BI Report to PDF and EMail using Microsoft Flow

Question

Hi everyone... I'm hoping this is the right group to post in.

I have a one page dashboard. It's a really good dashboard that summarises the status and financial overview of 500+ projects for many different customers and teams.

We want to PDF the one page report and e-mail it to a distribution group. This is really important as a simple consumption mechanism for senior leaders. ... yea... I know... PDF vs. online interactive... I get it.

The thought is that a Microsoft Flow that runs on a schedule, generates a PDF from the Report URL and then e-mails out.

So the trigger and e-mail parts of the Microsoft flow are easy. How do I / Can I trigger BI to generate the PDF from the report page (can the built in PDF functionality of Power BI be called?).

I have looked at what I see as the built in available options in Microsoft Flow and have not succeeded in getting the report to PDF generation done (I did get the URL in a PDF file... not really what I was seeking). I've tried with plumsail and looked at Muhimbi (maybe not enough?)

- David

gilbertq · Answer

You could have a look at this product from a good friend of mine which does exactly what you are after : https://www.powerbitiles.com/?app=PBIRobotsYou can schedule the emails to run at a specific time every day as with this blog post: https://powerbi.microsoft.com/en-us/blog/e-mail-subscription-time-based-scheduling-now-available/

eldonfields · Answer

Gilbert, what is the triggering event on a subscription?&nbsp; It is a change of a value on the dashbaord.&nbsp; What if the dashboard does not change for a few days?&nbsp; Can an email still be sent on a daily basis with the current status?

anonymous · Answer

Did you find a solution? I want to do exactly the same (pdf and if it's not possible, power point).eldonfields&nbsp;wrote:Gilbert, what is the triggering event on a subscription?&nbsp; It is a change of a value on the dashbaord.&nbsp; What if the dashboard does not change for a few days?&nbsp; Can an email still be sent on a daily basis with the current status?&nbsp;

v-piga-msft · Answer

Hi&nbsp;dgwilson,
&nbsp;
The&nbsp;Export to PDF&nbsp;feature is only available with&nbsp;Power BI Desktop, and is not currently available in the&nbsp;Power BI service.
&nbsp;
You could export your report to PDF in Power BI Desktop(after August version ).
&nbsp;
In addition, we could export the report in Power BI Service to Powerpoint.
&nbsp;
Best Regards,
Cherry

dgwilson · Answer

OK, bad brain moment thinking I could PDF in the service.&nbsp;Powerpoint would be an OK alternative.&nbsp;Now, can I do that from a FLOW (script?)&nbsp;- David

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BI Report to PDF and EMail using Microsoft Flow

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