How to automate email function for any dashboard? also how to define Role based dashboards.

[powerperformer]

Hi, Im trying to automate a process where in created dashboards are sent at a specific interval of time to all the users. Again these dashboards are role based hence our tool must identify what to send even? 

can someone suggest how to accomplish this task in Power BI ?

- powerperformer..

[christinepayton · Accepted solution]

Paginated reports are the recommended way to manage the more complex alerts inside of Power BI. If you have row-level security set up, the data would be filtered to the user's role. You could also try Power Automate if you're feeling adventurous, it's much more "some assembly required". 

[Anonymous · Accepted solution]

Hi @powerperformer ,

One way to achieve this is to use Power Automate, which is a service that allows you to create automated workflows between different applications and services. You can use Power Automate to export your Power BI dashboards as PDF files and attach them to emails that are sent to the users according to their roles and schedules. You can also use Power Automate to trigger the refresh of your dashboards before sending them, so that the users can see the latest data. To learn how to use Power Automate with Power BI, you can refer to this article or this article.

Another way to achieve this is to use the Power BI REST API, which is a set of web services that allow you to programmatically interact with Power BI resources. You can use the Power BI REST API to export your dashboards as PDF files and send them to the users via email or other methods. You can also use the Power BI REST API to refresh your dashboards and manage the permissions of the users based on their roles. To learn how to use the Power BI REST API, you can refer to this article or this article.

Best Regards,

Neeko Tang

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[christinepayton · Accepted solution]

Paginated reports are the recommended way to manage the more complex alerts inside of Power BI. If you have row-level security set up, the data would be filtered to the user's role. You could also try Power Automate if you're feeling adventurous, it's much more "some assembly required".