Forum Discussion
Email Automation with Excel attachments
Good Afternoon All
I have a requirement below. But I am unsure of the best solution. Please could someone advise me and which is best to do.
I have several dashboards and data sets built, all simple tables, currently each day I have a member of staff who exports the data from BI desktop into excel and send the reports to the clients via email. I would like to automate this process and get the reports send to both external and internal users. They would be emailed out with and excel attachment. Which is the best way of doing this?
I have looked into licensing, pro premieum etc, but not sure i fully understand any help would be arppricated.
2 Replies
You can automate this either with Microsoft's Power Automate, Inforiver's Matrix custom visual, or a couple other third-party solutions that exist out there, depending on your exact requirements.
See if this meets your requirements. https://medium.com/bi-helper/automate-the-export-of-filtered-and-sliced-power-bi-table-and-matrix-data-to-excel-987468f4ca65
All you need to implement is a single Power BI Pro license.
