sending email for summary table and detailed list together

[jeongkim]

Hi,

I can automatically share bottom list using paginated report but how can I also attach top summay table?

Ideal is add top table in email body as snapshot as it is and attach .xlsx file for bottom detailed list which is created as paginated report in other place. 

[freginier]

Hey there!

Here are a few options for you: 

Create the Summary Table in Power BI

• Summary Table (Top Table): In Power BI, create a table visualization for your summary data (as seen in the top table of your image). This table will include the summarized data that you want to appear in the email body.

2. Create the Detailed List in Power BI

• Detailed List (Bottom Table): Similarly, create another table visualization in Power BI for your detailed list data, like the one shown at the bottom of your image. This will be used for the attachment.

3. Use Power BI Paginated Reports

• Paginated Report for Detailed Data: Power BI Paginated Reports are ideal for exporting detailed tables. This report can be designed for your detailed data, and it can be exported to an Excel file (.xlsx) as required.

  • Design the paginated report in Power BI Report Builder.

  • Ensure that the report for the detailed list is ready to be exported.

4. Automate the Email with Power Automate

• Triggering the Email: Use Power Automate to automatically send the email.

  • Start by triggering the Power Automate flow, either on a schedule or based on an event.

  • Add a Power BI action to extract the summary data (Top Table) and add it to the email body.

• Add Paginated Report as Attachment:

  • Use Power BI Export to File to export the paginated report (your detailed list) in .xlsx format.

  • Attach the exported file to the email sent via Power Automate.

Hope this helps!

😁😁