Forum Discussion
Schedule PBI report to excel
Hello,
My customers need to automatically export one of my PowerBI Reports to Excel monthly, on the 1st of each month, and store it on a specific folder.
I use PowerBI Report Server (on premise). How can I do that ?
Thank you for your help !
Christophe Durlin
Hello there Whitbread ! Currently there aren't ways of automating this extraction process (at least that I'm aware of), not even with Power Automate, unless you use a Premium PA license which may be a way to get there by calling the API via an HTTP action (not sure, maybe you can get an answer in the PA community). But using the HTTP action is a Premium action which is not included with the Office 365 license though. Anyway, there kinda is a workaround that you can try but it does have its limitations and considerations. Here is a link with a possible solution to your case:
How to Auto-Schedule Data Export From Power BI - sqlitybi
Please keep in mind that since you need the export to be once every 1st day of the month you would need a PA flow to refresh the dataset a trigger the excel export action via the R script. This may require you to create a separate dataset from the original one just for the automation purpose.
Hope this answer solves your problem!
If you need any additional help please @ me in your reply.
If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
Thanks!
You can also check out my LinkedIn!
Best regards,
Gonçalo Geraldes
2 Replies
- goncalogeraldes
Super User
Hello there Whitbread ! Currently there aren't ways of automating this extraction process (at least that I'm aware of), not even with Power Automate, unless you use a Premium PA license which may be a way to get there by calling the API via an HTTP action (not sure, maybe you can get an answer in the PA community). But using the HTTP action is a Premium action which is not included with the Office 365 license though. Anyway, there kinda is a workaround that you can try but it does have its limitations and considerations. Here is a link with a possible solution to your case:
How to Auto-Schedule Data Export From Power BI - sqlitybi
Please keep in mind that since you need the export to be once every 1st day of the month you would need a PA flow to refresh the dataset a trigger the excel export action via the R script. This may require you to create a separate dataset from the original one just for the automation purpose.
Hope this answer solves your problem!
If you need any additional help please @ me in your reply.
If my reply provided you with a solution, please consider marking it as a solution ✔️ or giving it a kudoe 👍
Thanks!
You can also check out my LinkedIn!
Best regards,
Gonçalo GeraldesHello Gonçalo,
Thank you for your tip. Very interesting ! Well, I need to export the report side of the PBI report and it uses several data sources. Exporting data sources only will not help my customers.
I don't understand why Microsoft dosen't have that functionnality in standard mode. This is so useful for many people. I hope Microsoft will develop this soon !!
Thank you for your answer and thank you for the R side of PBI I didn't know about it.
Christophe
