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

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

    Thank you so much for the kind feedback

    I truly appreciate it!

     

    I am glad the step-by-step walkthroughs were helpful, and it's great to see interest in both the manual and no-code options across Windows and Mac.


    J_S_A  feel free to let me know if you had a chance to try it out or if you'd like help with any of the steps.

     

    Always happy to support fellow community members and dive deeper where needed.

     

    Thank you again for the thoughtful mention!