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NTAJM's avatar
NTAJM
New Member
4 years ago

Parsing bookmarks as filters for rolling report subscriptions (exports)

Hi there, I'm relatively new to Power BI so your wisdom and guidance is much appreciated! I'm working on a feature where we want to allow email subscription to a given report that works on a roll...
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Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi NTAJM ,

I'm not quite sure what you need, do you want to send a subscription email at the beginning of each month with reports showing only the previous month's data? It is worth noting that email subscriptions are sent with the report's default filter and slicer states. Any changes to the defaults that you make after subscribing don't show up in the email. Please find the details in the following official documentation.

Subscribe to a report or dashboard in the Power BI service

Here is one similar idea shared on Power BI Ideas , you can vote it up and add your comments there to improve Power BI on this feature. And you can raise one new idea ticket on Power BI Ideas. 

In addition, please check whether the following link can achieve your requirement.

Filter a report using query string parameters in the URL

https://reportserver/reports/powerbi/Store Sales?rs:Embed=true&filter= Store/Territory eq 'NC' and Store/Chain eq 'Fashions Direct'

Best Regards

  • NTAJM's avatar
    NTAJM
    New Member
    4 years ago

    Hi there,

     

    Thank you for responding! I'm relatively new to Power BI so I suspect I'm using the wrong terminology. I found the first link you provided quite confusing (e.g. I don't know what "default filter and slice states" are), so I'll try to rephrase what we're trying to do.

    So the basic idea is that our users look at reports each day, and sometimes they change the values for certain fields and make a bookmark. So far, so good.

     

    But then, they decide they want to receive that same report, with those same bookmarked changes/values, sent to their email each month with (as you said) only the last month's values. If they try to subscribe to that bookmark (so to speak), then the date won't change.

    For example:

    - I want all the student grades, for ninth grade only, for the dates 1 January to 31 January. If I subscribe to this bookmark as things stand currently, I will continually be sent the ninth-grade reports for January in February, March, April, etc.

     

    What I would want is that I get sent the ninth-grade reports, but with rolling dates of content. Is there any way to do this using bookmarks? Or alternatively, is there some way to 'parse' bookmarks into filters so I can use the "FIlter a Report by Parameter" link as you sent?

    My last question is with regards to a one-liner low down on that same link: is it true that we could not, for example, subscribe to/export a PDF with filters on it? Are there any plans to change that?

    All the best and thanks again!

     

     

  • NTAJM's avatar
    NTAJM
    New Member
    4 years ago

    It does also look like the "Ideas" post is in regards to what we need: I've been trying to find a workaround using file exports and then sending emails from our system, but certainly an integrated subscription system would be a lot cleaner. Is there any update as to when this is expected? If so, I can at least feed it back to my client as an estimate for when we can work on this without spending a lot of hours/effort on it.