Send customized auto-emails with Power BI data to any recipient using Power Automate. Power Automate can query your Power BI datasets. To write the query, use the DAX directly from a visual in your report for the "Query a Power BI Dataset" step. You can draw your recipients list from your data or another source, then filter it in Power Automate before adding it to the email. Embed as an HTML table or attach as CSV - or both! You can also store the queried data as a snapshot to SharePoint.
Power Automate with Power BI offers a powerful way to deliver customized data insights directly to recipients. By utilizing DAX queries and built-in functions, you can automatically send tailored information to different recipients, all in an HTML table or CSV format. This integration enables a seamless sharing of valuable information across your organization, encouraging collaboration and data-driven decision-making. Additionally, storing queried data snapshots in SharePoint further enhances the flow of information, making it easily accessible and organized for future reference.
Power Automate is a powerful tool for sending customized emails with Power BI data to any recipient. By using the "Query a Power BI Dataset" step, you can easily pull the DAX from a visual in your report to use in the query. You can also draw your list of recipients from your data or from another source, then filter it as needed in Power Automate before adding it to the email. The email can be sent with an HTML table or CSV attachment, or both. Also, the same concept can be used to store the queried data as a snapshot to SharePoint. To learn more, watch the video tutorial at youtu.be/RBx-HbVpWTQ to learn how to set up the SharePoint storage. The video covers topics such as getting the query, creating the flow, entering the query, parsing JSON, getting distinct email addresses from the data, filtering the data for each recipient, creating the HTML table and CSV, creating the email, and testing the email.
Power BI, Power Automate, DAX, Query, SharePoint, CSV