Power BI - Subscription/Email with PDF Attachment

[vbrkoppula]

Dear Team,

Could you let me know if there is way we could have Power BI execute a report and send it to users via email, where report is attached as a PDF.

As of now, subscription feature appears to just send it as image in email body.

Objective trying to meet is to have one Power BI report sent out to individual customers (like Report Bursting) in the form of a PDF.

Appreciate your help !!

Best Regards.

[KiranHosakote]

Hi @vbrkoppula ,

You can automate the PDF generation and emailing (user-specific, with slicers and filters applied) using BI Helper https://bihelper.tech. You only need one Power BI Pro license and there is no restriction on your users being outside your domain (vendors, clients).

See this tutorial for more details. https://medium.com/bi-helper/automated-distribution-of-power-bi-reports-and-dashboards-25fde6c68af0

[mattyj2009]

It looks like it might be a possiblity sometime this month to setup a subscription to send as PDF & PPTX file formats with up to 50 pages. 

https://docs.microsoft.com/en-us/power-platform-release-plan/2020wave2/power-bi/enhanced-export-subs...

[KiranHosakote]

@mattyj2009, 

That's a long awaited feature - will be good to have it, esp for Pro users. Would love to see how it works in the report bursting context - with multiple filters and slicers applied. 

Cheers, 

Kiran Hosakote

BI Helper 

[v-lili6-msft · Accepted solution]

hi, @vbrkoppula 

Users can set up an email subscription for dashboard or report following the guide in this article, Power BI will email a snapshot of the dashboard/report to users' inbox based on the schedule that users set, but PDF format is not possible for now.

For your requirement, you could post your new idea in Power BI ideas and make this feature coming sooner .

By the way: If BI Helper could fit your requirement.

https://bihelper.tech/

Please understand that this tool is provided “AS IS” with no warranties or guarantees , and confers no rights.

Best Regards,

Lin

[KiranHosakote]

Hi @v-lili6-msft and @vbrkoppula, 

Thank you for referring to BI Helper https://bihelper.tech/ to automate the generation of  PDF / PPTX reports from Power BI (Pro and Premium), with slicers and filters applied.

With BI Helper, you can select report pages to print, schedule and generate multi-page PDF / PPTX reports and email them to your users. BI Helper has an option to include matrix and table visuals as Excel files, and lots of other advanced features. Our users routinely run reports of up to 30 pages, with the process fully automated from report generation to delivery. 

BI Helper is simple to configure and use with your Power BI reports and dashboards. It is secure and scalable (hosted on AWS) and offered on a monthly subscription. We offer users a 14 day free trial - do let us know how it works for you. 

Kiran Hosakote

BI Helper