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JoeCrozier
Helper II
Helper II

Automating PDF Export of Dashboard for Each Slicer Option

I feel like this might be similar in a sense to this question, but hopefully even more basic.

 

I’ve got a dashboard that looks like this:

 

JoeCrozier_0-1744987709775.png

 

 

It works great—my end users are happy with it. There’s a slicer for Protocol No, with about 30 different options. Selecting one updates the visuals across the page.

Now, my users want to receive a static PDF version of the report every week, with one page per Protocol No. Basically, they want the equivalent of me manually selecting each slicer option, taking a screenshot, and repeating 30 times—then compiling those into a single PDF and sending it.

My first idea was to recreate the dashboard in a paginated report, but that turned into a beast with subreports and performance issues—it was effectively running 100+ reports per export. Not ideal.

I also suggested embedding the Power BI dashboard in a PowerPoint file and exporting that, but they really want it to be static PDF format.

I know Power BI supports subscriptions, but as far as I can tell, you’d have to create and manage 30 individual subscriptions, one per Protocol, and manually update them whenever a new Protocol is added.

So… am I missing an obvious solution here?

Is there a clean or automated way to:

  • Loop through each Protocol No in the slicer

  • Render the dashboard with that filter applied

  • Capture that page into a PDF (or image)

  • Combine all pages into one file

  • And email it to someone on a schedule?

Any thoughts or workflows others have used to solve something like this?

Thanks in advance!

1 ACCEPTED SOLUTION
lbendlin
Super User
Super User

This is a nightmare waiting to happen.  You could use Power Automate to create individual PDFs , one for each filter.  But then you would need to use a commercial tool to combine all PDFs.

 

Or you could have 30 hidden pages in your PBIX, one for each filter, and then export just those pages via Power Automate.

lbendlin_0-1744988865358.png

 

 

Push back on the requirement.

View solution in original post

3 REPLIES 3
Deku
Super User
Super User

You could create a user group per protocol and do use dynamic subscriptions. Then only need one subscription but apply a different filter per user group.


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lbendlin
Super User
Super User

This is a nightmare waiting to happen.  You could use Power Automate to create individual PDFs , one for each filter.  But then you would need to use a commercial tool to combine all PDFs.

 

Or you could have 30 hidden pages in your PBIX, one for each filter, and then export just those pages via Power Automate.

lbendlin_0-1744988865358.png

 

 

Push back on the requirement.

We definitely are.  We're meeting later today to discuss.  In the meantime i am toying with power automate to export png's and combine those (so I dont need a third party tool to combine pdf's)

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