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Hello everyone,
Currently, I am working on automating the sending of a report (in my case, a data matrix with filters) for the company where I am doing my internship. The idea is to retrieve this matrix from Power BI, transform it into a CSV file using Power Automate, then convert it into an Excel file, and finally upload it to a folder using Azure Blob Storage.
Retrieving the DAX code: I retrieved the DAX code for my matrix from Power BI through View > Performance Analyzer.
Setting up a trigger in Power Automate: I created a trigger in Power Automate to execute the process every Friday at 4 PM.
Running the DAX query: I added a "Run a query against a dataset" action in Power Automate to execute the DAX code. This allowed me to retrieve the data from the Power BI service. Using my credentials, I accessed my workspace and the corresponding report.
Transforming into a CSV file: I used the "Create CSV table" action in Power Automate to transform the data into a CSV file.
Creating an Excel file from a template:
Creating and modifying the Excel file:
I used the "Create file" action in Power Automate to generate an Excel file based on the template, with a name that includes the current date and the template ID.
Uploading to Azure Blob Storage: I used the "Get file content using path" action to retrieve the Excel file, and then I uploaded it to an Azure Blob Storage folder using the credentials provided.
Combining two matrices (from two Power BI reports): We have two CRMs (Angers and Nantes) and therefore two Power BI reports with data matrices. I would like to know if it is possible to retrieve both matrices, combine them vertically (since the columns have the same names), and upload the final merged file to the Blob.
Thank you in advance for your advice and feedback! 😊
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