SCHEDULE Exports from Power BI AUTOMATICALLY // Power Automate to SharePoint Folder Data Exports

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  • Опубліковано 27 вер 2022
  • In this video were going to go through how you can use Power Automate to export data from Power BI reports.
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    Hi, my name is Fernan, the one-man band of Solutions Abroad. I work as a Data Scientist based in London, UK and have over 6 years of experience working in Business Intelligence. Solutions Abroad these days is dedicated to teaching the ins and outs of Power BI, through the power of UA-cam.
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КОМЕНТАРІ • 113

  • @rickcoterie5700
    @rickcoterie5700 Рік тому +42

    FAST WORKAROUND FOR ALL OF YOU -
    1. In PBI create a raw table with data, no title, not matrix view, add all the columns you want from tables, measures, etc.
    2. PBI click View at the top then Performance Analyzer
    3. Then Refresh Visuals
    4. Select your table in the list and expand it with the + symbol in the performance analyzer window
    5. Click Copy query and paste that into your Power Automate query text section
    Done :)

    • @nagarjunaambati3141
      @nagarjunaambati3141 Рік тому +7

      Man. Who the Fuck are you. You don't know how much good you did today. Thank you.

    • @rickcoterie5700
      @rickcoterie5700 Рік тому

      @@nagarjunaambati3141 you are welcome lol.

    • @GIbrAvila
      @GIbrAvila Рік тому +1

      Just came back to say thank you. You're the man

    • @rickcoterie5700
      @rickcoterie5700 Рік тому +2

      @@GIbrAvila I have been using this method recently to also create complex DAX. Add your filters to the table, etc. Then run performance analyzer and grab the code, copy paste and modify... Great stuff and glad I could help!

    • @Wilkovdm
      @Wilkovdm 7 місяців тому

      @@rickcoterie5700 how much do you modify and what? I keep getting errors when copy pasting the complete formula

  • @050224011
    @050224011 Рік тому +1

    I’ve needed to be able to do this for sooo long. Thanks so much!

  • @trevorknorpp5335
    @trevorknorpp5335 Рік тому

    Boss is very happy with me after using this tutorial. Thank you!!!

  • @RadhikaKnittingstation
    @RadhikaKnittingstation Рік тому

    Great knowledge 👍 Your videos are very helpful. Thanks

  • @rajshekhard
    @rajshekhard 11 місяців тому

    Thank you very much. Amazing video! Helped to solve my current problem.

  • @LucasAraujo-wk6hj
    @LucasAraujo-wk6hj 4 місяці тому

    Your tutorial very good i am from Brazil. Thank you!!!

    • @user-lq1mq8im3q
      @user-lq1mq8im3q 4 місяці тому

      this will also give the latest data export from power bi service?

  • @alexpareja6641
    @alexpareja6641 10 місяців тому

    This is brilliant, thank you!

  • @alexnest4150
    @alexnest4150 Рік тому

    Thank you so much! It helped me at work a lot! Best of luck with channel promotion!🎉😊

  • @JohnSullivan1
    @JohnSullivan1 Рік тому

    Great video! Thank you!

  • @ThamerAffara
    @ThamerAffara 7 місяців тому

    Great job! Thank you!

  • @zpakk4499
    @zpakk4499 Рік тому +6

    Instead of rewriting the whole table, you could just go to Performance Anlyzer, start Recording, copy query, then paste into Power Automate query text. Done.

    • @SolutionsAbroad
      @SolutionsAbroad  Рік тому +1

      That's a great solution! I think this is also a good alternative if you don't have access to Power BI Desktop

  • @user-hy8ps7ej4i
    @user-hy8ps7ej4i 11 місяців тому

    Thank you so much. Easy explanation 💯

  • @potter0729
    @potter0729 Рік тому +1

    Hello, I currently have a Visualization (table) within a dashboard in Power BI Service that captures the snapshot of live data each day (via incremental refresh). However, I figured that when I follow your steps, the "Run a query against a dataset" always seem to cause an issue. Is there a way for me to auto-export those incremental refreshed results that are in the dashboard in Power BI Service?

