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ERing
Post Partisan
Post Partisan

Suggestions for setting up a recurring email for a table visual?

I have a simple report that shows missed inbound calls to a call center. I've been asked to set up an email that would send out an Excel export of this table visual to specific users, allowing them to reach back out to the customers.

Preferrably, the email would go out twice daily. The first email would go out to my business users at 7:00 a.m. and would be for calls with  [Call Start Time] between 12:01 p.m prior day to 5:59 a.m current day. Later in the day, at 2:00 p.m., the second email would be for [Call Start Time] between 6:00 a.m and 12:00 p.m of the current day.

I've never set up anything email related in PowerBI, so I'm looking for suggestions on how to accomplish this.

 

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2 REPLIES 2
collinq
Super User
Super User

Hi @ERing ,

 

I think the best method would be the Dynamic Subscriptions that just came out.  You can find all the details of how to set that up here:

Create a dynamic subscription for a Power BI report (Preview) - Power BI | Microsoft Learn

That is for if you have a capacity subscription.

If you are just wanting to do this without a capacity tenant and with  a bunch of criteria I think that the method of choice would be to use Power Apps and to create an email.  




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@collinq Thank you. I don't think the Dynamic Subscriptions will work as it is currently limited to just 50 rows. I anticipate my table will have more than 50 rows.

I'll look into PowerApps per your suggestion.

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