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deepanwita25
Advocate III
Advocate III

Downloading Data through Power Automate

Can someone tell me the following:

Requirement: I have to include an export data button for the client.


The export data button in the ellipsis is something they dont like.
Can i use power automate to export the data underlying the graph in an xlsx/csv format.

I have the report hosted on web through the embedded license. Is it possible for users who are viewing the report via the service principal feature can download the data?

1 ACCEPTED SOLUTION
Cookistador
Super User
Super User

Hi @deepanwita25 

 

This is what I've did for this usecase

Cookistador_0-1744827956524.png

 

First step,

You have to run a query against dataset, to get the query you need

Open Power BI Desktop, create a table with all the fields you need

Then go in optimize Performance analyzer; in the pane click on Start recording and refesh visual and copy query

Cookistador_1-1744828154966.png

 

(You can remove the total of the table before to refresh visual)

 

Then in Power Automate, you paste the code in a run query against dataset (you have to select your workspace and your dataset)

 

Then in Power automate you add a select from Power Automate

the tricky part is to make the mapping, to do that, you have to use the following formula instead of entry value

item()?['[your fieldname]']

Once you will save, the formula should appear as a power bi item

Cookistador_2-1744828673231.png

 

Then create a csv table using the output of the previous step

And then use an action to publish this csv on a sharepoint site or a public place (like a blob storage with a public access)

In my case, I used an amazon S3 Bucket

 

For the refresh, you have to schedule your dataflow at the frequency you need

 

Do not hesistate to ask if you need more help 🙂

View solution in original post

14 REPLIES 14
Cookistador
Super User
Super User

Hi @deepanwita25 

 

This is what I've did for this usecase

Cookistador_0-1744827956524.png

 

First step,

You have to run a query against dataset, to get the query you need

Open Power BI Desktop, create a table with all the fields you need

Then go in optimize Performance analyzer; in the pane click on Start recording and refesh visual and copy query

Cookistador_1-1744828154966.png

 

(You can remove the total of the table before to refresh visual)

 

Then in Power Automate, you paste the code in a run query against dataset (you have to select your workspace and your dataset)

 

Then in Power automate you add a select from Power Automate

the tricky part is to make the mapping, to do that, you have to use the following formula instead of entry value

item()?['[your fieldname]']

Once you will save, the formula should appear as a power bi item

Cookistador_2-1744828673231.png

 

Then create a csv table using the output of the previous step

And then use an action to publish this csv on a sharepoint site or a public place (like a blob storage with a public access)

In my case, I used an amazon S3 Bucket

 

For the refresh, you have to schedule your dataflow at the frequency you need

 

Do not hesistate to ask if you need more help 🙂

Thank you so much. I will try this and let you know soon..But thank you again for taking your time to write this procedure.

Hi @deepanwita25 ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

Hi  @deepanwita25 ,

I hope the provided information by @Cookistador  is helpful. Please let me know if you have any further questions or if you'd like to discuss this further. If this answers your question, please Accept it as a solution and give it a 'Kudos' so others can find it easily.

Thank you.

Hi @deepanwita25 ,

I wanted to check if you had the opportunity to review the information provided by @Cookistador . Please feel free to contact us if you have any further questions. If the response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you

deepanwita25
Advocate III
Advocate III

Yes @Cookistador, I would love to achieve this one below:

deepanwita25_0-1744811327625.png

I click the excel icon and I can download the data. Any idea how I should replicate this?

Thank you for this

I was in charge of this implelentation 

I post you a guide later 

Please let me know if I can look at any videos/articles that will help me with this. I will really wait for you guide. Thanks a lot for showing me that this is even possible @Cookistador 

Cookistador
Super User
Super User

Hi @deepanwita25 

 

Is it something like on this report you would like to achieve?
https://www.esm.europa.eu/financial-assistance/programme-database/interests-and-fees

 

deepanwita25
Advocate III
Advocate III

Is this the right forum to ask about Power Automate?

deepanwita25
Advocate III
Advocate III

I made few advancements with "Export Button" in Power Automate. I have created the flow for exporting data from my Power BI report to excel csv file via email.

I have this report published in a workpsace with embedded License that is hosted on web. For the users who login the portal to view the report on web have a login Id but use Service Principal. i.e. they may not have a Power BI licence. 
I want that when anyone clicks the "Export data" from the report hosted on the web, they should be able to get the csv file in their email (equivalent to the one they use for logging in). In Power Automate Flow, I am using the following step:
Send an Email (V2)
To: User Email (Selected from Dynamic Content Window)
Is it possible for any user who has logged in to the web portal and triggers the button to get the data in their email id through this POwer Automate Flow. Or I have to change something here?

deepanwita25_0-1744629973443.png

Please let me know. Thank you


Also, I referred to this link for creating my workflow:
https://www.youtube.com/watch?v=IZnWaYbbBMI&ab_channel=HOGOLYTICS




 

Idrissshatila
Super User
Super User

Hello @deepanwita25 ,

 

check this out https://youtu.be/WsbIXJDhC_o?si=t-7Zt6LCzhdp-bNX

https://youtu.be/fbeMw9jtJB4?si=KotpGACT65VcS_IQ

 

 



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Hello Idrishshatila,

Thank you for replying and sharing the youtube contents. They were very Insightful.

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