Power Automate

Need Flow to take screen shot of PBI dashboard and share through email

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Posted on by abhishekgoel09

HI Team,

I need a Power automate flow for below steps:

1. Launch Chrome or PBI Dashboard URL

2. Filter the today's date

3. Take a screenshot and save it one drive with Report name and current date, example: Ageing report 3-06-2025

4. Launch Outlook

5. Draft an email and put that screenshot and PBI Dashboard URL Link in the email body

6. share it with respective people. refer the attached example of email body.

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Power Automate Desktop

example of email....

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ran_dale 71 on at

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Hi,

for that you need a "Desktop Flow". Such flows act like humans (rpa) and process predefined steps.

Please refer for example https://stallions.solutions/simplify-your-tasks-with-power-automate-desktop/ and the official documentation https://learn.microsoft.com/en-us/power-automate/desktop-flows/create-flow

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Riyaz_riz11 3,891 Super User 2025 Season 2 on at

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Hi,

Follow these steps:
Step 1: Launch Chrome and Open Power BI Dashboard URL
Use Launch new Chrome action.

URL: Your PBI Dashboard URL (e.g., https://app.powerbi.com/...)

Make sure “Activate” window option is selected.

Step 2: Apply Today's Date Filter on Dashboard
Use Send keys or UI Automation to interact with the date filter on the dashboard.

Option A: If your dashboard has a date picker, use UI Automation > Click UI element to open it.

Option B: Use Send keys to type or select today's date in the filter.

Use Get current date action.

Format date as needed (e.g., dd-MM-yyyy or M-d-yyyy) using Format date/time action.

Use Send keys to input today's date in the filter field.

Use Click UI element or Send keys to apply or refresh the filter.

Step 3: Take Screenshot of the Dashboard
Use Capture screenshot action.

Select the Chrome window or the dashboard area.

Save screenshot to your OneDrive folder.

To save with dynamic name:

Use Get current date (e.g., dd-MM-yyyy).

Build file path like: OneDrive\Reports\Ageing report 3-06-2025.png.

Use Save screenshot as action to save the image with this filename.

Step 4: Launch Outlook
Use Launch Outlook action.

This will open Outlook desktop app.

Step 5: Draft an Email with Screenshot and Dashboard URL
Use Send Email action (Outlook).

To: Enter the email addresses (can be dynamic or from Excel/List).

Subject: e.g., Ageing Report - 3-06-2025.

Body (HTML or plain text):
Hello Team, 
Please find attached the screenshot of today's Power BI dashboard. 
<img src="cid:dashboard_screenshot"> 
You can also access the live report here: <a href="https://app.powerbi.com/...">Power BI Dashboard</a> 
Best Regards, 
Your Name
Attach the screenshot saved earlier.

To embed image in body, you may need to add it as an inline attachment with Content-ID "dashboard_screenshot" (check Outlook action capabilities in PAD; if not supported, attach the image normally).

Step 6: Send the Email
Use Send Email action to send the draft with all content and attachments.

If I have answered your question, please mark it as the preferred solution. If you like my response, please give it a Thumbs Up.
Regards,
Riyaz

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