  • @ameraltizini7358
    @ameraltizini7358 8 місяців тому +3

    Thanks a lot for the information provided, I have one inquire.
    Could I export the data in an XLSX format instead of CSV, and how?

  • @thetouristlives
    @thetouristlives Рік тому +5

    Just a heads up, this approach still suffers from truncated exports. An approach I've gone for is to identify what columns I can partition my data on, and then iterate over those partitions doing smaller exports that I am confident will be under 1000 rows (although it's not strictly 1000 rows, lots of columns also factor into it).

  • @lexrobe_fly
    @lexrobe_fly Рік тому

    Love it, thanks!

  • @zzota
    @zzota Рік тому

    Very good, thank you.

  • @randychen3375
    @randychen3375 10 місяців тому +1

    Can we setup the schedule the export in customized calendar ? As we know, sometime users would like to see the report in some specific day such as BD1, BD2, etc..and avoid the holiday.
    So it would be great if the export could avoid holiday or happen with a customized calendar.

  • @rjmplq
    @rjmplq Рік тому

    Hi. If I wanted the trigger to be based on the dataset refresh timing, how would I do that?

  • @marcelocabral5096
    @marcelocabral5096 Рік тому +1

    saved my day , tks :)

  • @PrakashNagaraj1993
    @PrakashNagaraj1993 Рік тому

    helpfull.. great video

  • @nana19tij
    @nana19tij Рік тому

    Is it possible to export measures as well? Or only columns? Thanks

  • @nadeemrajabali3166
    @nadeemrajabali3166 Рік тому

    Great video. Thank you. I have a table visual that shows all outstanding orders line by line. Along with Requesters name and his/her email address. Is it possible to create a flow where email is sent to every order requester with a list of all outstanding orders lines I have in my visual? it's kind of mail merge but with a table of all outstanding orders line by line.

  • @joseignaciofarias6564
    @joseignaciofarias6564 9 місяців тому +1

    Wow Fernan! Thank you very much, your explanation and video helped me a lot. I just have one question, how do I query 4 tables? because I tried generating 4 separate queries and it works. But I would like those 4 tables to be together so I can send them by mail! Thanks You!

  • @shaibeezz
    @shaibeezz 7 місяців тому

    Hi,
    Question: what if I need to export the data in multiple Excel (xlsx) files, e.g.
    I have sales data by 'Locations' and 'Sales Person,' and I need Flow/PowerAutomate to create a separate file for each Location and Sales Person.

  • @antonheimdal8445
    @antonheimdal8445 9 місяців тому

    Very good video - Is there a way to create a Scheduled Flow that runs once a month and exports Power BI data to XLSX file? As of now I can only do that using a button alternatively if I create a Schedules flow I can only export the data in this manner you showcase here but need XLSX format.

  • @nagendhrarao5763
    @nagendhrarao5763 Рік тому

    Can we export the Matrix Visual from Power BI/Power Bi report builder into share point automatically?

  • @bhaveshpattani3343
    @bhaveshpattani3343 Рік тому

    If we want flow to gives us output to specific duration say last 7 days only, how to do that, as we are coping query from PowerBI directly which has date range and power automate does not change date dynamically

  • @natalia838383
    @natalia838383 Рік тому

    Hi, do you know if i did something wrong, when i run the flow, its error as the file.csv already created. You had mentioned if file exists it will overwrite the old file. is this correct? thank you

  • @calvinrebello417
    @calvinrebello417 4 місяці тому

    Hi Fernan, can we do this for Usage metrics report as well? If yes, could you briefly paste the solution for reference?

