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13571 TopicsAutomating PDF export from a .pbit template so the report can be bundled into an output ZIP
Hi all, I am looking for advice on automating the final step of a POC report generation process, and I want to sanity check what is actually possible before I go too far down one route. The current setup We run a batch data analysis process orchestrated on Alteryx Server, using a set of Alteryx macros. A customer file is processed by an upstream matching engine, and a second automated job collects the resulting CSV outputs, builds a folder of clean report ready files, compresses everything into a single ZIP, and drops it on a file share. All the steps that need to be performed, and the order they run in, are held in SQLite tables, so the orchestration layer is already data driven and I have somewhere sensible to slot an extra step in. An analyst then does the following manually: Downloads and unzips the output ZIP. Copies a Power BI template file (.pbit) into the working folder. Opens the .pbit, which prompts for a folder path parameter, and points it at the local data folder. Waits for the model to load and all visuals to render. Part of our documented instructions is that the analyst has to navigate to the map page and actually click on the map visual before exporting, otherwise the map does not render properly in the PDF and comes out blank or incomplete. Exports the report to PDF from Power BI Desktop, then saves it back to the working folder. The report structure never changes. Only the underlying CSV data and a couple of parameter values (a display name and the folder path) change per run. What I want to achieve I want the PDF to be generated automatically as part of the batch job, so that when the requester downloads the output ZIP, the finished PDF is already sitting inside it. Ideally with zero manual Power BI Desktop interaction. I have already spent a fair bit of time on this with AI tools, both ChatGPT and Claude, and I still have not landed on a workable approach. They both keep steering me towards publishing to the Power BI Service and orchestrating the export through Power Automate. I am not ruling that out forever, but it is not a good fit for what I am trying to do right now. The whole point is that the PDF is already in the ZIP at the moment the person downloads it, rather than being produced somewhere else and delivered separately. So I would really appreciate any help or ideas from people who have tackled something similar. Happy to provide more detail on the structure if that is useful. Many thanks in advance :)37Views0likes4CommentsIs creating an Azure Key Vault reference supported through REST API?
I'm trying to automate the creation of an Azure Key Vault reference I can list existing key vault connncections created through the portal using: GET https://api.fabric.microsoft.com/v1/connections However, I have not been able to create one using: POST https://api.fabric.microsoft.com/v1/connections The supported connection types response lists AzureKeyVault with OAuth2 and service-principal authentication, but I cannot find a documented working example. OAuth2 creation appears to use undocumented Power BI endpoints through the portal, while service-principal creation returns an invalid credentials error (valid credentials, rbac assigned, public open key vault..). is creating an Azure Key Vault connection/reference currently supported through a public API? If so, could someone share a working request example? Or must these connections currently be created manually through the portal?67Views1like5CommentsHow are teams automating Power BI development workflows using AI agents?
I am exploring how AI agents can help automate repetitive tasks in Power BI development and data workflows. Some possible use cases: Automatically generating reports from business requirements Triggering data preparation workflows through APIs Validating datasets before publishing dashboards Detecting anomalies and suggesting improvements Automating documentation for datasets and reports I am interested in learning how developers are currently combining Microsoft Fabric, Power BI APIs, notebooks, and AI agents. What architecture patterns or best practices are you using for AI-driven BI automation?36Views0likes1CommentHow to add RLS on top of FUAM datasets
We are testing the FUAM reports and would like to share some of them with workspace administrators. To achieve this, we want to implement RLS so that workspace owners can only see data for the workspaces they own. I tried creating a composite model with an RLS security table containing User and WorkspaceName, and created a relationship to the Workspaces table. However, the filtering does not seem to work properly for the Workspaces table, which is running in DirectQuery mode. Has anyone implemented RLS for FUAM before, and if so, what approach would you recommend?105Views0likes10CommentsHow to Configure Scheduled Refresh in Power BI for Data Connected via Zoho People API?
