Schedule PBI report to excel

[Whitbread]

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

[goncalogeraldes · Accepted solution]

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!
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Best regards,
Gonçalo Geraldes 

[Whitbread]

Hello 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