In this writing, I want to share what I usually do when I fail to get attention from people about having great insights from Power BI reports.
Usually, and I think it is the same for readers, I am good at convincing people that they can have fun and valuable insights & information when they start to play with Power BI. Almost all of the responds from people are quite positive. Almost...
However, when I see people who does not want to play with Power BI, usually he or she is my boss's boss's boss, I ask the person like below.
"I will keep calculating the numbers by using Data Analysis Expression (here, I don't say DAX because the person does not willing to know what is the abbreviation of DAX), and do you want to regularly receive the report by excel file (or if the file is big, then say csv file) in a table format? And the answer is always yes, and then he or she will play it within the excel environment by himself or herself.
I create a Power BI report and share it within my organization, and also I set up Power Automate to share a table in excel file with him or her.
How to do?
In Power Automate environment, search for "Run a query against a dataset", and then it guides you to make it easy to share a Power BI report's table visualization in csv file.
The first step is to create "Scheduled cloud flow" and build a schedule.
The second step is to search for the action to take. Search for "Run a query against a dataset".
The third step is to select relevant dataset from the workspace, and get ready to write the query.
The fourth step is, open PBI desktop file and find the table visualization that you want to share. And then, click Performance analyzer under View tab and copy the query of the table visualization. Try to copy only the relevant query statements and paste it into the "Query text" field above.
The fifth step is, creating the new step in order to create a csv file.
The sixth step is to create a file in Onedrive folder.
If you do not want to overwrite the file every time, make sure using expression, like utcNow(), in the filename itself.
Here, the flow can be saved -> finish. Or, one more step can be created, for instance, send an email to someone with an attached file. I will leave this to you to create.
The last step is to save and test the flow.
The file is created in Onedrive folder, and you can share it with people.
To summarize, Power Automate can help automatically export a table visualization from Power BI and save it in Onedrive folder or send it by email.
I hope this helps having fun in playing with Power Automate and Power BI.
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