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Priy0311
New Member

Dashboard with outlook content

Hi all

 

My requirement is to create dashboard with multiple mails I receive from different applications with there status in list form with conditional formatting.

 

I don't want to change any data from mail and want to display same data in power bi dashboard.

 

For e.g., application a,b,c,d and e so I have 5 mails with colorful data in outlook mail 

I want one single dashboard which have 5 different visuals with same snapshot as mail.

 

  • Please let me know if you have any idea how can we do that.  Note: there is no attachment in mail, need to read from body
1 ACCEPTED SOLUTION
AmiraBedh
Most Valuable Professional
Most Valuable Professional

You can use Power Automate to access Outlook emails by configuring it to trigger on the arrival of new emails in Outlook from specified applications or with certain characteristics (for example subject lines, senders... depends on what you need).
Configure the flow to extract the data you need from the email body. It can challenging if the email content varies significantly in structure.
but if you are dealing with standardized email templates, you can use REGEX or string manipulation functions to parse the content.

So you store the parsed email data in a structured format in a DB or in an Excel file online.

Power BI can connect to your source now and for each application (a, b, c, d, e), create a separate visual in your report.
It is either you configure your Power BI report to refresh at regular intervals.Power BI service can be set up to refresh several times a day automatically if connected to cloud data sources like Excel Online or SharePoint.
Or if using a database that does not support direct Power BI refresh, you can use Power Automate to trigger a refresh of your Power BI dataset whenever new data is added.

 

https://community.fabric.microsoft.com/t5/Power-Query/How-do-I-link-Outlook-365-with-Power-BI/td-p/6...

https://learn.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-bi/power-bi-integratio...

 


Proud to be a Power BI Super User !

Microsoft Community : https://docs.microsoft.com/en-us/users/AmiraBedhiafi
Linkedin : https://www.linkedin.com/in/amira-bedhiafi/
StackOverflow : https://stackoverflow.com/users/9517769/amira-bedhiafi
C-Sharp Corner : https://www.c-sharpcorner.com/members/amira-bedhiafi
Power BI Community :https://community.powerbi.com/t5/user/viewprofilepage/user-id/332696

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1 REPLY 1
AmiraBedh
Most Valuable Professional
Most Valuable Professional

You can use Power Automate to access Outlook emails by configuring it to trigger on the arrival of new emails in Outlook from specified applications or with certain characteristics (for example subject lines, senders... depends on what you need).
Configure the flow to extract the data you need from the email body. It can challenging if the email content varies significantly in structure.
but if you are dealing with standardized email templates, you can use REGEX or string manipulation functions to parse the content.

So you store the parsed email data in a structured format in a DB or in an Excel file online.

Power BI can connect to your source now and for each application (a, b, c, d, e), create a separate visual in your report.
It is either you configure your Power BI report to refresh at regular intervals.Power BI service can be set up to refresh several times a day automatically if connected to cloud data sources like Excel Online or SharePoint.
Or if using a database that does not support direct Power BI refresh, you can use Power Automate to trigger a refresh of your Power BI dataset whenever new data is added.

 

https://community.fabric.microsoft.com/t5/Power-Query/How-do-I-link-Outlook-365-with-Power-BI/td-p/6...

https://learn.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-bi/power-bi-integratio...

 


Proud to be a Power BI Super User !

Microsoft Community : https://docs.microsoft.com/en-us/users/AmiraBedhiafi
Linkedin : https://www.linkedin.com/in/amira-bedhiafi/
StackOverflow : https://stackoverflow.com/users/9517769/amira-bedhiafi
C-Sharp Corner : https://www.c-sharpcorner.com/members/amira-bedhiafi
Power BI Community :https://community.powerbi.com/t5/user/viewprofilepage/user-id/332696

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