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sashokku's avatar
sashokku
Regular Visitor
6 years ago

Automatic user selection on filter in Power BI & auto export the Power BI report as Excel

I have a Power BI report currently in Power BI desktop. The report has a filter for customer name field with 40 different customer names. Is there any way that only one customer is selected automatically from the filter and the respective report data has to be exported automatically as Excel and saved on to my local folder.

Instead of selecting customer name one by one. Is there a way that 40 customer name selected individually and the respective data has to be exported in Excel. Let me know if there are any ideas or closest workaround. Thanks in advance.

Need Help

5 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion
    6 years ago

    sashokku I thought there was a way to pass filters via the report URL and if that is the case, maybe you could do it via the REST API?

    • Greg_Deckler's avatar
      Greg_Deckler
      Icon for Community Champion rankCommunity Champion
      6 years ago

      sashokku - Here is how to pass query string parameters to your report:

      https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters

       

      However, unfortunately the REST API cannot be used for this from what I can see. The REST API commands for reports mainly only take the report id as a parameter, not a URL to the report. Thus, it does not look like you would be able to do that via the REST API's.

       

      I also do not see a way to set your RLS role in the REST API's.

       

  • sashokku's avatar
    sashokku
    Regular Visitor
    6 years ago

    Thanks everyone for the response. Its helpful.

     

    Part of my requirement. If I try  to use filter a report using query string parametes in the URL. Is there any way to export that report automatically as CSV ?

     

    Also, I tried other workaround to apply filter (with one customer) and use it as a bookmark. Same way I thought of boomarking all the 40 customers and subscriping it. But seems like there is no option to subscribe to bookmarks in Power BI. Any idea to export it automatically as CSV ?

    • Greg_Deckler's avatar
      Greg_Deckler
      Icon for Community Champion rankCommunity Champion
      6 years ago

      sashokku - Maybe see if Power BI Robots can do what you want because I don't see it happening with the native tools.