Automation of Excel generation from Power BI

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!