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Nambidasan
New Member

Invoice Printing through Pre-defined PBI template and Mail merging

Hello All,

 

I have a requirement to pre-define a PBI template for Invoice and have to generate multiple invoices automatically every day and the generated invoice to be sent to multiple audience (with email Id's already configured). Each Invoice is different and target audience will also differ. How do I configure this in Power BI service? I have heard that this is something can be achieved using Power Automate. 

Our client has planned to migrate from Qliksense to Power BI. Currently the above functionality is achieved through NPrinting in Qliksense. So when it comes to Power BI, how do we handle this? Any help would be greatly appreciated!

 

Thanks in advance!

 

Regards,

Nambi

1 ACCEPTED SOLUTION
v-yetao1-msft
Community Support
Community Support

Hi @Nambidasan 

You can pin the content to a dashboard and then subscribe the dashboard to specified user . Subscription can send emails to these specified user automatically according to the time frequency you set . 

Email subscriptions for reports and dashboards in the Power BI service - Power BI | Microsoft Learn

 

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

View solution in original post

1 REPLY 1
v-yetao1-msft
Community Support
Community Support

Hi @Nambidasan 

You can pin the content to a dashboard and then subscribe the dashboard to specified user . Subscription can send emails to these specified user automatically according to the time frequency you set . 

Email subscriptions for reports and dashboards in the Power BI service - Power BI | Microsoft Learn

 

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

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