Forum Discussion
Automatically put exported Paginated reports at certain location
- 1 year ago
Yes, it is possible to automatically export Paginated Reports from Power BI to PDF or Excel and save them to a centralized location such as SharePoint or an FTP server.
Automate Export with Power Automate
- You can integrate Power BI with Power Automate (Microsoft Flow) to automate the export and file storage:
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Trigger:Use a scheduled Power Automate flow to trigger report export or wait for an email with the report attachment.
- Export:Use the Power BI API or Paginated Report Export APIs to export reports programmatically in desired formats.
- Save: Use Power Automate connectors to save the exported files to SharePoint document libraries, OneDrive, or FTP servers.
- Repeat: Automate for multiple reports or export types.
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This approach requires:
- Power BI Premium or Embedded capacity (to access Export APIs and Paginated Report features)
- Appropriate Power Automate licenses
- Setting up Power Automate flows for export and file placement
Follow the below steps:
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Publish Paginated Report
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Ensure your Paginated Report is published to a Power BI workspace with Premium capacity.
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- Create Power Automate Flow
- Log in to Power Automate (flow.microsoft.com).
- Start with a template or create a new automated flow with a schedule trigger (e.g., daily or weekly).
- Add Power BI Export Action
- Use the Export To File for Paginated Reports action in Power Automate.
- Select your workspace and specific Paginated Report.
- Choose export format (PDF, Excel, etc.).
- Specify report parameters if needed.
- Save Exported File to Destination
- Add an action to save the exported file output to your chosen location:
- SharePoint: Use "Create file" action to save into a Document Library or folder.
- FTP: Use FTP connectors to upload your file.
- OneDrive or Other Storage: Use corresponding connectors.
- Add an action to save the exported file output to your chosen location:
- Configure File Naming
- Use dynamic content like timestamps or unique IDs for file names to avoid overwriting.
- Test and Schedule
- Test your flow to verify that exports run correctly and files are stored in the correct location.
- Set the flow to run on the desired schedule.
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- You can integrate Power BI with Power Automate (Microsoft Flow) to automate the export and file storage:
- 1 year ago
powerbiexpert22 - if you have a Fabric or Premium capacity (including PPU), the subscriptions can be saved directly to SharePoint or OneDrive.
If only Pro licenses are available. Use PowerAutomate. See jaineshp's reply below.
powerbiexpert22 - if you have a Fabric or Premium capacity (including PPU), the subscriptions can be saved directly to SharePoint or OneDrive.
If only Pro licenses are available. Use PowerAutomate. See jaineshp's reply below.