Forum Discussion
How to send generic emails with attachments in Power Bi
Hi, complete novice to Power Bi and need to be able to send emails to selected addressees from a database, connected to power bi.
The email body needs to contain wording from a generic template, depending on certain result criteria (Again, provided by the database)
these emails also need to contain an attachement that will show the findings on each product test which is where the result and emails relate to.
Examples:
Product 1 - Test 1 - Attachement document showing test findings. Result: Inconclusive email body required. Emails: [email protected]; [email protected];
Product 1 - Test 2 - Attachement document showing test findings. Result: Fail email body required. Emails: [email protected]; [email protected];
Product 2 - Test 1 - Attachement document showing test findings. Result: Pass email body required. Emails: [email protected]; [email protected];
Product 2 - Test 2 - no email required.
I have done some online research but as I am ery new to power Bi i almost need an 'Idiot' guide to decribe it step by step. I believe I need power automate but Im not sure.
Any ideas?
Many thanks!
Hi, Jo7747
Power BI does not have built-in email functionality, but you can use a third-party tool or service to accomplish this. One option is to use Microsoft Power Automate (formerly known as Microsoft Flow) to create a workflow that sends emails with attachments based on certain criteria.
Here are the steps to send generic emails with attachments in Power Automate:
- 1. Create a new flow in Power Automate and choose the trigger that will start the flow. For example, you can use the "When an item is created or modified" trigger in SharePoint or the "When a new row is added or modified" trigger in Excel Online.
- 2. Add a condition action to check the criteria for sending the email. For example, you can check if a certain column in your data source meets a specific condition.
- 3. If the condition is met, add an action to create a PDF report based on your data. You can use the "Convert to PDF" action in Power Automate to generate the PDF report.
- 4. Add an action to send an email with the PDF report attached. You can use the "Send an email" action in Power Automate and attach the PDF report to the email.
- 5. Use a generic email template and fill in the appropriate details based on the results of your analysis. You can use the "Send an email" action to customize the email body based on the data in your report.
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 Reply
v-zhangtiCommunity Support
Hi, Jo7747
Power BI does not have built-in email functionality, but you can use a third-party tool or service to accomplish this. One option is to use Microsoft Power Automate (formerly known as Microsoft Flow) to create a workflow that sends emails with attachments based on certain criteria.
Here are the steps to send generic emails with attachments in Power Automate:
- 1. Create a new flow in Power Automate and choose the trigger that will start the flow. For example, you can use the "When an item is created or modified" trigger in SharePoint or the "When a new row is added or modified" trigger in Excel Online.
- 2. Add a condition action to check the criteria for sending the email. For example, you can check if a certain column in your data source meets a specific condition.
- 3. If the condition is met, add an action to create a PDF report based on your data. You can use the "Convert to PDF" action in Power Automate to generate the PDF report.
- 4. Add an action to send an email with the PDF report attached. You can use the "Send an email" action in Power Automate and attach the PDF report to the email.
- 5. Use a generic email template and fill in the appropriate details based on the results of your analysis. You can use the "Send an email" action to customize the email body based on the data in your report.
Best Regards,
Community Support Team _Charlotte
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.