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inema
New Member

Automate power BI processus

I'm working on a Power BI project that:

1/Takes data from Google Sheets

2/Makes some modifications with power Query (or any other program)

3/Create the rapport 4/send it to the client

What i want to do is to automate these 4 steps. the data's structure is the same, the content and the title of the columns are different from google sheets to other (depend on the client).

I'm new with BI and pretty inexperienced with Power BI so apologies if there is a simple answer to this question or if i didn't explain it as well as possible. I need your help please.

2 REPLIES 2
V-lianl-msft
Community Support
Community Support

As far as I know, it can't be fully automated if the column titles are different

lbendlin
Super User
Super User

the general setup would be:

 

create a Power BI report with the google sheets as the data source

publish the report to a workspace and/or app (if you are on Premium)

use Power Automate to create a scheduled flow that creates report exports (including report filters for the different clients) and then send the emails.

 

This is some very heavy lifting for someone new to Power BI and Power Automate.  Good luck.

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