Hi Team,
Could you please tell me, is there any way, we can schedule a flow automatically from POWER BI to export data to excel.
Many forums and Videos are explaining to add "POWER BI Buttons" to trigger this task.
But the real need is to automate the "export to excel" from Power Bi report.
I'm happy to add button, but let me know how to trigger that BUTTON on scheduled basis automatically.
Any suggestion are welcomed.
Thank you
Vijay.
Just open the paginated report in the workspace. On Top you will find subscribe to report. Do that and set the export as .csv. It will work.
This excel export works only for paginated reports (.rdl). and not for .pbix reports. Refer to this image:
@Yemana No I don't have the flow, it wasn't providing what I needed, but you can check out this video on YouTube Add & Update Excel Data to SharePoint List using Power Automate | Excel Import using flow (youtube.com)
Here is the flow for automatic export. If you want to load the csv export file back into Power BI, you will need to write an import query in Power BI.
Hi @dani2 i know this old post. by any chance you still have this flow handy. that is exactly what i need for my job. it would be great if you could share how you set it up.
Thanks,
"Run query against powerbi dataset" does not work for SSAS cube source.
Hello, i'm using "Update and Excel table from Power BI" template and it's working well in updating an excel sheet placed on SharePoint.
i created a button, on click the dataset is generated in to an excel under a specific table/columns, but the excel does not open. Therefore, i had to create another button to open it.
What can i add to the flow to allow opening this excel upon generation without having the need to have another button with just an "Open Link". it's not practical.
Thank you,
Alex
If you want to export to xlsx, you have to use run a query against powerbi dataset like I have described in my post:
Scheduled export from Power BI dataset to Excel – Rafal Kobus site (wordpress.com)
@Jeanxyz Here's a little more background. I have a Power BI file that pulls in data from different sources which I can't connect to directly (SAP, JDE) etc. I am manually exporting this data daily in an excel table and putting into SharePoint library. I have a flow that updates all of the items, or creates a new item if it doesn't already exist. The export automatically creates the data in a "Table 1". Exporting to csv doesn't automatically create the data in a Table format. So this process doesn't work for me. I tried creating an excel table instead of csv table as the video describes but something isn't working correctly.
If the problems have to do with larger datasets & looping, you can try using this template to convert the entire CSV to Excel without slow looping
https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/CSV-To-New-Excel-Table/td-p/1826096
Here is the link. https://www.youtube.com/watch?v=wy1BE1TJ_jc
You can schedule a job to export certain tables, data from PB to csv format. I understand there will problems if you export the data directly into xlsx.
WarrenBelz
146,780
Most Valuable Professional
RandyHayes
76,287
Super User 2024 Season 1
Pstork1
66,093
Most Valuable Professional