Forum Discussion

J_S_A's avatar
J_S_A
Icon for Helper I rankHelper I
1 year ago
Solved

Automation of Excel generation from Power BI

Hi, I have a visual table created in a Power BI Report in Power BI Desktop. I would need to export this table to Excel daily and save it in Sharepoint. Is there any way to achieve this in an automa...
Need Help
  • Olufemi7's avatar
    Olufemi7
    1 year ago

    Automating Excel Generation from Power BI (Without Premium)

    Hi J_S_A , 

    I had a similar need  exporting a visual table from a Power BI report daily to Excel and saving it to SharePoint and I found a practical solution using Excel, Outlook, SharePoint, and Power Automate, all without needing Power BI Premium or PPU.

     

     Here’s how I achieved it (No Code Required):

    1. Export the Visual Table to Excel

    • First, I manually exported the visual table from Power BI Service to Excel.
    • I saved the file in a SharePoint document library.

    2. Automate the Daily Email with Power Automate

    • I created a Scheduled Flow in Power Automate:
      • Trigger: Recurrence (daily at a set time).
      • Action 1: Get file content using path from SharePoint.
        • Site Address: Your SharePoint site.
        • File Path: /Shared Documents/YourFile.xlsx
      • Action 2: Send an email (V2) via Outlook.
        • Attach the Excel file.
        • Customize subject and body.

    This setup sends the Excel file automatically every day via Outlook and keeps it stored in SharePoint.

     

    Benefits

    • No need for Premium or PPU.
    • No coding required.
    • Fully automated using Microsoft 365 tools.

    Let me know if you'd like a step-by-step guide, happy to share what worked for me!

     

     

Olufemi7's avatar
Olufemi7
Icon for Super User rankSuper User
1 year ago

Automate Export of Power BI Table to Excel and Save to SharePoint Daily

Hi everyone,

If you need to export a table from your Power BI report to Excel daily and save it automatically to SharePoint, here's a no-code way to do it using Paginated Reports and Power Automate.

What You Need

  • A Power BI report with the table you want to export

  • Power BI Paginated Reports (requires Premium or Premium Per User)

  • Access to Power Automate

  • A SharePoint site and folder to store the files

Steps

1. Create a Paginated Report

  • Use Power BI Report Builder (free tool)

  • Connect it to your dataset

  • Build a report that shows the same table as your visual

  • Publish it to your Power BI workspace

2. Set Up a Scheduled Flow in Power Automate

  • Trigger: Recurrence – set it to run daily

  • Action 1: Export To File for Paginated Reports

    • Choose your report and export format as Excel

  • Action 2: SharePoint – Create File

    • Choose your SharePoint folder

    • Name the file using today’s date (e.g., Report_20250723.xlsx)

    • Use dynamic expressions to avoid overwriting

3. Save and Run the Flow

  • Your flow will run on schedule

  • The Excel file will be created automatically and saved in SharePoint

Notes

  • Paginated Reports require Power BI Premium or PPU licensing

  • If you're using Pro, you can export the data manually and automate the upload with Power Automate

  • This setup uses only built-in tools and no coding needed

If anyone wants help building this step-by-step in Power Automate, I’m happy to walk through it.