Sharing chart along with underlying data via email using Power Automate

[rahulstomar08]

Hi all,
Can I share the tile and its underlying data via email using Power Automate? Currently, I can share the whole report in PDF, but I want to share a tile along with its underlying data.

Thanks!

[rahulstomar08]

yes I'm talking about exporting underlying data along with chart on a scheduled basis.

[ibarrau]

Well If you have the visual on a single page and you know the DAX behind the visual (you can get it from the Performance Analyzer), then you might be able to build a big Power Automate Flow that would export to PDF de visual and executeQueries for the dataset and render a csv like the following example:

Exporting to csv: https://www.datalineo.com/post/using-power-automate-to-run-dax-queries-against-your-power-bi-datase...

Storing on sharepoint: https://www.fourmoo.com/2022/06/15/exporting-a-power-bi-visual-data-to-a-csv-file-in-sharepoint/

I hope that helps,

[rahulstomar08]

Hi @ibarrau 

By using the above method (i.e. DAX query using performance analyzer) we can only share the data shown in the visual. But I want to send the underlying data.

Is there any workaround for this?

Thanks!

[ibarrau]

Hi. By the above method you can query whatever data you want with the DAX query. The idea of getting that from the performance analyzer is an example of getting the data from the visual. You can build any query you want. The important thing are the links that will let you build the trigger.

You can open DAX Studio and connect the Desktop or premium model. Start querying the data untill you have what you want to send. Then just build it.

I hope that helps,

[ibarrau]

Hi. I don't think you can do that. The API doesn't have an option to export a single tile. PowerAutomate will just use the API. If you just want to share a single visualization you might need a page on the report with the visual and export that one to pdf. That might be an approach.

I hope that helps,

[rahulstomar08]

Hi @ibarrau, Thanks for your reply.
If I have only one visual on my page then is it possible to send that visual and its underlying data in the same mail using power automate?
Note: If the chart is a bar chart, then the bar chart along with its underlying data must be shared via mail.

[ibarrau]

I mean. You are building a new Page with the visual you want. You can add whatever you want. I'm not sure what you mean with underlying data. It's just a pdf. If it's a table you can show a table on the pdf.

If underlying data for you it's an excel then you might want to read about exporting data to excel or the executeQueries request of the API.

I hope that helps,