PowerBI Export - Scheduling and Send Export to Excel by Email

[gerasimovav]

Hello Coleagues! 

Every table from Power BI Report could be exported to excel. We're using it to send negitiated reports on Excel format. But we have to open Power Bi report, look for the table and export it to Excel, then send it to customer every month. 

I want to schedule and send excel files by email from Power BI Report. Is it possible? 

[KiranHosakote]

Hi @gerasimovav , @GilbertQ , 

See https://medium.com/bi-helper/automate-the-export-of-filtered-and-sliced-power-bi-table-and-matrix-da... for a solution from BI Helper. 

This requires a single Power BI Pro license (or higher) and you can email your Excel files to interenal and external users - customers, vendors or employees. 

[GilbertQ]

Hi there

You could use Paginated Reports to get this done by connecting it to the same dataset.

And then using the Subscription email from Paginated reports and attach the Excel file.

[gerasimovav]

Hi @GilbertQ !

Thank you for answering! It's very interesting functionality! As I understand it available in Power BI Premium only, isn’t it?

[GilbertQ · Accepted solution]

Hi there

Yes it is currently only available in Power BI Premium

[mgkct]

Hi GilbertQ,

do you know if something changed in this matter? Is this functionality available for all now?

BR M.

[GilbertQ]

hi @mgkct 

It is if using Power BI Premium or Premium Per User with paginated reports as indicated by @romgut 

[srlabhe123]

How to make sure or change my existing report to paginated report?

[romgut]

Check some Paginated Reports In A Day workshops 

Power BI Paginated Reports in a Day course - Power BI | Microsoft Docs

You would need to install the Power BI Report Builder and create the paginated report there, then you can publish and schedule it.