft on a dedicated server as well?
2. How do the flow able to access the power bi report if the report has RLS settings? So the flow will login to powerbi then export view based on the RLS definition of that user? Can flow handle this access issue?
Thank you very much. Regards.
Hi Nicholas, I had the same concern. As I have send a report to many people. Will the RLS logic work and each of the pdf generated is unique to the end-user?
Sending Report is throwing an error. can you help
Can you please provide your pbix files along with the content on your website so it ll be useful...
I'm a bit behind on creating blog posts at the moment. I've uploaded the PBIX to Dropbox though. See description
does this work for power bi pro or just for premium?
Premium, embedded A4, and premium per user!
Great if you can upload .PBIX file. That will be a great helpful for your subscribers.
Uploaded the PBIX to a temp location. See the description :)
I also got an error when triggered flow "Report requested for export is not on dedicated capacity"? Anybody know why this happen? thanks
Hey Taylor, in order to use this method, your report needs to be in a workspace that's on dedicated capacity (Power BI Premium, Premium Per User, or Embedded).
@@BIElite Thanks for the clarify.
@@taylorhan3681 Hi, can you confirm whether or not you have managed to fix your issue? If so, then how did you do it?
I get this error:
{"error":{"code":"FeatureNotAvailableError","pbi.error":{"code":"FeatureNotAvailableError","parameters":{},"details":[]}}} when I do this. Does anyone know how to solve this?
I also got the same Error. @BI Elite can you please assist us on this.
bit late on the rreply as i just saw this now, from my experience, this plug-in only works if you have dedicated capacity workspace in which the reports are being run/generated on. It does not work on Pro or Premium Per User License. Really sucks that microsoft display plug-ins on license options they are not provisioned to work on.
Do you need Power BI Premium??
Yes :(
@@juannicolascorreaagustin5103 Will Premium per user work?
It is total BS that MS limits this function to Full Premium capacity only, it locks out vast majority of (PRO) users
tsk up speak is annoying