Forum Discussion

pravallikag's avatar
pravallikag
Frequent Visitor
1 year ago
Solved

Power BI Automation with Pro licence

Hi- I have a Power BI Pro license, I need to automatically export a table to Excel every morning at 6 AM with refreshed data, without any manual steps. I tried using 'Analyze in Excel', but since ...
  • Anonymous's avatar
    Anonymous
    1 year ago

    Hi pravallikag  ,

    Thank you for reaching out to the Microsoft Fabric Community. 

     

    Currently, with a Power BI Pro license, there is no built-in way to fully automate the export of report visuals or tables to Excel. The "Analyze in Excel" feature which lets you connect an Excel file directly to a Power BI dataset and work with the data live requires a Microsoft 365 Business license or higher. Since that’s not available in your setup, this option won’t work for you. (Create Excel workbooks with refreshable Power BI data – Microsoft Learn)

     

    While Power Automate is a powerful tool for creating scheduled workflows, it doesn’t support exporting visuals or tables directly from a Power BI report. However, if your report is built on an external data source such as SQL Server, SharePoint, Excel files, or Dataverse you could create a Power Automate flow to pull that data directly from the source and write it to Excel on a schedule. This means Power BI isn't involved in the export, but you still achieve automation.

     

    Another option you could look into is using the Power BI REST API. The Export to File API lets you export full report pages as PDF or PowerPoint files (but not Excel) and requires some setup like registering an app and getting admin consent to use a service principal. This route involves writing a script (in PowerShell, Python, etc.) and running it on a schedule using something like Azure Automation or Windows Task Scheduler. (Export To File in Group – Power BI REST API)

     

    If your goal is to truly automate exporting tabular data from a Power BI report into Excel, you’d need to upgrade to Power BI Premium Per User (PPU) or move to a Fabric Capacity environment. These support Paginated Reports, which are designed for highly formatted reports and can be scheduled to export directly to Excel with full control over layout and formatting. (What are paginated reports in Power BI? – Microsoft Learn)

     

    I hope this gives you an idea, if you need any further assistance, feel free to reach out.

    If this post helps, then please give us Kudos and consider Accept it as a solution to help the other members find it more quickly.

     

    Thankyou.