Forum Discussion

viswaaa's avatar
viswaaa
Helper IV
7 months ago
Solved

schedule excel export

Hi All,

 

I have a requirement where I need to send a visual data from a report as an excel export to my onedrive or share point.

My report contains only one visual.

Please help me how to get this requirement done.

 

 

Need Help
  • alish_b's avatar
    alish_b
    7 months ago

    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.

8 Replies

  • xifeng_L's avatar
    xifeng_L
    Super User
    7 months ago

    Hi viswaaa 

     

    You can use PowerAutomate's automated cloud streaming, select the timer as the trigger, and then add the following actions:

     

    1. Running PowerBI DAX Query

    2. create csv file / excel file

    3. create file on onedrive/spo

     

     

    Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

     

    Thank you~

    • viswaaa's avatar
      viswaaa
      Helper IV
      7 months ago

      Hi All,

       

      I am doing in this way.

      I created a paginated report using this and scheduled the paginated report using subscriptions and able to get the excel to my email

      Please let me know your thoughts.


       

      • alish_b's avatar
        alish_b
        Super User
        7 months ago

        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.

  • Jaywant-Thorat's avatar
    Jaywant-Thorat
    Super User
    7 months ago

    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:

    1. Table or Matrix (best for Excel export)
    2. Uses measures & fields you want in Excel
    3. Publish the report to Power BI Service

    STEP 2: Create Power Automate Flow

    1. Go to Power Automate
    2. Create → Scheduled Cloud Flow
    3. 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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    Appreciate your Kudos!!

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    • alish_b's avatar
      alish_b
      Super User
      7 months ago

      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.

  • danextian's avatar
    danextian
    Super User
    7 months ago

    Hi viswaaa 

    You  need to run a query against a dataset using Power Automate on schedule. The query can be copied from the the DAX query generated using Performance Analyzer. Note: The generated query includes all filters applied from slicers and the filter pane as welll as the total/subtotal rows your visual may have generated.

     

    Please also refer to this YouTube video  - https://youtu.be/G47_IWkhUQg

     

  • cengizhanarslan's avatar
    cengizhanarslan
    Super User
    7 months ago

    You have two main options to achieve this.

    Option 1 – Paginated Report
    Create a Paginated Report for the table and use its subscription feature to export the data to Excel and deliver it to OneDrive or SharePoint. This is the most robust and natively supported option.

    Option 2 – Power Automate
    Use Power Automate to export the visual data:

    • Get the DAX query from Performance Analyzer

    • Create a Power Automate flow

    • Trigger: Manual or Power BI data-driven alert

    • Action: Export to file for Power BI reports

    • Format: Excel (.xlsx)

    • Select the report and the single visual or page

    • Action: Create file

    • Destination: OneDrive for Business or SharePoint

    Both approaches work; Paginated Reports are better for scheduled, pixel-perfect exports, while Power Automate is best for automation and flexibility.