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avioti Frequent Visitor
Frequent Visitor

PowerBI Report - Scheduling and Send by Email

Hello Guys

 

I would like to schedule and send a report once a month for a person in my department.

Do you know if its possible? and How do I do it?

 

Thanks

2 ACCEPTED SOLUTIONS

Accepted Solutions
Super User
Super User

Re: PowerBI Report - Scheduling and Send by Email

@avioti You can have them use the new subscribe feature - here

They will need to subscribe to each page they want to have emailed to them.

 

Be aware, this would be after you share the dashboard with them. They would need access to see the report first, then would be able to add the subscription as described above.

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Super User
Super User

Re: PowerBI Report - Scheduling and Send by Email

@avioti I don't believe this can be automated, but you could use Analyze in Excel to build them a pivot table and work with it. Otherwise, I'm not aware of another way to share content in this way.. almost sounds like SQL Reporting Services is a better fit for this...

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11 REPLIES 11
Super User
Super User

Re: PowerBI Report - Scheduling and Send by Email

@avioti You can have them use the new subscribe feature - here

They will need to subscribe to each page they want to have emailed to them.

 

Be aware, this would be after you share the dashboard with them. They would need access to see the report first, then would be able to add the subscription as described above.

Near SE WI? Join our PUG MSBIWI
avioti Frequent Visitor
Frequent Visitor

Re: PowerBI Report - Scheduling and Send by Email

Actually, my report is a spreadsheet that the user will need to manipulate the data. Is it possible?

Super User
Super User

Re: PowerBI Report - Scheduling and Send by Email

@avioti Manipulate how? Could you describe the process/purpose of the report? I don't want to steer you wrong without understanding what it is you are trying to do...

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avioti Frequent Visitor
Frequent Visitor

Re: PowerBI Report - Scheduling and Send by Email

Such as create a pivot table with the information

Super User
Super User

Re: PowerBI Report - Scheduling and Send by Email

@avioti I don't believe this can be automated, but you could use Analyze in Excel to build them a pivot table and work with it. Otherwise, I'm not aware of another way to share content in this way.. almost sounds like SQL Reporting Services is a better fit for this...

Near SE WI? Join our PUG MSBIWI
Adigan_MSFT Frequent Visitor
Frequent Visitor

Re: PowerBI Report - Scheduling and Send by Email

Hello, 

 

If there is a long list in the report, a snapshot is sent via email, which clips a huge portion of the list. 

Is there a way to send the whole list, which would normally need a scroll in the dashboard?

 

Thanks!

Adigan_MSFT Frequent Visitor
Frequent Visitor

Re: PowerBI Report - Scheduling and Send by Email

Hello,

 

Currently, the reports that are sent are more like screenshots. eg, if a report has a scroll bar, the users only see the part in the scroll, and the rest of the list gets clipped. Is there a way to send the whole list as a report?

 

Thanks!

 

csssoft Frequent Visitor
Frequent Visitor

Re: PowerBI Report - Scheduling and Send by Email

You can schedule and send the entire report (instead of just a screenshot snippet) by using this third-party Power BI Reports Scheduler.

ggorham2 Occasional Visitor
Occasional Visitor

Re: PowerBI Report - Scheduling and Send by Email

The most common use case I've wittnessed in a business is the ability for a end user to schedule a matrix report via a email distribution so they can use the data and analyze.  I'm not seeing this as an available feature since the new subscription feature is just a snippet.  The typical ask is a CSV or excel format scheduled.