Forum Discussion
Post PartisanSend Power BI report as excel via email using Power Automate
Ahh Sorry I didn't notice you wanted it as an attachment.
Use HTML to embedd the table in the body of the email.
Use CSV to send as an attachment that will open in Excel.
When you are happy it works, change your trigger from manual to Power BI when button is clicked 🙂
Super UserAhh Sorry I didn't notice you wanted it as an attachment.
Use HTML to embedd the table in the body of the email.
Use CSV to send as an attachment that will open in Excel.
When you are happy it works, change your trigger from manual to Power BI when button is clicked 🙂
Post PartisanSamWiseOwl- Thank you for the detailed steps and now I was able to send the report as a csv attachement via email.
One obervation is that , by default
- the grand total appears as first row
- the columns are not ordered as per the report
- measure fields show up as first column.
Is this something we can control to show the total at the bottom and have the same ordering of fields as developed in Power BI report.
- SamWiseOwl
If you expand the CSV step there is an advanced option called columns.
Enter the column name you want, then in the second column use the lighting bolt icon to choose the field from Power BI you want in the column.
Create a new row and repeat for each column.
There is a step called FILTER that you could use to get rid of unwanted rows.
Alternatively you could create an Excel file but that requires OneDrive or SharePoint read write permissions which becomes complicated when a variety of users will be running the script.
Alternatively you could have them all run through your account but where is the fun in that 😛
- POSPOS
SamWiseOwl - Below is a sample report I created.
CSV attachment I received is as below:
As suggested, I checked the advanced options, and I do not see a list of fields from Power BI when clicked on the lighting bolt icon.
List from the lighting bolt icon.
- SamWiseOwl
In the Query you pasted in delete the SubTotal bit if you dont want the grand total, so here I keep the Region[RegionName] bit but delete rollup and "IsGrandTotal" also delete IsGranTotal, 0 from the TopN bit and finally delete IsgrandTotal Desc from the Order By.
The Column order in the Summarize columns is the order of the output.
So here mine is Region, Sum Qty, Sum Price