Automating Excel Export from Power BI (Semantic Model Source)

Hi

Option A (recommended): Consult the dataset and generate the Excel

It works with any dataset (even if it is in another workspace).

What Flow Does

1. Run a DAX query against the dataset.

2. Dumps the result to an Excel file (OneDrive/SharePoint).

3. Sends it by email/Teams.

Steps

• En Power Automate → Power BI (connector) → action Run a query against a dataset.

  • Workspace: The one in the dataset (not the one in your report).

  • Dataset: the shared Semantic Model .

  • Requires Build permissions (or that your flow uses a Main Service with access to the dataset).

Write a DAX query that returns a table, e.g.:

EVALUATE
SUMMARIZECOLUMNS(
  'DimFecha'[Mes],
  'DimGTM'[GTM],
  "Ingresos", [Ingresos],
  "Unidades", [Unidades]
)

1. Pair the output (if necessary) and create Excel:

   • Excel Online (Business) → Create workbook (en OneDrive/SharePoint).

   • Add a table with the headers returned by the query.

   • Add rows to a table con los registros.

2. Send: Outlook/Teams → Send an email (V2) with Excel attached.

3. (Optional) Deletes the temporary/names the file with the date.

Advantages

• You don't depend on the report or its pages/visuals.

• Works with shared or certified datasets.

Total control of the layout and columns.

Did I answer your question? Mark my post as a solution! Appreciate your Kudos !!