Forum Discussion
export data from power bi visuals to excel automatically
Hi Anonymous ,
You can create a Power Automate flow to export visual data automatically by clicking the flow button.
Please refer this viedo which introduces it step by step:
Power BI export to excel and csv with Power Automate
Best Regards,
Community Support Team _ Yingjie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
i understand this exports to excel with a click of a button. i am interested in exporting automatically, i.e. setting it up so it is exported and saved every day at a given time without any human intervention. is there a way to do that?
Yes it can be done. I'm not well versed in this. I am doing this with a table. Not sure what other visuals it works with. I also think you need to be a dataset owner. These are the steps I take.
- Power automate scheduled flow (define your timing)
- PowerBI connector, run a query against a dataset. Identify your workspace and dataset. For the query, I'll explain below.
- Create CSV table. From = first table rows
- Current time
- SharePoint Create File. I name my file with currenttime.csv. File content is output
To get the query, I go to PowerBI Desktop > navigate to the page/visual > View > performance analyzer > start recording > refresh visuals > let it run > stop. Select your visual of interest and expand. Copy the dax code. This is what goes back into the query box in #2.
Great, You saved my day.
Could you tell me how to do the same but to generate an Excel document from several tables of a visual, not only from one table?
Hi! Again disclaimer that I am not 100% well versed in the steps. You may need to watch a couple Power Automate videos to finish off the steps. Here are some ideas that could work:
If you can live with a CSV output with each run, then you could grow the Power Automate flow executing 3x "run a query against a dataset", once for each table. Then assign a naming convention+timestamp and drop the CSVs into the destination of your choice.
The trouble I've had with creating an excel file specifically is Power Automate wants an already established table to fill in your content. You could make excel files with tables ahead of time, and include a timestamp column. Then put your content into that table and include the timestamp so you can track it all.
I got tired of parsing CSVs, so I've since moved to SharePoint lists. I am doing mostly the same thing, but the catch is I need to have all of my columns defined ahead of time. SharePoint Lists are also great to pull into PowerBI reports so I've been doing this as much as possible.
I added a new step after the query: Parse JSON. The parse is super helpful to already sort my content into columns. Then I retrieve my SharePoint List (Get Items) and Create Item, looping through everything I pulled. The parse JSON is going to want an example payload, which I know nothing about. So what I do is, run the query database flow, and copy the output of that. Paste it into the example payload for Parsone JSON and it should figure itself out! 🙂
any chance you've got a screenshot of your Power Automate flow to see how you've set up each step in the flow? i'm a bit new to flows unfortunately ...
Hi
When I follow these steps (in the last step instead of sharepoint folder, i created an email step to get the attachment in my mail) i was able to get the attachment to my email, but the wholedata is coming only in the first row, how to get that in seperate rows and columns as in my power bi dataset table visual.
