Set up a job so that every day users receive an excel extract of the data in the Dashboard for daily

[PrakashPalle]

Hi,
I’d like to automate the process of exporting all records from a Power BI dataset to Excel and emailing that data to a list of users. Currently, I’m manually collecting the data from the Power BI Desktop file, exporting it to Excel, and then sharing it with business users.

Could you please guide me on how to automate this workflow?

[v-karpurapud · Accepted solution]

Hi @PrakashPalle 

We have not received a response from you regarding the query and were following up to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

Thank You.

[PrakashPalle]

Hi @v-karpurapud , Issue still there, i replied.

[v-karpurapud]

Hi @PrakashPalle 

Thanks for reaching out to the Microsoft fabric community forum. 

I would also take a moment to thank  @Kedar_Pande  , @danextian and @srlabhe   , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

I hope the below details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you 

   

Best Regards, 
Community Support Team  

[srlabhe]

Other than what @danextian and @Kedar_Pande suggestions

Try to get Power BI Paginated Reports which will help you to set a subscription and with export format as Excel which would help you to send the required reportin excel to all those you want the subcription to be sent.

[PrakashPalle]

Hi @srlabhe , Thank you for your response. I’ve created a Power Automate job, and I am receiving the email as expected. However, when I open the attached file, it doesn’t contain the data I intended to export. Although I included a step to export the data to Excel, the file I received is in an unreadable format and cannot be opened.

[v-karpurapud]

Hi @PrakashPalle 

Thank you for providing the details. From the images, it looks like you are correctly using the “Export To File for Paginated Reports” action with the XLSX format. The issue with the unreadable Excel file is probably due to how the attachment is set up in your Power Automate flow. In the email step, make sure to use the File Content output from the export action as the attachment content, and give the file a clear name ending with .xlsx (such as DailyReport.xlsx). Avoid using the raw body or JSON response from the export step, as this can cause the file to be unreadable. Setting up the attachment this way should ensure the exported report opens correctly as an Excel file.

Regards,

Microsoft Fabric Community Support Team

[v-karpurapud]

Hi @PrakashPalle 

I wanted to check if you’ve had a chance to review the information provided. If you have any further questions, please let us know. Has your issue been resolved? If not, please share more details so we can assist you further.

Thank You.

[danextian]

Hi @PrakashPalle 

If you don't have a premium capacity, an altenative to @Kedar_Pande 's suggestion to is to dump the extract to a SharePoint or OneDrive folder and share this with the users. Ensure that users will be able to disnguish which extract is for which date by naming the files clearly.  Or you can forward the email you received if the file in the first suggestion is sent via an email using:
Power Automate - https://manueltgomes.com/reference/power-automate-action-reference/outlook-365-forward-an-email-acti...

or by creating an Outlook rule - https://support.microsoft.com/en-us/office/use-rules-to-automatically-forward-messages-45aa9664-4911...

[Kedar_Pande]

Create a flow that:

Triggers on a daily schedule

Uses the "Export to File for Power BI Reports" action to export your data

Sends the exported file via email using "Office 365 Outlook"

This requires a Premium capacity or Premium Per User license for the export action.