Need to create a power automate directly from power bi dashboard

[P_P2595]

Hi Team,

I hope you're doing well. I am new to Power Automate and would like to create a flow directly from the Power BI report(Power BI report created same like the sample data). The goal is to set up an automated process that sends email reminders to clinicians when a client is eligible for a form, with the email referencing the specific client ID.

I would appreciate any guidance or best practices you can provide to help me set this up.

Thank you in advance for your support.

ID	ID_2	FIRST_APPTS_TYPE	LAST_PSY_DATE	LAST_APPTS_TYPE	FIRST_APPTS_CLINICIAN	# FORM	CLINICIAN EMAIL
123		Assessment	24/06/2024	Therapy	ABC	Client eligible for FORM	ABC@OUTLOOK.COM
456		Therapy	01/02/2024	Therapy	DEF	Client eligible for FORM	DEF@OUTLOOK.COM
789		Assessment	24/01/2024	Therapy	QWE	Client eligible for FORM	QWE@OUTLOOK.COM
258		Review	09/04/2024	Assessment	FGH	Client eligible for FORM	FGH@OUTLOOK.COM
369		Assessment	06/06/2024	Assessment	JKL	Client eligible for FORM	JKL@OUTLOOK.COM

Is this something doable in power automate?

[v-yaningy-msft · Accepted solution]

Hi, @P_P2595 

Thanks for lbendlin's reply. Here are the specific steps to fulfill your needs:

Step1: Prepare PowerAutomate account (same as PBI Desktop account)

Setp2: Import the data into PBI Desktop, create a Calculate Measure to filter the objects you want to share the report with, and put the Email field and the Calculate Measure into the PowerAutomate visual object.

Step3: Click Edit and then click Instant cloud flow

Step4: New step and search Power BI, choose Export To File for Power BI Reports

Then configure the File

Setp5: Next Step and search Email, then choose Send an email(V2)

Step6: Refinement of mail messages and addition of subsidiary documents

Step7: Save and apply

Setp8: Click button and test, it is possible to go back in to see the exact message sent (only one email--after filter)

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

[lbendlin]

Yes.  In Power BI Desktop add a Power Automate visual, then add all the relevant columns and measures into the values well of that visual, then click on the ellipsis and edit the visual to create the flow. In the flow use the trigger payload to create and send your emails