Forum Discussion
Populate report with email content
New user of Power Bi with a potentially daft question.
As part of my job I recieve customer satisfaction surveys. These take the form of emails containing text displaying the survey results. e.g.
How would you rate your experince? 4
How would you rate the response time? 5
Is there anything we could do to improve our service? Customer answer here.
I want to create a power BI dashboard for these surveys. My hope is that i can create a flow that extracts the questions and scores from the email and updates a dataset with them. At the moment i am having to manually enter them which is very time consuming.
Ideally the flow would be
Email comes in to survey inbox -> Questions and answers are extracted and populated on a powerbi dataset, power bi report is then updated with the new data.
Is there a way to do this?
Thanks,
Andy
If your organization is using Microsoft Exchange Server to provide email, you can use Microsoft Exchange connector to import email data into Power Query Editor. Go to Get Data > Other > Microsoft Exchange.
Once you connect to your email account and select Mail in Navigation window, it will load all emails under this account. You can filter rows to keep only survey emails and remove unneed columns. In Body column, you will see all data in Email body. You can expand this column and select TextBody.
Then you can transform the TextBody column to extract questions and answers into the format you want. Once you have shaped the data into the format you want, you can create a report based on it easily.
Here is a blog for your reference: Using PowerQuery with Email - The Excelguru Blog
Regards,
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.
3 Replies
Yes. Your Flow could write each email to a file on SharePoint/OneDrive and then use PBI to transform and combine those files. Or your Flow could parse the data and send it to a SharePoint list, Dataverse for Teams, or a PBI Streaming Dataset.
Pat
If your organization is using Microsoft Exchange Server to provide email, you can use Microsoft Exchange connector to import email data into Power Query Editor. Go to Get Data > Other > Microsoft Exchange.
Once you connect to your email account and select Mail in Navigation window, it will load all emails under this account. You can filter rows to keep only survey emails and remove unneed columns. In Body column, you will see all data in Email body. You can expand this column and select TextBody.
Then you can transform the TextBody column to extract questions and answers into the format you want. Once you have shaped the data into the format you want, you can create a report based on it easily.
Here is a blog for your reference: Using PowerQuery with Email - The Excelguru Blog
Regards,
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.If your organization is using Microsoft Exchange Server to provide email, you can use Microsoft Exchange connector to import email data into Power Query Editor. Go to Get Data > Other > Microsoft Exchange.
Once you connect to your email account and select Mail in Navigation window, it will load all emails under this account. You can filter rows to keep only survey emails and remove unneed columns. In Body column, you will see all data in Email body. You can expand this column and select TextBody.
Then you can transform the TextBody column to extract questions and answers into the format you want. Once you have shaped the data into the format you want, you can create a report based on it easily.
Here is a blog for your reference: Using PowerQuery with Email - The Excelguru Blog
Regards,
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.
