Forum Discussion
How to Use Power Automate to Export Multiple Reports
I have created a PowerBI report showing the performances of each of our clients. Currently, I am using "Filters on all pages (Require single selection)" to switch views from say client A performance to client B performance.
Now I would like to create PDF reports with each of them dedicating to one client's performance only (we have 6 clients at the moment). Is something like this achievable via Power Automate?
Very new PBI user here so appreicate all help/tips 🙂 Thanks!
Hi Katie_C ,
If you can switch between client data via bookmarks/RLS or a filter, then you can use Power Automate to export corresponding report for different clients.
For more infomation, please refer to:
Export and email a Power BI report with Power Automate
Reports - Export To File In Group
Best Regards,
Winniz
2 Replies
v-kkf-msftCommunity Support
Hi Katie_C ,
If you can switch between client data via bookmarks/RLS or a filter, then you can use Power Automate to export corresponding report for different clients.
For more infomation, please refer to:
Export and email a Power BI report with Power Automate
Reports - Export To File In Group
Best Regards,
Winniz
KiranHosakotePost Patron
Hi Katie_C
Unless you have a specific reason to use Power Automate, you can dynamically select client-specific filter and slicer values at report run-time entirely within Power BI. See https://medium.com/p/bfebd39d4c84 for details.
BI Helper is a third-party SaaS tool that automates the generation and emailing of PDF / PPTX reports from Power BI to users inside and outside your organization.