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Rose__123
Helper II
Helper II

Set up flow that converts Power BI table to an Excel sheet and send as attached file in email

‎09-12-2021 05:05 AM

Hi 

I have a Power BI table, which I would like to send in an updated version as an excel file to an email every month. I have only found a way to update an already existing excel file. 

How can I do this?

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mahoneypat
Microsoft Employee
Microsoft Employee

‎09-12-2021 12:11 PM

The best way to do this is to publish your Power BI report/dataset, set up scheduled refresh, make a simple Paginated Report with the table/data of interest, and then subscribe to that report at the desired frequency.  You can then have a flow that triggers off receipt of that email, and sends a new email with the Excel file attached.

 

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

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@mahoneypa HoosierBI on YouTube


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mahoneypat
Microsoft Employee
Microsoft Employee

‎09-12-2021 12:11 PM

The best way to do this is to publish your Power BI report/dataset, set up scheduled refresh, make a simple Paginated Report with the table/data of interest, and then subscribe to that report at the desired frequency.  You can then have a flow that triggers off receipt of that email, and sends a new email with the Excel file attached.

 

Pat





Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

To learn more about Power BI, follow me on Twitter or subscribe on YouTube.


@mahoneypa HoosierBI on YouTube


Message 2 of 3
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Rose__123
Helper II
Helper II
In response to mahoneypat

‎09-23-2021 01:07 PM

@mahoneypat  thank you for the reply! Is it possible to implement Row Level Security from the Power BI report into the Paginated Report? 

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