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Matt22365's avatar
Matt22365
Icon for Resolver III rankResolver 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 fin...
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Matt22365's avatar
Matt22365
Icon for Resolver III rankResolver 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
    Icon for Super User rankSuper 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

    • Matt22365's avatar
      Matt22365
      Icon for Resolver III rankResolver III
      3 years ago

      Thanks Sergii24 

      Im not sure the subscription will work for my needs unfortunately.

      Im not tied to it having to be an email. The idea is that the user can keep a permenant record of the filtered table.

      If there is a way to transfer this filtered data into another system (powerpoint, excel etc...) that is automatically saved to the users computer then this could work

      Thanks for your help

      Matt 

      • Sergii24's avatar
        Sergii24
        Icon for Super User rankSuper User
        3 years ago

        Hi Matt22365, you might try use sharing to Power Point as it allows you easily and quickly bring a single visual to PowerPoint. I tested it and my data in PowerPoint remained not updated until I clicked on refresh directly in PowerPoint:

         

        Here is a result after refresh:

         

        However, at this point, I don't think this solution would win over simple screnshot take in "Snip&Sketch" 🙂


        Good luck!