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Anonymous
Not applicable

Export Excel automatically (Scheduling)

‎06-27-2023 04:00 AM

Can we export data from Power BI to Excel automatically and send it to the client through the mail using scheduling?

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Syk
Resident Rockstar
Resident Rockstar

‎06-27-2023 04:50 AM

You should be able to do this with Power Automate. There's a step that allows you to query a Power BI dataset which you can then save to an excel sheet on a sharepoint site (or other file store) and email out.

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Anonymous
Not applicable
In response to Syk

‎06-27-2023 10:05 PM

As I'm new to Power Automate, I want detailed steps to how to do this?

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Syk
Resident Rockstar
Resident Rockstar
In response to Anonymous

‎06-28-2023 06:13 AM

I would suggest posting in the Power Automate forum. I'm sure someone there would be much more helpful than myself. Also a lot of good guides on youtube for just setting up basic flows.
Microsoft Power Automate Community - Power Platform Community

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