Forum Discussion
schedule excel export
Hi viswaaa ,
This is actually a clever solution (to me atleast). You can maintain the formatting in Excel as well in this way.
If you want to hook the paginated report up in a Power Automate flow to automate the saving to OneDrive part, even then there is an easy step available to do it since paginated reports export to excel without a fuss. From my experience, paginated reports have a tendency of introducing small additional cells in Excel around edges (or new pages in pdf) when the placement is not done right in the report builder but with some care this is not really an issue.
This is a very common Power BI requirement, and yes it is possible, but not directly with native scheduling alone. Let me explain clearly and practically
STEP 1: Prepare Your Visual
Ensure your visual is:
- Table or Matrix (best for Excel export)
- Uses measures & fields you want in Excel
- Publish the report to Power BI Service
STEP 2: Create Power Automate Flow
- Go to Power Automate
- Create → Scheduled Cloud Flow
- Set frequency (hourly / daily etc.)
STEP 3: Export Power BI Visual
Use this action:
Power BI → Export to file for Power BI reports
Configuration:
Workspace
Report
Export format → Excel (.xlsx)
(Optional) Apply filters if needed
Note: This exports visual-level data, not the whole dataset.
STEP 4: Save to OneDrive or SharePoint
Add action:
OneDrive → Create File
OR
SharePoint → Create File
Use:
File Name: Visual_Export_@{utcNow()}.xlsx
File Content: Output from Power BI export step
STEP 5: (Optional) Notify
Send Email / Teams message after success
🔐 License Requirements (Important)
Export via Power Automate ===> Power BI Pro
Large datasets / heavy exports ===> Premium (recommended)
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Hi Jaywant-Thorat ,
I could be wrong but I have a gut feeling that step 3 will not work. Unless added recently, I don't think there is a way to target a specific visual in a report and export its contents. The Export action typically works with paginated reports or whole report exports (PDF/PPTX), not individual visual data to Excel.