Forum Discussion

Matt22365's avatar
Matt22365
Resolver III
3 years ago

Email a filtered table to user

Hi

I hope someone can help

I have a PBI report which pulls data from a sharepoint list into a table. The report has filters for the user to drill down to the information in the table which they find relevant.

What I would like is a button on the PBI report which emails a copy of the filtered table to the user so they can store in their documentation

Is there a wayto do this? Assume its a power automte button?

Thanks for your help

Matt 

Need Help

7 Replies

    • foodd's avatar
      foodd
      Community Champion
      3 years ago

      Sergii24 , thank you.  That is indeed a capable option.  The Guy In the Cube video on the topic staring the one and only Patrick is an equally great introduction to the visual.  It is perplexing that this particular visual with so many options is not higher on folks radar. 

      • Sergii24's avatar
        Sergii24
        Super User
        3 years ago

        I think the reason of it is hiding in the fact that Power Automate visual is much more about Power Automate itself rather than PowerBI. From PowerBI perspective you only need to add a visual to the report and provide an input. However, the logic of the flow itself should be developed completely in Power Automate and has nothing in common with PowerBI.

         

        I personally find Reza Dorani's videos on Power Automate extremely useful! He has this great playlist but my personal best is this signle video that has so many hints on writing expressions in Power Automate!

    • Matt22365's avatar
      Matt22365
      Resolver III
      3 years ago

      Thanks Sergii24 

      This video helps with pulling specific data from a dataset and sending an email. However what I would like to do is email a copy of the onscreen visual to the user. in this case a table which has been filtered using dropdowns

      Could this be done?

      Thanks for your help

      • Sergii24's avatar
        Sergii24
        Super User
        3 years ago

        Hi Matt22365, thanks for the clarifiaciton. As of my knowledge you can't automatically send a screenshot of a signle visual via email.

         

        You can use email subscription, but it will send a sreenshot of a whole report to a user. Keep in mind that you'll need to share an access to the report with a user and a receiver should have Power BI Pro licence (for reports created in non-Premium workspaces).


        With email subscription you can include your changes (aka. apllied filters) to a new subsription:

         

        You can learn more about it here - Email subscriptions for reports and dashboards in the Power BI service - Power BI | Microsoft Learn