I have created a survey using Excel Online survey function. The answers of respondents will generate an X and Y coordinate (as well as some data about them so they can be contacted). I have created verbal descriptions of what these XY positions on the graph mean and tabled them in Excel.
I want to create the following functionality to be executed automatically but am new to Power BI:
Essentially, each time a survey response is received, an individual, custom report will be generated, saved in PDF format and an automatic email response sent to the respondent with the PDF attached, or an alert to me to send the report to the respondent.
So, I have many questions and steps to learn:
1) how to automatically signal BI to generate a report for each new response to the Excel Survey?
I think I can figure out how to format the report so the XY graph and the boxes containing the descriptions are all consistently generated.
2) how to automatically save the generated report in PDF format.
3) how to automatically alert me about the new report, or automatically send the report to the respondent.
Thoughts, tips or pointing in the direction of appropriate tutorials would be appreciated.
Thank you,
BI Newbie
