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1985 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 :)37Views0likes4CommentsHow 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?37Views0likes1CommentBuilding AI-Powered Features Around Power BI Embedded Analytics
Hi everyone, I am exploring ways developers are extending Power BI solutions with AI-powered capabilities. Many applications today need more than dashboards — they need intelligent features that can help users understand data, generate insights, and automate decision-making processes. I am interested in understanding how developers are approaching this architecture. Some questions: - How are you integrating AI capabilities with Power BI Embedded applications? - Are you using Power BI APIs together with external AI services for generating insights? - What are the recommended approaches for allowing AI systems to query and understand Power BI datasets securely? - How do you handle permissions and data access when adding AI features on top of business intelligence platforms? Would love to hear about real-world implementations and best practices from developers working with Power BI integrations. Thanks!Solved41Views0likes4CommentsHow 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.51Views0likes2CommentsDynamic 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!Solved105Views0likes4CommentsCan we improve relationship arrow rendering in the semantic model view?
There are multiple issues with the way relationship arrows are rendered, and this image displays a few of them: (Note: I am using the web interface, via Edge.) Is there anything I can do to combat this confusing display pattern? An arrow that points ambigiously is worse than no arrow at all. If anyone in power is reading: please either give us more control over how these are rendered or make them behave logically. Example: in the first and last relationships shown above, I know that the arrow has rotated because the connecting lines are not perfectly aligned, but these lines should automatically align vertically as the others have and the arrow should only rotate if there are visible horizontal connectors extending out its sides.146Views0likes5CommentsPower BI Design Best Practices
Hello fellow developers and data enthusiasts, I've put together a comprehensive set of 12 Power BI design best practices based on my insights and explorations in the data realm. I'd love to get your thoughts and feedback on these principles! 1.Understand Your Target Audience Design a dedicated view for each sort of audience. Example: Leaders should have an executive view on what they are concerned about, whereas customers should have a low-level perspective on what they are engaging in. Before designing a view, consider the employee's kind of job; for example, providing a financial balance sheet to a non-financial employee is pointless. 2.Define Clear Objectives Always begin with an understanding of your dashboard's primary goal and the problem that needs to be solved. Example: If you're developing a sales performance dashboard, your goal may be to deliver real-time insights on revenue, sales trends, and product performance to assist sales teams in making data-driven decisions. 3.Choose the Appropriate Visualizations Choose relevant data visualizations. Example: Use a bar chart to demonstrate how different product categories contribute to overall income. Show the progression of revenue over time with a bar/line chart. A map visualization may be more successful than a pie chart for showing geographical sales data. 4.Break the problem and solve by visual Break the problem into numerous questions that address the problem, then construct each visual such that it answers at least one of the questions/doubts presented in the analysis. Example: Each visual on the Sales Dashboard should address or resolve each issue or doubt raised through the sales analysis. 5.Design with consistency Maintain consistency in design, layout, and formatting throughout every component of the dashboard for a consistent user experience. Example: Make ensure that all charts and graphs use the same color scheme or pattern of similar data points across several visuals (i.e., Profit – Green color, Loss – Red color) and maintain organizational design standards all over the dashboard. 6.Use Reports/Dashboard in the appropriate place. Develop reports when an in-depth and comprehensive examination is required, and dashboards when quick overview, executive summaries, and real-time monitoring is required. Example: Report: (Descriptive & Diagnostic Analysis) In Sales Report, what has happened in the past two years and why it has happened should be addressed. Dashboard: (Predictive & Prescriptive Analysis) In Sales Dashboard, with minimal information about what has happened and prescribing what to do in future to solve this can be addressed. 7.Ensure visibility. Maintain users informed of ongoing activities, such as data loading or refreshing. Example: Using icons or a progress bar to illustrate the state of a data refresh process, as well as indications to identify when they were last updated (to demonstrate how old the data is). 