Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now! Learn more

Reply
Anonymous
Not applicable

Is it possible to use PowerBI/Automate to automate data file export to email, sharepoint, anything?

I've been following this one over the years and I know there have been updates recently. Every day, I open an excel file, refresh a dataflow, save as csv and to a client. 

 

I saw the thread about locating the file on azure, but I won't have that level of access with the size of my organization. I have premium powerbi access & premium workspaces, but thats about it.

 

I've also seen other workarounds, but they end up being powerBI reports/PDFs instead of the raw data file we need. I saw one with a script that works in PowerBI desktop, but not in the cloud. I've tried searching for other workarounds, knowing that if I can get it into sharepoint as a csv or a list that I could get into an email. It seems like everything still involves a manual trigger, which kind of defeats the purpose. 

 

A lot of threads are older as well, and I don't have the same button/features in the interface anymore to try. Am I at a dead end? 

5 REPLIES 5
Anonymous
Not applicable

I cannot tell you how much I have been experimenting with this very issue over the last week. If someone has a solution, I will be forever thankful. I finally got a query working in Excel and need to export into .csv and email the export to a client, but like you said, the refresh portion is the issue. I tried Power BI options for the refresh but keep running into a wall there, too.

Yes, you can do this in Power Automate with the "query a dataset" action. Here's a how-to video: https://www.youtube.com/watch?v=5-0KH0IiDjU 

Anonymous
Not applicable

This seems to have almost gotten me there but maxed out at 50kb or 500 rows

Yes, the query a dataset does have that limitation. You could potentially break up your query into multiple flows to get around this (just apply a filter to the query). It's possible someone else has a more creative solution also. 

Anonymous
Not applicable

Appreciate the reply as well as the content production! Will go through it now. Thank you, @christinepayton

Helpful resources

Announcements
Power BI DataViz World Championships

Power BI Dataviz World Championships

The Power BI Data Visualization World Championships is back! Get ahead of the game and start preparing now!

December 2025 Power BI Update Carousel

Power BI Monthly Update - December 2025

Check out the December 2025 Power BI Holiday Recap!

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.