Help with creating PowerBI, Excel and Power Automate link

[nko]

Hi! I was wondering if there is a way to link a PowerBI dashboard, Excel file, and Power Automate flow together. I have an already created powerbi dashboard - I pulled data manually from this dashboard into an excel file. I was hoping to create a power automate flow that would be able to automatically pull data from the powerbi dashboard and update the excel file, rather than manually going in and updating every month. Is this possible? 

[Jai-Rathinavel · Accepted solution]

Hi @nko  It is possible to export data of a Power BI Report and save it as csv or excel using a Power Automate Flow. You will only be needing Power Automate Free License to achieve this automation. Please check out the below detailed video on how to setup that power automate flow with few mins. 

How to Export Power BI Data to Excel | Query against a dataset

Hope it helps 🙂 Appreciate a Kudos !

Thanks,

Jai

[v-sgandrathi · Accepted solution]

Hey @nko,

Thank you for using Microsoft Fabric Community Forum.

Yes, you can absolutely create an automated flow that links Power BI, Excel, and Power Automate. Here's how you can set it up:

To start, if your Power BI dashboard is based on a published dataset, the recommended approach is to connect your Excel file directly to that dataset. You can do this in Excel by going to Data > Get Data > From Power Platform > From Power BI. This creates a live connection, allowing Excel to always pull the most up-to-date data from Power BI without manual exports.

Next, to automate the update process, you'll want to use Office Scripts in combination with Power Automate. Since Power Automate doesn’t refresh Excel data connections on its own, you can create a script in Excel Online that refreshes the data, then set up a flow in Power Automate to trigger that script on a regular schedule—such as monthly. Make sure your Excel file is stored in OneDrive or SharePoint, as this ensures compatibility with Power Automate.

If you'd like Power BI to reflect changes based on updates in Excel, you can also create a flow that triggers a Power BI dataset refresh whenever the Excel file is updated.

Really appreciate your responses and the helpful YouTube link, @mh2587 and @Jai-Rathinavel.

I hope my suggestions provided valuable insights. If you have any further questions, don’t hesitate to ask in a follow-up message.
If this post helped, please mark it as "Accept as Solution" so others can benefit as well.

Best regards,
Sahasra.

[v-sgandrathi]

Hi @nko,

We haven’t heard from you on the last response and was just checking back to see if your query was answered.
Otherwise, will respond back with the more details and we will try to help .

If our response has addressed your query, please accept it as a solution and give a ‘Kudos’ so other members can easily find it. Please let us know if there’s anything else we can do to help.

Thank you.

[v-sgandrathi]

Hi @nko,

I wanted to follow up on our previous suggestions regarding the issue. We would love to hear back from you to ensure we can assist you further.

If our response has addressed your query, please accept it as a solution and give a ‘Kudos’ so other members can easily find it. Please let us know if there’s anything else we can do to help.

Thank you.

[v-sgandrathi]

Hi @nko,

we haven't heard back from you regarding our last response and wanted to check if your issue has been resolved.

If our response addressed by the community member for  your query, please mark it as Accept Answer and give us Kudos. Should you have any further questions, feel free to reach out.

Thank you for being a part of the Microsoft Fabric Community Forum!

[mh2587]

Watch the following video might be helpful
https://www.youtube.com/watch?v=cT4JdClkLh8

[Jai-Rathinavel · Accepted solution]

Hi @nko  It is possible to export data of a Power BI Report and save it as csv or excel using a Power Automate Flow. You will only be needing Power Automate Free License to achieve this automation. Please check out the below detailed video on how to setup that power automate flow with few mins. 

How to Export Power BI Data to Excel | Query against a dataset

Hope it helps 🙂 Appreciate a Kudos !

Thanks,

Jai