8.Design with freedom. Allow users to quickly customize data with filters, slicers, and interactive components. Allow users to rollback or undo actions. Example: Providing filter choices for date ranges (e.g., particular dates, quarters, or years) to enable different data analysis, giving drill-down charts for exploring data, and allowing users to reverse changes by providing Back navigation and clear slicers options where necessary to undo an operation. 9.Use Meaningful and Contextual Labels. To provide context and improve understanding, use clear and descriptive labels for charts, graphs, and filters etc. Example: Use terms like "Monthly Revenue Trends" or "Sales by Region" rather than "Revenue Data" or "Sales Information" instead of generic labels. 10.Use white space effectively. Make thoughtful use of white space to improve readability and identify important details. Example: To avoid congestion and promote understanding, space out graphics and text sections. 11.Improve user Engagement. To increase user involvement and study, use interactive components like as filters, slicers, and tooltips. Example: Include data slicers that allow users to filter data by date ranges or category of products, allowing for customized analysis. 12.Help the user. With pop-ups and documents, assist the user in understanding the action they are performing. Example: Including help icons with precise documentation, as well as providing tooltips to visualizations that explain the relevance of individual data points or trends. I believe these practices are crucial for creating impactful and user-friendly reports. However, I'm eager to hear about your journeys. Have you found similar principles effective? Do you have additional tips to enhance Power BI design? Your feedback is invaluable! Feel free to share your thoughts or suggest any other practices you've discovered during your expeditions in the realm of Power BI. Let's collaborate and further enrich our data voyages together!Solved21KViews2likes4CommentsMissing "Show data point as a table" in Power BI Service for a map visual
I have a report created in Power BI Desktop and published to the Power BI Service. The report contains a Bing map visual with bubbles sized by the number of wagons at various stations. Issue: In Power BI Desktop, when I right-click on a bubble, I see and can use the option "Show data point as a table." However, in the Power BI Service (web version), this same right-click option is missing. The context menu does not show it at all. Steps to Replicate: Publish the report with the map visual to Power BI Service. Open the report in a web browser. Right-click on a bubble on the map. Observe that the option "Show data point as a table" is absent. Additional Context: I have confirmed that this is not a report structure issue. When I download the same report from the service and open it in Power BI Desktop, the right-click option works correctly. I've also been told that this option was available in the service for this report in the past. Question: What could be the cause of this discrepancy, and is there a solution or a workaround to provide this functionality to web users? Is this a known limitation or a recent change in the service?Solved268Views1like4CommentsCouldnt authenticate web content(REST API)
Hi, We have created salesforce REST API that is querying the objects using SOQL and then passes it in JSON format. I am now trying to use the URL in power bi desktop and its giving me an error : "we couldnt authenticate with the credential provided". I have already tried Basic login. How we can create the authentication to use this REST API in power bi?1.3KViews0likes4CommentsFree ways for students to try AI + MCP + Power BI development (semantic models & reports)
A group of students wants to experiment with “vibe coding” Power BI files — editing semantic models (TMDL/PBIP) and reports using some IA terminal or directly in Visual Studio Code using AI agents. They don’t have any paid AI subscriptions (no Claude, no Copilot Pro, etc.) and we’re looking for completely free (or generous free-tier) solutions. Tools like pbi-cli (by Mina Saad) and pbir-cli (by Kurt Buhler) look excellent for letting AI directly manage semantic models and PBIR reports, but they seem to work best with a Claude Code subscription. Are there good ways to run these tools for free, or better zero-cost stacks? What the students want to do: Open Power BI projects in VS Code or using some free agents using the terminal Use AI to create/edit DAX measures, relationships, tables, and report visuals Connect AI agents via MCP or similar Experiment with Git version control on Power BI work Any recommendations for free resources or setups? Tutorials / YouTube playlists Microsoft Learn modules GitHub repos with examples Free AI options (Gemini CLI, GitHub Copilot free tier + MCP, Cline, Ollama + local models, etc.) Classroom-friendly stacks that have worked with students This could be a great hands-on opportunity for them to explore modern Power BI development. Any help or shared experiences would be awesome!Solved1.8KViews0likes8Comments