¿How to Dynamically Export Filtered Data from Power BI to Excel Using a Button or Power Automate?

[amaaiia]

Hi,

I’m looking for a way to export a Power BI report to Excel while respecting the page-level filters applied. My goal is to generate an Excel file containing data from the semantic model that feeds the PBI report, but filtered by the values manually selected by the user in the report. For example, if I have a field called "Team" with possible values A, B, and C, and the user filters by value A, I want the generated Excel file to include only the data for value A in the "Team" field, not all values.

Additionally, I’d like to know if it’s possible to perform this action using a button in Power BI. Alternatively, I’m interested in sending the filtered data to a notebook for processing before generating the Excel file. I know PBI allows exporting a table as is, but if, for example, I want to customize the Excel file by adding multiple sheets, I understand I’d need a notebook to handle that customization. Is there a way to export the user-selected filters from the report so those selections can be used in the notebook?

I’ve tried using Power Automate for this task, but I’ve encountered the limitation of having to manually configure the columns and filters in the flow. This means the user cannot dynamically select which field values to export to Excel from the report; instead, I must predefine those values, making them static. ¿Is there a way to automate this process so that the filters applied directly in Power BI are dynamically reflected in the exported Excel file?

[Uthraa92]

@amaaiia - 

Hi Amaaia,

I was curious to see this question and responses as I also have the same requirement.  I wanted to know if you have figured out a solution for this and would like to know more about this. Thanks!

[Anonymous]

Hi @amaaiia ,

Please follow the steps below:

1. You could export the filtered data from a report visual in Power BI Desktop and save as .cvs file:

2. We could get data from CSV :

3. We could also export the filtered data in the Power BI service directory

Our Excel export shows the value for  ‘A’. The first row of our spreadsheet shows the filter that Power BI used when we try to extract the data.

Best regards,

Lucy Chen

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amaaiia]

Thank you for your response.The option to export data by clicking on the three dots of a visualization does work, but it only allows me to export the data for one visualization at a time, resulting in multiple Excel files if I need to export data from several visualizations. The point here is that I need to export data directly from the semantic model, with the values filtered in the report by the user applied to the output data from semantic model.

My goal is to export all the visualizations on the report page simultaneously into a single Excel file. Ideally, each visualization would be represented as a separate table or sheet within the same file, and the export should respect the page-level filters applied by the user.

Do you know if there’s a way to achieve this functionality in Power BI, either natively or through integration with other tools like Power Automate or custom scripting?

This process has to be done automatically, the user press a button in PBI and automatically en email is sent to him with his filters in report applied to an excel table with data from semantic model.

[Anonymous]

Hi @amaaiia ,

We recommend exploring the use of the Power BI API or custom connectors that can trigger exports based on user interaction. 

Best regards,

Lucy Chen

[FreemanZ]

hi @amaaiia ,

try to write DAX queries with SUMMARIZECOLUMNS

you may need to add slicer selection in the filter argument of SUMMARIZECOLUMNS.

[Jai-Rathinavel]

@amaaiia you can club your columns inside a field parameter and provide slicers in the page. With the use of field parameters, users can select which fields needs to be exported.

Refer the below video on how to store the power bi data as csv withour manually mapping the columns.

https://www.youtube.com/watch?v=BnTipbooeP0

Did I answer your question? If yes, please mark my post as a solution.

Thanks,

Jai

[amaaiia]

Thank you for your response and for sharing the video. I’ve reviewed it, and while it demonstrates how to create a button to export data to Excel or CSV, the configuration appears to be manual. Specifically, the columns and data exported are predefined when setting up the button, and the export does not consider the filters applied dynamically by the user on the Power BI report.

This approach doesn’t align with my initial requirement, which is to ensure that the exported data respects the filters that the user applies directly on the report page. For example, if a user selects only “A” in a "Team" slicer, the exported file should include data filtered to that specific selection dynamically, without having to preconfigure the filters or columns in the button manually.

Additionally, I’m looking to export the data for all visualizations on the page, respecting the page-level filters applied by the user. The goal is to generate a single file where each visualization on the page is represented as a separate table, all filtered by the selections made by the user on the report.

Do you know if there’s a way to achieve this kind of dynamic export, where the user’s interactions and page-level filter selections directly determine the content of the exported file, including data from all visualizations?