Hi Community, I have connected Zoho People API data to Power BI using Power Query (API calls), and the data refreshes successfully in Power BI Desktop. However, I am facing challenges when configuring Scheduled Refresh in the Power BI Service. The main issue is that the Zoho People access token expires every hour. When the token expires, the API calls fail, causing scheduled refreshes to stop working. I'm looking for advice on the following: What is the recommended approach for implementing scheduled refresh with Zoho People API in Power BI Service? How can the access token be refreshed automatically before it expires? Is it possible to use a refresh token within Power Query or Power BI Service to generate a new access token during each refresh? Does this scenario require an On-premises Data Gateway, Azure Function, Power Automate, or another middleware solution? Are there any best practices for handling OAuth 2.0 token expiration when connecting to APIs from Power BI? Has anyone successfully implemented automated scheduled refresh for Zoho People API data? If so, could you share your architecture or approach? Current Setup: Data Source: Zoho People API Connection Method: Power Query Web/API calls Authentication: OAuth Access Token Token Validity: 1 Hour I would appreciate any guidance, sample implementations, or documentation that explain how to handle token renewal for Zoho People API integrations with Power BI scheduled refresh.51Views0likes2CommentsPower BI Embedded registers blocked unload handler in Microsoft Edge
We embed Power BI reports in an ASP.NET Core Blazor Server application. Microsoft Edge 152 logs this warning whenever an embedded report is loaded: [Violation] Permissions policy violation: unload is not allowed in this document. The report itself renders correctly. The warning originates in the Power BI hosted reportembed script, not in our application code. We tested the available Permissions-Policy header and iframe allow configurations. The embedded Power BI frame remains unable to use unload in every case. Is this expected during the Chromium unload deprecation rollout? If so, is there a planned change to replace the unload listener with a supported page lifecycle event? Environment: Microsoft Edge 152.0.4191.66, ASP.NET Core Blazor Server, Microsoft.PowerBI.JavaScript.152Views4likes6CommentsExport to live PPTX
How to save to live PPTX format? Not through the menu, but through the API.Solved1.4KViews0likes4CommentsHow to automatically export a PBI screenshot for the latest month?
I have a Power BI report published in the online service. It automatically refreshes via a schedule. I now want to set up a scheduled process which automatically emails a screenshot of the report to certain people. I know I can do this by setting up a subscription, but here's the tricky bit: the report has a couple of slicers for year and month. So if I set up a subscription with the slicers set to August 2026, then the screenshots will keep showing August 2026 unless I manually update the slicers. Is there a way for me to have the slicers automatically update before the screenshot is emailed out? I have access to Power Automate Desktop if that helps.125Views0likes6CommentsSubmission process for Certified Connectors
I'm one of the owners of a certified connector (Autodesk Forma). Historically, we've been instructed to submit updates for our certified connector over email. We submitted an update for our certified connector in July 2026 and have yet to receive a response from our usual contacts. Has any changes been made to the certified connector submission process?Solved55Views0likes5CommentsDynamic Refresh Period Per Firm - Date Slicer Shows Global Range Instead of Firm-Specific Range
Hey all, I have a transactions dataset with multiple firms where each firm needs a different data retention period. Firm A needs 12 months of history, while Firm B needs 15 months. Users are scoped to one firm at a time via RLS. The issue: Even though the fact table correctly loads firm-specific months from Snowflake, the date slicer shows the same global date range (15 months) for both firms. Current Setup: Parameters: RefreshPeriod = "12" (default months) RefreshPeriodOverrides = "FirmB:15" (firm-specific overrides) FirmRefreshCaseSQL = generates CASE WHEN FIRM_KEY = [FirmB] THEN -15 ELSE -12 END MaxRefreshPeriod = "15" (max across all firms) Data Loading: Transaction fact table: Uses FirmRefreshCaseSQL in WHERE clause, correctly loads 12 months for Firm A and 15 months for Firm B Calendar dimension: Uses MaxRefreshPeriod, loads 15 months globally Relationships: Transaction[Transaction Date] → Calendar[Transaction Date] (many-to-one, single direction) Transaction[FIRM_KEY] → Firm[Firm ID] (many-to-one) Date Slicer: Bound to Calendar[Transaction Date] Expected Behavior: When Firm A is selected: slicer shows last 12 months When Firm B is selected: slicer shows last 15 months Actual Behavior: Both firms show last 15 months because the calendar dimension is global and doesn't know which dates belong to which firm What I've Tried: ✗ Setting parameter overrides at the report level - didn't propagate to semantic model ✗ Testing with measures - confirmed fact data is correct per firm, but slicer uses calendar dimension 🔄 Current approach: Adding a "Firm-Date Availability Bridge" table with distinct (FIRM_KEY, Transaction Date) combinations to enable filter propagation: Firm → Bridge → Calendar Questions: Is a bridge table the right approach for this scenario, or is there a simpler pattern? Should I consider making the Date↔Transaction relationship bidirectional instead? (Concerned about RLS implications) Are there any DAX-only solutions that don't require model changes? Has anyone solved firm-specific date filtering without loading separate datasets per firm? Any guidance would be appreciated! Thank you!Solved105Views0likes4Comments