  • @jananijanani6674
    @jananijanani6674 10 місяців тому

    If the report contains two pages how we can export in csv and the thing in a single csv file two pages have to be attached

  • @Thoth0Amon
    @Thoth0Amon Рік тому

    This is the best thing since sliced bread.

  • @johanlegernes7279
    @johanlegernes7279 10 місяців тому

    Is this possible to do with dynamic RLS as well? :)

  • @carlosgomez-df9cg
    @carlosgomez-df9cg 6 місяців тому

    Amazing.. this video helped me a lot. thanks.. I have a question.. I use the command CALCULATABLE in the query and I need the data Sorted. Somebody know how generate it sorted?.. thanks in advance

  • @alejandrogranados8104
    @alejandrogranados8104 2 місяці тому

    this will also give the latest data export from power bi service?

  • @hunny635
    @hunny635 Рік тому

    Thanks It worked but it do not return all records from PBI... i tried all methods... is there any alternate way

  • @aydeediaz2307
    @aydeediaz2307 Рік тому

    Hi, How many rows are allowed to export with this option?

  • @mmbcampus
    @mmbcampus Рік тому

    Is there any way to export data in excel from PowerPoint app online with power automate??

  • @jonathansanchez4636
    @jonathansanchez4636 Рік тому

    I am only getting some of the records, my current table has around 74,000 rows but only about 21k+ are being added to the CSV file why?

  • @nikolajgavric9539
    @nikolajgavric9539 4 місяці тому

    Thank you for the video, but I have one question:
    When I do create this flow the same way you did (step by step) the .csv file will display my data in just one column, even though the original table has multiple columns. How can I fix this?
    Thank you for your help!

  • @anuragsingh711
    @anuragsingh711 10 місяців тому

    can we export measures column aa well

  • @sarakhosravi921
    @sarakhosravi921 Рік тому

    Thanks Great!

  • @priyavishalkulkarni2415
    @priyavishalkulkarni2415 Рік тому +1

    How can we export data from Power BI to Excel automatically and send it to the client through the mail using scheduling?

  • @danielam.guerron3576
    @danielam.guerron3576 Рік тому

    How many times per day could I run this flow?

  • @ivanarciniegas7324
    @ivanarciniegas7324 9 місяців тому

    Thanks!

  • @pavankumarreddy743
    @pavankumarreddy743 Місяць тому

    Can we get json data file from pbi datasets through power automate

  • @AshishSingh-tw2vd
    @AshishSingh-tw2vd Рік тому

    In dax studio, after running the query i am getting 33,000 rows but, when i pasted the same query in automate in csv file only getting 4,000 rows. How is this possible? I am stuck, please help

  • @kurcel52
    @kurcel52 11 місяців тому

    If we use this approach we cannot overwrite. Next day it does not overwrite at all as the file is with the same name. And when you test it shows the error of having same file name

  • @050224011
    @050224011 Рік тому

    I can confirm this works

  • @mmbcampus
    @mmbcampus Рік тому

    How I can export data in excel from power bi app using power automate??

  • @palashtripathi2690
    @palashtripathi2690 4 місяці тому

    How can I format the dates in my table?

  • @richaduggu471
    @richaduggu471 Рік тому +1

    I tried but more than 100K data not exporting ,

  • @indranildas_55_a70
    @indranildas_55_a70 11 місяців тому +3

    How to remove those brackets at the column name while automating the process.

    • @gauravramchandani3832
      @gauravramchandani3832 День тому

      Hi @indranildas_55_a70 add in extra 2 steps into your flow with Replace command. It should look something like this: Replace(output/powerbi first row column, ‘text you want to replace’, ‘’)
      Repeat this 2 times first for start of the bracket then second for end of the bracket. And use output from second compose to create csv.

  • @DanielWeikert
    @DanielWeikert Рік тому

    Is first table rows unlimited? br

  • @joserobertodantas1516
    @joserobertodantas1516 Рік тому +2

    Nice video! Does anyone know if it's possible to export like this from Power BI filtering from [Order Date] just by values corresponding to the current year and month (or the previous month)?

