Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
5 years ago

Distribute e-mail reports with recipient-specific slicers

Hi everyone,

I'd like to send out monthly pptx reports to different recipients with different slicers applied. Trigger would be manual for now.

Some of the prerequisities are that:

- Different pages for different recipients

- Recipient specific slicers

 

For example:
Person 1, 2 and 3 will get Pages 4, 5 and 6 with Month Slicer = January and Location Slicer = Chicago
Person 4, 5 and 6 will get Pages 1, 2 and 3 with Month Slicer = February and Location Slicer = New York

 

I've been trying to get this to work via Flow but couldn't make it happen.
My idea is either to get 1 job (flow) to do it, or create multiple ones and then create 1 that will be used only as a trigger to start all jobs.

 

Appreciate any help! Thanks much!

5 Replies

  • Yes, this works via Flow. Use either bookmarks or report level filters.

    NOTE: currently only a single report level filter is supported in the export report action.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi bendlin, thanks for your feedback. Please refer to message above.

      • v-easonf-msft's avatar
        v-easonf-msft
        Icon for Community Support rankCommunity Support

        Hi, Anonymous 

        I'm afraid not.If you still have no idea about your problem, you can open a support ticket with MSFT to seek technical support , usually they will have better suggestions.

        Best Regards,
        Community Support Team _ Eason
        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

         

  • v-easonf-msft's avatar
    v-easonf-msft
    Icon for Community Support rankCommunity Support

    Hi, Anonymous 

    Yes, you can  using Flow to export a Power BI report ,such as  PDF, and attaches it to an email to be sent on a monthly basis.

    You can also  indicate specific pages to export in the Pages pageName -1 field or indicate a specific bookmark to display in the Pages Bookmark Name field.

     

    Please  refer to this related documents for more details.

    Export and email a Power BI report with Power Automate 

     

    Best Regards,
    Community Support Team _ Eason

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks for your feedback.

      I tried this but there're too many variables. I have 23 locations which receive 5 pages and separate 3 locations which receive other 5 pages.

      If I'm not mistaken, I'd have to create a bookmark for each location and each page. Maintaining that with change requests would be crazy.
      Any other suggestion? I was looking into paginated reports, are those available in Flow with multiple report-level filters to be applied?