Supercharge Your Productivity: Power BI's Ultimate PDF Export and Email Solution

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  • Опубліковано 3 гру 2024

КОМЕНТАРІ • 35

  • @taik18
    @taik18  9 місяців тому

    Watch this latest video
    ua-cam.com/video/AtVc95A9BGk/v-deo.html

  • @stevenjacobs1980
    @stevenjacobs1980 7 місяців тому

    Thanks!

    • @taik18
      @taik18  7 місяців тому

      Thank you ☺️

  • @renedoucet2849
    @renedoucet2849 Рік тому +1

    This is terrific. It's exactly the pattern I need to use for many of my use cases. Thank you!
    (I think at the 7:08 mark that you meant to pick "Create CSV table" instead of "Filter an Array")

    • @taik18
      @taik18  Рік тому

      Thank you.. No, I explained in the video why I used "create CSV table"

    • @renedoucet2849
      @renedoucet2849 Рік тому +1

      I'm not referring to your decision to use "Create CSV table" (I understand why you did that and it makes sense). What I'm referring to is when you're explaining that step (at 7:08), you actually show the "Filter an Array" action instead of the "Create CSV table" action, which is a little confusing. I found the "Create CSV table" action eventually. It's just a little inconsistency I wanted to point out so that if others are following along, they don't use use the "Filter an Array" action.

    • @taik18
      @taik18  Рік тому

      Thanks a lot for this 🙏

    • @renedoucet2849
      @renedoucet2849 Рік тому

      My pleasure. FYI - I just emailed you at the gmail address provided here with a request.

  • @renedoucet2849
    @renedoucet2849 Рік тому +1

    Following up on the Premium Dedicated Capacity, it turns out you can buy any of the Power BI Embedded SKUs (from A1 to A8) to get pay-per-use Premium dedicated capacity. We purchased an A4 and turned it on so we could try out the rest of your solution in our environment and test our flow. Afterwards, we turned off the A4, and so it ended up costing us about $8 for the hour. The danger, of course, is forgetting to turn it off, which at $8/hr would turn into $5K/month. Maybe this is common knowledge, but I always thought dedicated capacity was only offered on a monthly basis. So I was very happy to discover there is a pay-per-use option because we only need to use the flow every once in a while.

    • @taik18
      @taik18  Рік тому +2

      That's amazing.. Thank you so much for sharing 🙏

    • @renedoucet2849
      @renedoucet2849 Рік тому

      @@taik18 you may want to do a video for your subscribers on how to use pay-per-use dedicated capacity as many of your Power BI + Power Automate videos rely on dedicated capacity. To set it up, there are only 3-4 steps, all of which are pretty straightforward *if* you know where to look.

    • @taik18
      @taik18  Рік тому

      If possible pls share some details to mohammedadnant@gmail.com

    • @renedoucet2849
      @renedoucet2849 Рік тому

      @@taik18 done

    • @18astewart
      @18astewart 6 місяців тому

      @@renedoucet2849
      Hi René,
      This sounds very interesting. I do not understand (other than for financial gain) why Microsoft would allow a Power BI user (even free) export to PDF manually and email manually, but to schedule the same thig to happen automatically require Premium per capacity, which in Australian pricing starts at AUD7500 per month! Do you know if it would be possible to configure a flow step that would startup the embedded capacity, if necessary reconfigure the dataset to use the capacity, run the export as per the video, then another step pause the capacity again? I have users who want a PDF snapshot of a small number of reports at month end, it is not possible to justify the cost of premium for this, but if it could be reduced to a few dollars it would be acceptable.
      I did a working proof of concept of creating a desktop flow that would emulate a user manually generating the PDF, but I would much prefer a fully cloud based workaround.
      If you could share your details to astewart18@gmail.com, I would much appreciate it!