    • @rickcoterie5700
      @rickcoterie5700 9 місяців тому

      see my comment above. Should cover what you needed if you didn't solve it already. In the filters add your specific dates and do what I listed above to get the code.

  • @andrevaz3546
    @andrevaz3546 10 місяців тому

    Hi thanks, however file is limited to ~7000 rows

  • @veryphiil
    @veryphiil Рік тому +6

    Is there a way to format the headers in the csv file automatically within Power Automate to not have the square brackets?

    • @kyawmyotun9646
      @kyawmyotun9646 8 місяців тому

      I am facing the same issue.
      Have you got it?

  • @skizofred3
    @skizofred3 Рік тому

    Nice video ! Thanks ! Do someone know if there is a way to convert dates format to DDMMYYYY instead of the default ISO format in the CSV file? For example 29/11/2017 instead of 2017-11-29T19:13:17.5844778

    • @skizofred3
      @skizofred3 Рік тому

      Only use the DAX function FORMAT in your query

  • @user-hh7nc1mg8h
    @user-hh7nc1mg8h Рік тому

    Show how to get into xlsx or xlsm.

  • @pallavi_joseph
    @pallavi_joseph 2 місяці тому

    Hi I tried exporting a table with 20000 lines . This method returned only 14000 lines

  • @RenitaDsilva-b9e
    @RenitaDsilva-b9e 21 день тому

    I want to be able to export data from my PowerBi to Google sheets directly without having to save in excel and then paste in Google sheets. Can you share a process that would help in automating this and if you could share it on your channel it would be helpful.

  • @joshuaprets2044
    @joshuaprets2044 Рік тому

    So you have to use DAX in the Query Text prompt?
    You can't just refer to a table created by Power Query?
    Thanks.

    • @gauravramchandani3832
      @gauravramchandani3832 День тому

      You can, just right Evaluate and all the columns you have in power query table and you are good to go.

  • @momo70467
    @momo70467 Рік тому +1

    I am actually trying to export the data of a report (specific visual : table, not all other parts of the report) in PBI service into excel and email it directly to the asking person using power automate but it keeps failing or sending an email without an attachment! I really need help please

    • @ewajakubowicz8497
      @ewajakubowicz8497 Рік тому

      Hi :) Did you figure it out maybe? It seems like the same case I'm working on now and trying to find a working solution :)

  • @alanprice7884
    @alanprice7884 Рік тому +3

    Names in each of the csv file header columns are transferred within square brackets [ ], is there anyway of changing this so the header names are not in brackets?

    • @SolutionsAbroad
      @SolutionsAbroad  Рік тому +1

      That's a great one, I'm not sure but let me come back to you on that

    • @Timhoste
      @Timhoste Рік тому

      @@SolutionsAbroad did you find a solution ?

  • @prachikanoongo1221
    @prachikanoongo1221 6 днів тому

    I want to export all data from the table automatically, how to do that?

  • @thing72
    @thing72 Рік тому

    sadly it does not overwrite fille as you mention @10:46 but it gives me error A file with the name "xxxx.csv" already exists .

    • @rajendrakulkarni2186
      @rajendrakulkarni2186 Рік тому

      I am also facing the same issue . I want to publish back the previous data every week to know the changes. Is there any other way this can be achieved

  • @amitsah596
    @amitsah596 4 місяці тому

    How to remove T and format Order Date in date column?

