Automated/Scheduled Export of Summarized Data to Excel File

[ryan415729]

I have to manually export a drillthrough of a report and email as an Excel file to customers first thing every morning. I've bookmarked the report so that it has all of the filters I need saved but the subscription function doesn't send the full report in Excel format, only PDF or report preview. Is there a way I can use the subscription function or Power Automate to have the Excel file exported and sent to myself every morning? I have a dozen or so reports that need to be pulled manually like this for different customers daily, weekly and monthly so hoping I can set these all up to run on a schedule and either forward to myself or the external contacts themselves.

[KiranHosakote]

Hi @ryan415729 

See if BI Helper https://bihelper.tech works for your use case.

BI Helper is a third-party SaaS tool that automates user-specific PDF generation (i.e., with slicers and filters applied) and emailing from Power BI. In addition, it can generate filtered (user-specific) Excel files on Power BI table and matrix visuals which you can send along with your PDF. Emailing is either manually triggered or set to a schedule. 

You need one Power BI Pro (or higher) license to set up and run your reports in BI Helper. Your end-users can be internal or external to your organization and don't need Power BI licenses to receive their PDF + Excel files in their email. 

[edhans]

You can use Power Automate for this. You'd need to write the appropriate DAX query and have it extract the data and save to CSV for you.

You could also use the Analyze in Excel feature. Connect from Excel, set up the pivot table format as you want, then save the file. Each morning just open the file, Refresh, and send.