Need Help Automating Power BI Matrix Visual Data Sharing

Hi Manav-Shah,

Thank you for the follow-up. Given that your primary requirement is to automatically share matrix visual data in a structured format (excluding image or PDF) and you do not have a Premium license, here are your current options:

You can automate the export process using Power Automate along with Power BI REST API or Dataflows. This will enable you to extract and send tabular data (such as that in your matrix visual) on a scheduled basis, eliminating the need for manual exporting.

First, identify the table or measure that feeds your matrix visual in Power BI Desktop. Utilize Power BI Dataflows (or create a custom table if necessary) to store the summarized data behind your matrix.

Next, in Power Automate, set up a scheduled flow: Use the Power BI REST API or connect to the Dataflow. Retrieve the table data, export it to Excel or CSV format, and send it via email or upload to OneDrive/SharePoint.

If you are open to using Excel: Open Excel → Data → Get Data → From Power BI. Select your dataset and import the table used in the matrix. Format and share the Excel file, which can be refreshed on demand or upon opening, making sharing dynamic.

Please refer to the below documentation link:
Matrix visual format settings - Power BI | Microsoft Learn
Matrix visual considerations and limitations - Power BI | Microsoft Learn

Also can you please look into this solved solution which is related to the thread:
Solved: I want Export data of matrix visual in matrix for... - Microsoft Fabric Community

If this post helps, then please give us ‘Kudos’ and consider Accept it as a solution to help the other members find it more quickly.

Thank you again for reaching out to the Microsoft Community Forum.

Hi Manav-Shah,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.