Need to automatically send external vendors/partners excel or csv files by email or FTP via PBI

[officeiq]

My company has Power BI Pro licenses. We need to be able to send table & matrix visuals to our external vendors/partners on a regular basis (daily, weekly, monthly), but we want to do it automatically {think Report Manager 2012 😁)}. I am able to send emails via the Subscription in PBI Services; however, I do not see an option to send excel/csv, which is what my external vendors/partners require.

I have seen a lot of "work-arounds" on the internet, but they require extensive coding or are limited (e.g. send whole table - not visual only). Does anyone know of a "simple" solution?

[KiranHosakote]

Hi @officeiq,

That's a great solution - Fourmoo blog post 👍.

Here's another solution which extends the functionality to multiple Excel files and a PDF / PPTX of the entire Power BI report being sent in a single email. https://medium.com/bi-helper/automate-the-export-of-filtered-and-sliced-power-bi-table-and-matrix-da...

[officeiq · Accepted solution]

Your suggestion worked with some specific help from Exporting a Power BI Visual data to a CSV File in SharePoint - FourMoo | Power BI | Data Analytics. Thanks everyone!!!

[lbendlin]

Consider using Power Automate instead.  It can run DAX queries (you can copy the query from your visual) and push the result into a CSV, it can also export report pages to PDF (put only a single visual on a page) and it has extensive formatting options for emails.

[officeiq]

How could I set the prior month's data automatically in DAX? Use DATEADD function with [date],-1, MONTH parameters? Do you know any DAX code that would logically set these FILTERs?

[lbendlin]

You will need to define what you mean by "prior month".  Usually something like EDATE(TODAY(),-1) does the trick.

[officeiq]

Thanks for the EDATE idea - i will give it a try.