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Pete_HSINFRA's avatar
Pete_HSINFRA
Frequent Visitor
4 years ago

Creating Templated Word Document Reports through Power Automate in Power BI

Hi,

 

I've been asked if I could create Client reports on live Projects we are working on, using Power Automate in Power BI.

 

These are fairly high level reports containing 2 x tables - Risks & Issues.

 

I'm happy with creating a Word Document Template using the Developer Tab on each table. In Power Automate I can create RiskLine & IssueLine Variables and use parallel filter and array functions in Power Automate to separate Risks and Issues from each other, ready to populate in their own tables in the Word Document Template. I filter using a Combined Risk & Issue Category in Power BI, which splits into Risks & Issues.

 

This is where I come across a problem. When I use the "Populate a Word Template" step in Power Automate, any filtering I have down in previous steps is ignored.

 

The Risk Table uploads all the Risk Information correctly (See below); however as you can see the Issue Category & Title columns, still pull through in the Risk Table (Conversely, the Issue Table pulls through all the Issue Information correctly as well as the Risk Category & Title columns).

 

 

Any thoughts would be appreciated.

 

Pete

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3 Replies

  • lbendlin's avatar
    lbendlin
    Super User
    4 years ago

    The contents of the fields assigned to the Power Automate visual in Power BI are independent of any filters you may apply to other visuals on that page  (they are impacted by page level and report level filters though).  When you connect the visual to a flow it should auto generate the "Apply to each" loop - have you modified that part of the Power Automate flow?

    • Pete_HSINFRA's avatar
      Pete_HSINFRA
      Frequent Visitor
      4 years ago

      Hi,

       

      This is the flow I've currently got.

       

      I initialise 2 x Variables - one for Risks & one for Issues - in parallel. 

       

      Using "Apply to Each", I use a condition to filter on respective Risks & Issues and then append the result to an array.

       

       

       

       

      I then add steps "Populate a Word Template" and create a file, which ignores the conditions imposed for appending the arrays, which is what is stumping me.

       

      If I use "Apply to each" and attempt to "Populate a Word Template and then "Create a File", as below,

       

      This is the error message I get:

       

      I've tried every which way and cannot get the individual tables to filter out the respective Risks and Issue from each other.