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ArbsAhoy
Microsoft
Microsoft

Power BI/Power Automate to filter data and then send e-mail

Howdy, I am insanly new to Power BI / Power Automate. I am quite the strong user in Excel and VBA however. I have generated a report which tells me:
table name: "Emp_Hours_Worked"

EmployeeDate/TimeTTL Hours Worked
10111/25/2021 08:008
102 11/25/2021 08:008
(Multiple entries)(Multiple entries)(Multiple entries)


I have another table named "Emp_to_Email":

Employeeemail
101101@domain.com
102102@domain.com
(Multiple entries)(Multiple entries)

 


The task is to use the "Emp_to_Email" match on Employee, filter table "Emp_Hours_Worked", then export the data and email to the respective employee. I have all the tables set up in Power BI, but I am failing to understand how to automate this task. I do not need a person to solve it aboslutely as I want to learn but google has not friendly, I have even resorted to Bing for a chance....

The goal is to export data from a system as a CSV, Power BI to munge the data, and that data will show if the employee entered in enough time for the day worked. Then Power Automate to take that information and e-mail it to the employee simply providing a table or pdf or png or csv that has all that listed and a generic e-mail saying something like, "Here is your Month to Date time entry, please correct anything that doesn't match to the schedule." 

I chose the Power BI Community because I am doing this inside Power BI, if the Power Automate community may be of more assitance lmk.

Due to the data in these tables, I cannot post any actual content 😕

1 REPLY 1
lbendlin
Super User
Super User

Power BI has no role in automation. It is a manual/interactive tool.  What you could do is set up a Power BI dataset with the required data model (table linkages) and then access that dataset from Power Automate or other RPA tools via the XMLA endpoint / DAX query API etc.

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