  • @anuragsingh711
    @anuragsingh711 10 місяців тому

    This is also exporting limited number of rows only

  • @natalia838383
    @natalia838383 Рік тому +3

    Hi, do you you know if we can get rid of the [ ] on the header? thank you

  • @gatiendeniaud9089
    @gatiendeniaud9089 Рік тому +1

    Nice video ! But when I tested my Power Automate I have an error : "{
    "error": {
    "code": "PowerBIFeatureDisabled",
    "pbi.error": {
    "code": "PowerBIFeatureDisabled",
    "parameters": {},
    "details": [
    {
    "code": "DetailsMessage",
    "detail": {
    "type": 1,
    "value": "'DatasetExecuteQueries' is not enabled for the tenant."
    }
    }
    ],
    "exceptionCulprit": 1
    }
    }
    }"

    • @SolutionsAbroad
      @SolutionsAbroad  Рік тому +1

      Thanks for watching! From that error it looks like your tenant admin has disabled this feature, try to speak with your IT Admin (if you have one) and they should be able to help you

  • @MG-217
    @MG-217 Рік тому

    Great video, a question please: how do run it with "Dynamic slicers/filters" because each time the user may change the inputs so i need the query to be more "dynamic" how to do that ?

  • @PawanKumar-nh3pi
    @PawanKumar-nh3pi 2 місяці тому

    How to use the power automate action - "export to file for a paginated report"

  • @bhapapathvisutvatanasak9329
    @bhapapathvisutvatanasak9329 7 місяців тому

    Flow ""run a query against a dataset 4:25

  • @Alex-rm4wh
    @Alex-rm4wh Рік тому

    Is this for free?

  • @juliansihas1234
    @juliansihas1234 Рік тому

    Great Video!! is there a way to export the table and email as an excel attachment on a scheduled basis?

    • @JP-dt8em
      @JP-dt8em Рік тому +1

      Yes we can do just add Send an Email Step

  • @sanketchakane7745
    @sanketchakane7745 2 місяці тому

    max data downloaded is 100000 in csv using this

  • @user-gm2nz8oe7u
    @user-gm2nz8oe7u 4 місяці тому

    This is not relevant for most organizations. Show us how to do it as scheduled flow and not by pressed button !!

  • @tolulopeesho8103
    @tolulopeesho8103 Рік тому

    Nice work Fernan, I enjoyed the video as always, but please when i tried to run my flow i got the following error
    {"error":{"code":"DatasetExecuteQueriesError","pbi.error":{"code":"DatasetExecuteQueriesError","parameters":{},"details":[{"code":"DetailsMessage","detail":{"type":1,"value":"Query (14, 1) The syntax for 'Evaluate' is incorrect. (Define
    VAR _table = SelectColumns(
    \t'MetricsProjects'
    \t,\"Project #\", 'MetricsProjects'[Project # Full]
    \t, \"Delivery Manager\", 'MetricsProjects'[Delivery Manager]
    \t, \"Project Region\", 'MetricsProjects'[ProjectList.Region]
    \t, \"PO #\", RELATED('Unreceived'[DocNum])
    \t, \"Line #\", RELATED('Unreceived'[L#])
    \t, \"Exp Type\", RELATED('PMO TaskGroup'[Exp Type])
    \t, \"Vendor\", RELATED('Unreceived'[Vendor]
    \t, \"Missing OLR\", [Latest Missing OLR]
    \t, \"Days\", RELATED('Unreceived'[Days Old])
    )
    Evaluate _table)."}},{"code":"AnalysisServicesErrorCode","detail":{"type":1,"value":"3238920194"}}]}}}
    Please what have I done wrong?

  • @user-lq1mq8im3q
    @user-lq1mq8im3q 4 місяці тому

    this will also give the latest data export from power bi service?

  • @jojojo-9566
    @jojojo-9566 Рік тому +3

    After running the query against the dataset, is there a way to use that info to populate a SharePoint list (rather than turning it into a CSV and putting it in a SharePoint folder)?

    • @wazzajhall
      @wazzajhall 8 місяців тому

      Haven't seen an answer to this query - would be really helpful if anyone knows? It seems possible to populate an SPO list using a PowerAutomate button in PBI to export to an SPO list but no obvious way todo if its a scheduled export