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amalm Regular Visitor
Regular Visitor

Automate Preparation of clean reports in Power BI/ Power Query

My source data files has data collected from the field, and contains some columns and rows that are only for internal use. I need to prepare modeled reports from these that are to be sent to the client.
The data gets generated every day, and I am looking for an automated process that can create these Client Reports on a daily basis. I understand that Power Query is able to do the modeling, but there's no export feature that can automatically save the files without the underlying data.
Any help would be appreciated, thanks.
1 ACCEPTED SOLUTION

Accepted Solutions
amalm Regular Visitor
Regular Visitor

Re: Automate Preparation of clean reports in Power BI/ Power Query

Thanks for your reply, unfortunately that's not my requirement. 

However I figured out how to do it using a combination of macros and scripts, so it's all good. Smiley Happy

5 REPLIES 5
Moderator v-yuezhe-msft
Moderator

Re: Automate Preparation of clean reports in Power BI/ Power Query

@amalm,

Do you want to automatically export report from Power BI to users? If so, there are some options for you.

1.  Use R script in Power BI Desktop as suggested by alanhodgson in this similar thread . When you run the visual or update the dataset, it will export the data (in a table format) to a CSV or XLSX.

2. Create report in Power BI Desktop, publish the report to Power BI Service, share the report/dashboard to your clients. Or you can subscribe to dashboard or report in Power BI Service.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amalm Regular Visitor
Regular Visitor

Re: Automate Preparation of clean reports in Power BI/ Power Query

Thanks, but this seems to be for data behind visuals, if I understood it right?

 

My needs are much simpler - just remove a few columns from an existing excel sheet, reorder some, and then save the file again. I'm guessing there should be an easier way to do it, using PowerQuery maybe?

Moderator v-yuezhe-msft
Moderator

Re: Automate Preparation of clean reports in Power BI/ Power Query

@amalm,

You would manually take these operations in Power BI Desktop query editor.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
amalm Regular Visitor
Regular Visitor

Re: Automate Preparation of clean reports in Power BI/ Power Query

Thanks for your reply, unfortunately that's not my requirement. 

However I figured out how to do it using a combination of macros and scripts, so it's all good. Smiley Happy

Moderator v-yuezhe-msft
Moderator

Re: Automate Preparation of clean reports in Power BI/ Power Query

@amalm,

Glad to hear the issue is solved, you can close this thread by accepting your reply as solution.

Regards,
Lydia

Community Support Team _ Lydia Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.