Forum Discussion

rkaganov's avatar
rkaganov
Regular Visitor
2 years ago

Programmatically export individual user PDF reports from Power BI with Power Automate

I have a Power BI report displaying disk usage data with various visualizations. It includes:

  • A slicer for filtering by user ID
  • A table showing disk usage details per user (paths, sizes)

My goal is to automate this PDF generation process for each user in the database, creating individual reports. Is this achievable using Power Automate web (preferably not Desktop)? If so, what approach would be most efficient?

Additional details:

The data source for the Power BI report is a CSV file.

17 Replies

  • Power Automate has the ability to render reports or report pages to PDF, while applying report level filters.

     

    Possible - yes.  Efficient -  erm.  Please try it out and judge for yourself.  There are some severe limitations.

  • rkaganov's avatar
    rkaganov
    Regular Visitor

    Hi Ibendlin,

    1. Considering my scenario, could you outline the most suitable approach using Power Automate web modules and connectors?
    2. Which specific modules would be involved in each step of the process?

    Thanks
     

    • lbendlin's avatar
      lbendlin
      Super User

      There is only one action for that.

       

      Personally I cannot recommend doing that. I don't think Power Automate is robust enough.

      • rkaganov's avatar
        rkaganov
        Regular Visitor

        Dear Ibendlin,

        Thank you for clarifying the specific issue. I understand that the previously suggested module alone might not be sufficient for generating personalized reports.

        I'm looking at how to combine the original module with other modules like List Rows and For Each might allow iterating through user IDs, filtering the Power BI report through appropriate actions, and then generating individual PDFs using the existing module.

        The goal is to generate a personal pdf report and not a common report for each user.
        The visuals should be updated before the pdf is created.

  • Jonvoge's avatar
    Jonvoge
    Most Valuable Professional

    Hi rkaganov

     

    If i may offer an alternative approach, the brand new "Dynamic Subscriptions" feature in the Power BI Service allows you to do this, without Power Automate: Dynamic subscriptions for Power BI reports (Preview) | Microsoft Power BI Blog | Microsoft Power BI

     

    Note that you need a Fabric Capacity or Power BI Premium Capacity to do this.

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  • Hi rkaganov 

     

    If you are open to third-party solutions, see if BI Helper https://bihelper.tech works for you.

     

    BI Helper is a popular and easy to use SaaS application that generates and emails user-specific PDFs (with filters and slicers applied). It only needs a Power BI Pro license, and doesn't require Power Automate or any other component.