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wpf_
Post Prodigy
Post Prodigy

What is the best way to export a matrix from power bi to excel or csv automatically?

I have a pbix file that i published to the service and I set up a on prem gateway that i refresh on a schedule.  I want to find a way to export my matrix visuals into an excel or csv format every time my dataset is refreshed daily.  Then i want to email it to someone that does not have power bi license.  If I can even auto email the file that would be even better.  

 

I know I can analyze in excel, but I'd have to build the matrix up.  If I can build it only once and have it automatically fetch the new data every day that would be great as well.  but will the recipients be able to use it without power bi lic?

 

I also read that it can be done with R scripting but that requires me to have a premium license.  So I am not too sure which road to follow in for my given circumstances. I hope someone can help.  Thanks

 

 

1 ACCEPTED SOLUTION
v-stephen-msft
Community Support
Community Support

Hi @wpf_ ,

 

I think you may have read this blog, and I think it may be the best method currently.

 

https://sqlitybi.com/auto-schedule-data-export-from-power-bi/

 

Best Regards,

Stephen Tao

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

4 REPLIES 4
v-stephen-msft
Community Support
Community Support

Hi @wpf_ ,

 

I think you may have read this blog, and I think it may be the best method currently.

 

https://sqlitybi.com/auto-schedule-data-export-from-power-bi/

 

Best Regards,

Stephen Tao

 

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

@v-stephen-msft thanks. I think you are right.  Either use that or paginated reports.  

 

I am using a workaround currently but it involves powershell scripts to open the excel file and refresh then save and send as email.  

lbendlin
Super User
Super User

Does your license support XMLA endpoints?  You can simply "borrow" the DAX query for your Matrix visual from the Performance analyzer and then run it with your favorite XMLA endpoint query tool - SSMS, DAX Studio, Excel, Powershell, whatever.

@lbendlin 

 

I read that I would need the premium capacity to utilize XMLA endpoints is this true?  That could be a deal breaker.  

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