Automatically Sending Power BI Report in Email
To automatically send a Power BI report in an email, you can follow these steps:
- Create a Power BI report
- Publish your report to Power BI Service
- Create a Power Automate (formerly Flow) Flow
- Go to the Power Automate website (flow.microsoft.com) and sign in with your Microsoft account.
- Click on “Create” in the top navigation bar and select “Automated flow”.
- Choose a trigger for your flow. In this case, you can select “Power BI – When a data-driven alert is triggered”.
- Connect to your Power BI account and select the workspace, dataset, and measure for which you want to trigger the email.
- Add an action to your flow. Search for “Email” and choose the email service you want to use (e.g., Outlook or Gmail).
- Enter the email address(es) of the recipient(s), subject, and body of the email.
- Attach the Power BI report to the email. You can use the “Add an attachment” action and select the Power BI report file from your Power BI workspace.
- Save and test your flow to ensure it is working as expected.
- Schedule the flow
First, create your Power BI report with all the necessary visualizations and data you want to include.
Once you have created your report, you need to publish it to the Power BI service. This can be done by clicking on the “Publish” button in Power BI Desktop and signing in to your Power BI account.
Power Automate is a cloud-based service that allows you to create automated workflows. We will use Power Automate to send the Power BI report in an email.
If you want the Power BI report to be automatically sent at specific intervals (e.g., daily, weekly), you can schedule the flow to run at those times. In the Power Automate editor, click on “Recurrence” in the top navigation bar and configure the recurrence settings for your flow.
By following these steps, you can automate the process of sending a Power BI report via email using Power Automate. This can be useful for regular reporting or sharing information with stakeholders.
Example:
Let’s say you have a sales dashboard in Power BI that you want to share with your team every Monday morning. You can create a Power Automate flow that triggers every Monday and sends the Power BI report via email to the team members. This way, they will have the latest sales insights ready in their inbox without manual intervention.