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

Power BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.

Reply
cmaeqpwl
Frequent Visitor

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 

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
Join our Fabric User Panel

Join our Fabric User Panel

This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.

June 2025 Power BI Update Carousel

Power BI Monthly Update - June 2025

Check out the June 2025 Power BI update to learn about new features.

June 2025 community update carousel

Fabric Community Update - June 2025

Find out what's new and trending in the Fabric community.