Forum Discussion
Automating Excel Export from Power BI (Semantic Model Source)
I’m currently working on a Power Automate flow to automatically send an Excel file exported from Power BI.
I followed the tutorial in the video below, but I ran into an issue at the second step — Get dataset — because my report uses a Semantic Model provided by the company, rather than a dataset created in my workspace.
Does anyone know how to build a flow that can automatically send an Excel file from Power BI when the data source is a Semantic Model?
Any guidance or examples would be greatly appreciated.
Thank you!
Video reference:
https://www.youtube.com/watch?v=5-0KH0IiDjU&t=302s
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
-
Run a DAX query against the dataset.
-
Dumps the result to an Excel file (OneDrive/SharePoint).
-
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] )-
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.
-
-
Send: Outlook/Teams → Send an email (V2) with Excel attached.
-
(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 !!
-
3 Replies
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
-
Run a DAX query against the dataset.
-
Dumps the result to an Excel file (OneDrive/SharePoint).
-
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] )-
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.
-
-
Send: Outlook/Teams → Send an email (V2) with Excel attached.
-
(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 !!
-
Hi HH28,
I would also take a moment to thank Syndicate_Admin , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.
I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.
Regards,
Community Support Team.Hi HH28,
I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We are always here to support you.
Regards,
Community Support Team.