  • @stevenjacobs1980
    @stevenjacobs1980 7 місяців тому

    Thank you for showing us how this worked. Until seeing this video, i never saw anyone explain how to correctly format the filter when calling the API. It's the data source as named in the report, followed by a slash, followed by the field name. The remainder of the filter follows odata standards. In your case that was RegionAccess/User eq 'something'. :)

    • @taik18
      @taik18  7 місяців тому

      Yes, that's correct. Thank you

  • @infinitym123
    @infinitym123 Рік тому +1

    Thank you! Just what I needed, is there any chance to send a csv. insead of a PDF?
    Could you please share that tutorial? Thanks

  • @SVRajeshSakala
    @SVRajeshSakala 8 місяців тому

    This video & explanation of the steps are On Top. Thanks for that Mr. Adnan. I would like to know one thing; As per my understanding we updated the static values in "Parse JSON", If my data is dynamic how would i add the dynamic values in Parse JSON.

    • @taik18
      @taik18  8 місяців тому

      Thank you for your feedback, it means a lot
      Pls check this video
      ua-cam.com/video/AtVc95A9BGk/v-deo.htmlsi=dgFcLkQGy4KDxtxY

  • @TheVaibhavdang
    @TheVaibhavdang 8 місяців тому

    Can you share the pbix file to check for the backend checks ?
    Thanks in advance for your efforts

  • @lovlyhearts288
    @lovlyhearts288 27 днів тому

    Hi Bro, How to send email notification with PDF attachment of the dashboard page once power bi dashboard is refreshed and it should filter each recipients from the dashboard and then send notification separately. And in the dashboard I have multiple pages that are visible and I would like to send only one specific page to all the recipients. is that possible in power automate ?

  • @ahmednabil-w1q
    @ahmednabil-w1q Рік тому

    Hey, thanks a lot! 😄
    Quick question: Can I extract an Excel file from Power BI using a Power Automate based on the power BI filter, and then send this file over email as an attachment? Like, let's say I've got Customers A, B, and C, and I want to send them their related Performance data in Excel every month. So, I pick Customer A in Power BI Slicer or filter, trigger the flow, and bam! Customer A gets that email.
    (other option is to select Customer A and B in power BI but every one receive separate email with different dataset)
    Can you please describe or make a vedio about how this whole process / Flow would work? 🤔

    • @taik18
      @taik18  Рік тому

      if you want to do it manualy, then you can select the slicer and then file export to PDF > then manually send as attachment via email, it will work

    • @minidhillon2284
      @minidhillon2284 9 місяців тому

      This is what I also need help with. Please suggest

  • @renedoucet2849
    @renedoucet2849 Рік тому +1

    One more question for you Mohammed: when I tried your solution, I get the following error in the output of the "Export to File for Power BI Reports" action: "FeatureNotAvailableError". After some research, it seems it's because I'm using Premium Per User and not Premium Dedicated Capacity. Is this true and, if so, is there any way around this limitation without spending at least $5,000/month on dedicated capacity?

    • @taik18
      @taik18  Рік тому

      Yes, Premium per capacity required, unfortunately no workaround for now..

    • @taik18
      @taik18  Рік тому

      Export as pdf required premium capacity, but extract via dax query and then as html/csv table and send email is possible for pro license.

    • @ghousepeer7347
      @ghousepeer7347 11 місяців тому

      ​@@taik18could you please share the link or video for the same..Using DAX please

    • @taik18
      @taik18  11 місяців тому

      Here it is
      ua-cam.com/video/nrOS9Y5M55M/v-deo.html

  • @nicolastorres2272
    @nicolastorres2272 Рік тому

    ¿Hola, cómo estás?
    oye, podrías hacerlo por favor, pero en lugar de generar un pdf del informe, envía una tabla ya sea en html o csv filtrada por usuario.
    te agradezco que puedas ayudarme

  • @minidhillon2284
    @minidhillon2284 9 місяців тому

    Like pdf can we also attach excel , so it should be excel and pdf in attachment, please share your comments it will be a great help

  • @gipsseisho4734
    @gipsseisho4734 11 місяців тому

    I want to do this but send to one email address

    • @taik18
      @taik18  11 місяців тому

      You can manually type the ome email address

  • @jasonzumbado449
    @jasonzumbado449 Рік тому

    Awesome tutorial, thank you! The only thing I am not able to do if the report to filter the pdf data when sending the email. I am using this: Training_x0020_Requirement_x0020_Status_x0020_by_x0020_ /ACT_E_MAIL_ADDRESS eq ''user_email''
    Do you know what could be the reason?

    • @taik18
      @taik18  Рік тому

      pls email with screenshot and details about the issue. i will try