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superpower
Frequent Visitor

schedule excel export to email

Hello!

We want to send Power BI reports to customer's email on a schedule basis in an Excel format. I tried using Power automate but the format available is only pdf, ppt. But how can we generate using excel format?

Thank you

 

1 REPLY 1
jaweher899
Super User
Super User

You can use the Power BI REST API to export a Power BI report in an Excel format. You can use Power Automate to call the REST API and then email the Excel file to your customers on a schedule basis.

Here is the basic steps you can follow:

  1. Get an access token: Use the Power BI authentication API to get an access token that you can use to call the Power BI REST API.

  2. Export the report: Call the Power BI Export API and specify the format as "Excel". You can use the access token obtained in step 1 to authenticate the request.

  3. Save the Excel file: Save the exported report in a specific location where you can access it later.

  4. Email the Excel file: Use Power Automate to email the Excel file to your customers. You can use a recurring flow to schedule the email at specific intervals.

Please note that this approach requires some technical knowledge and coding skills. You can find more information about the Power BI REST API and how to use it in the official documentation.

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