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Anonymous
Not applicable

How to trigger the power bi report into mail using desktop version

Dear Team,

 

I am new in power bi, I have one requirement to exprot the power bi table into excel and trigger to mail.

 

I would like to rquest to please suggest me the righ way and help me to do it.

 

Thanks in advance.

 

Regards,

Irshad Ahmad

 

1 ACCEPTED SOLUTION

Hi @Anonymous 

 

You can get the trigger on mail when the report refreshed, please read this article:

https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh 

002.PNG

But it's not able to attach the excel file within it. 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.

View solution in original post

6 REPLIES 6
v-diye-msft
Community Support
Community Support

Hi @Anonymous 

 

I don't think it's able to export the data into excel in power bi desktop, desktop supports the csv. when you export data directly, you might consider converting it to xlsx. if needed. 

09.PNG

But you can export the data into excel in power bi service:

001.PNG

For the above 2 methods can't trigger the mail. please kindly raise it as an idea to bring the feature coming soon:

https://ideas.powerbi.com/forums/265200-power-bi-ideas 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.
Anonymous
Not applicable

Thanks for your valuable time.

 

Is this posbile in power bi pro?

 

Regards,

Irshad Ahmad

Hi @Anonymous 

 

The option is available for both Free and Pro users.

 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.
Anonymous
Not applicable

Dear @v-diye-msft ,

 

Thank you for your quick responce.

My rquirement is that if report resfresh then report should be trigger on mail with attached excel file. 

 

 If it is possbile in pro, please share the step so that i can complete my requirement. 

 

Regards,

Irshad Ahmad

Hi @Anonymous 

 

You can get the trigger on mail when the report refreshed, please read this article:

https://docs.microsoft.com/en-us/power-bi/refresh-scheduled-refresh 

002.PNG

But it's not able to attach the excel file within it. 

Community Support Team _ Dina Ye
If this post helps, then please consider Accept it as the solution to help the other members find it more
quickly.
Anonymous
Not applicable

Dear Team,

 

I have power bi pro for 2 mont trial. I want to export data in excel and trigger mail with attached data. 

 

Please suggest me. Is it possbile in power bi pro or not?.

 

Regards,

Irshad Ahmad

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