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Anonymous's avatar
Anonymous
Not applicable
4 years ago
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export data from power bi visuals to excel automatically

How can I 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.

21 Replies

  • mahoneypat's avatar
    mahoneypat
    Microsoft Employee

    The best way is to publish your Power BI Dataset, build a paginated report with the data you want, publish that and subscribe to it at the desired frequency.  Use a unique string in the subject line so you can use it to trigger a Flow that stores the file somewhere (e.g., SharePoint library).

     

    Pat

     

    • pjbiii's avatar
      pjbiii
      New Member

      But only with a Premium subscription and capacity, which is $$$$/mo. 

    • momo_man's avatar
      momo_man
      Frequent Visitor

      can you expand on this more what unique string do we need

  • v-yingjl's avatar
    v-yingjl
    Community Support

    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.

    • Anonymous's avatar
      Anonymous
      Not applicable

      v-yingjl wrote:

      You can create a Power Automate flow to export visual data automatically by clicking the flow button.


       

      It's not really an automatic export if it requires pressing a button, is it?

       

      How would one export the data from a table without the button press (e.g. every evening at 8pm)?

    • pjbiii's avatar
      pjbiii
      New Member

      How can I trigger the "Power BI data" variable without creating a button inside of PowerBI. I want to use Power Automate to grab a specific visual and make it a variable, then drop it into Teams without having to write a whole app to do it. 

    • Anonymous's avatar
      Anonymous
      Not applicable

      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?

      • uzeq's avatar
        uzeq
        Advocate I

        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.

        1. Power automate scheduled flow (define your timing)
        2. PowerBI connector, run a query against a dataset. Identify your workspace and dataset. For the query, I'll explain below.
        3. Create CSV table. From = first table rows
        4. Current time
        5. 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.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Just open the paginated report in the workspace. On Top you will find subscribe to report. Do that and set the export as .csv. It will work.

    This excel export works only for paginated reports (.rdl). and not for .pbix reports. Refer to this image:

  • shaher12's avatar
    shaher12
    Frequent Visitor

    If i want to export the power bi data to excel by using power automated but save the excel file in local not in OneDrive or SharePoint .Is it possible?

    • PoweredOut's avatar
      PoweredOut
      Resolver I

      Just sync your one drive or sharepoint folder with your computer and it will be local as well as online

  • Is that true? Scheduling an automated export without 'human intervention' requires a Premium/Capacity license?