Send automated emails with PowerBI dashboard as PDF to multiple users depending on slicers

[ossanchezm]

Hi Everyone! I'm trying to achieve the following: 

I have a dashboard I made in PowerBI and it's published with a Pro licence in PowerBI service. This report contains information of the sales by seller and has an slicer to filter the different sellers. I also have a list with the sellers emails. I want to send this dashboard as pdf on a daily bases to every particular seller with the correct filter applied. Is there any way of achieving this with PowerBI Pro and Power Automate? Or with another RPA aproach? 

I cecked this tool: bihelper.tech , but I want to do a inhouse RPA solution. 

Thanks for your help in advance!

[Covenant-bi]

Hi, @ossanchezm.

Here are some tips on how that can be done. Not going into too much detail but should give a general direction.

1. Create a Power Automate flow that:

   • Gets the list of sellers from a spreadsheet.
   • Gets the current date.
   • Filters the Power BI report by the current date and the seller from the spreadsheet.
   • Exports the filtered report as a PDF.
   • Sends the PDF to the seller's email address.

2. Schedule the flow to run daily.

Here are some additional details about each step:

• To get the list of sellers from a spreadsheet, you can use the Get Items action. This action will get all the rows from the spreadsheet. You can then filter the rows to get only the sellers.
• To get the current date, you can use the Get Date action. This action will get the current date in the format that you specify.
• To filter the Power BI report by the current date and the seller from the spreadsheet, you can use the Filter Query action. This action will filter the report based on the criteria that you specify.
• To export the filtered report as a PDF, you can use the Export to PDF action. This action will export the report to a PDF file.
• To send the PDF to the seller's email address, you can use the Send Email action. This action will send an email with the PDF attachment to the seller's email address.

 I hope this helps! If you are still having issues, search us up on google, reach out, and we can help implement it for you.

[ossanchezm]

Hi @Covenant-bi ! Thanks for your answer. 

My only question here is if this can be done with only a PowerBI Pro License or if I need another type of License?