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Pedro_Ziggy
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Partially syndicated - Outbound

[Power BI Report Builder] - button that generates a report from MS Excel to PDF

Hello Community!

 

My scenario:
1. We have a report (paginated, prepared in Report Builder) which is downloaded by the user from Service by generating it into an MS Excel file.
2. The user verifies the content and makes any corrections manually (that's why we generate the file to MS Excel + it is a tabular structure).
3. In an ideal scenario, the user clicks the "Print PDF" button (in Excel) which contains some function/macro (as below) and we receive a PDF file.

Pedro_Ziggy_0-1721745901828.png

Result - we got a new file saved in PDF (only with 1 click).

 

Question: How do I reflect this in Report Builder? Is it possible and if so, how? Can I add a VBA macro to Report Builder or other code that will allow us to achieve the same effect? The alternative is File -> Print -> to PDF (a few more clicks, the same effect, but in the case of thousands of such documents, it is important to reduce manual work).

Thanks! I am looking forward to your support.

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v-zhouwen-msft
Community Support
Community Support

Syndicated - Outbound

Hi @Pedro_Ziggy ,

I haven't found any articles on using macros with Report Builder yet.

If you need to export paginated reports multiple times, you can use Power Automate to automatically export Power BI paginated reports to the local file system. This method requires setting up a flow that triggers the export based on specified conditions.

Before you start using Power Automate to export paginated reports, make sure the following conditions are met:

1. You can publish to My Workspace, or you have at least a Contributor role in any other workspace.
2. You have access to the standard connectors in Power Automate that come with any Office 365 subscription.

For details, please refer to the following article:

Save a paginated report to a local folder with Power Automate - Power BI | Microsoft Learn

 

Best Regards,
Wenbin Zhou

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2 REPLIES 2
Pedro_Ziggy
Regular Visitor

Syndicated - Outbound

I assume that the described situation (functionality) is not possible to implement in Report Builder. I am closing this thread.

v-zhouwen-msft
Community Support
Community Support

Syndicated - Outbound

Hi @Pedro_Ziggy ,

I haven't found any articles on using macros with Report Builder yet.

If you need to export paginated reports multiple times, you can use Power Automate to automatically export Power BI paginated reports to the local file system. This method requires setting up a flow that triggers the export based on specified conditions.

Before you start using Power Automate to export paginated reports, make sure the following conditions are met:

1. You can publish to My Workspace, or you have at least a Contributor role in any other workspace.
2. You have access to the standard connectors in Power Automate that come with any Office 365 subscription.

For details, please refer to the following article:

Save a paginated report to a local folder with Power Automate - Power BI | Microsoft Learn

 

Best Regards,
Wenbin Zhou

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