Excellent explanation, thank you. I have used Power Automate to export details of the currently selected Power BI item(s) to Microsoft Lists. Subsequently importing the list back into Power BI during the Scheduled Refresh. This means that I can present a list of data to the users, and allow them to mark items as 'Checked off' and refresh the view when the next load of items comes into Power BI. It does require the items to have a unique identifier to ensure things don't get confused, but this is a relatively simple field to create on each table - which is linked back to the imported List. If there is a need to add an explanation, these can be prepopulated in each Power Automate Flow, or more complicated explanations can be entered in Lists by editing the appropriate record (which is a little more work, but completes the user experience).
This feature will be incredible for things like mapping new accounts, projects, employees etc to their different categories. Really great video. This one will get saved in a special folder. Thank you so much.
Can we do something to expand the scope of the export button, like numbers of all the screens get exported to the excel file at once through a single button?
Well done Ruth for all you useful videos! I would love to see how we can create a button that can send the filtered data by e-mail e.g. Table [Monthly Sales per Employee] - Filter table by desired Employee - Send to the selected Employee Thank you again for all your videos!
This should help you. Use email address as a data field to avoid hardworking the email :) m.ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-lqlYl3pVL1g.html
Right on time. For those wondering: it is possible to export locally, pre-requisit is that you have a gateway setup. Use the create file option under "file system". Downside: you can only export the first 1000 rows. Next video: how to build loops in power automate to export more than 1000 rows at once?
Thanks a lot for all the great videos that you post for making our lives easier... I implemented this today and noticed that this flow is only exporting 1000 rows... can u please check on ur side and see if ur facing the same issue? My data has 5000 rows and every time I trigger it I am getting only 1000 rows....
@@CurbalEN Is there a way to get more than 1000 rows out? This is why I usually avoid using Power BI Desktop. It seems so hard to get the clean data out.
Amazing!!! So, I wonder if it can connect to google sheet? like when click button, it will updates to new row in specific sheet, or it is possible to automatically daily update to the sheet around midnight?
Awesome...perfect timing...I just got a request to make it easier for end users to export to excel. Really Really Great Video! So grateful you did this video.
Excellent helpful video. Shame that Microsoft intentionally choose to have this unsupported when the report is embedded into something like a SharePoint.
Hi there, Great Video!!! Quick question- The export to csv button seems to work perfectly on my system but fails to work when my coworker tries it on their system.Any help regarding this issue?
Hello, with your example, all the headers are at the top of the row, but I would like to have it like a matrix format, some of the headers on the left side and also, the headers on the top are years value which are the values from one of the power bi table so that depending on the filters on the page, the number of columns could be different. (e.g. 2020, 2021, 2022 or could be 2021,2022) how can I make that work? at the moment, the flow extract exports like normal standard export which has all the headers at the top
Hola Ruth! Saludos desde Costa Rica, muchas gracias por estos videos tan buenos. Será posible extraer automáticamente la data todos los días sin tener que apretar el botón? Se podría usar otro trigger para extraer la data?
What an awesome feature!!! That's why I'm also learning Powerapps and Power Automate thus I can improve my skills. Thanks for the great work, keep it up!!
Hi, i have a report with multiple tabs and would want a Power Automate flow to export Power BI report tabs to individual worksheets in a workbook. need your help
Will this button work if the report is published in the app? I do not want to add the rows to the table, is there a way to dump file in share point rather than adding rows. For example I want to overwrite the existing file and in excel. How can I do that? Thank you!
Excellent video as always Ruth! Thank you for your videos, they are very helpful in my Power BI learning journey. Looking forward to seeing more videos about Power Automate with Power BI! :)
Thanks Ruth. As always, great and very useful video From my modest point of view, this feature looks like a recently born baby, very limited yet, but plenty of potential to be developed. Let´s cross our fingers for they to put lot of hours on making this better and better Please, keep on making videos on how to apply this feature on other ideas Thanks a lot
Hello Ruth. Great Video!!! - So when you export data to excel you need to have an existing file with a table inside. My idea is: 1 from the cloud flow trigger the power automate desktop to create and and save new file 2. new step to build the table from cloud flow and then finally 3 send and save data to the created file and table. To do that you need to install power automate and gateway. This is just only an idea and I don't know if this will work, but technically seems to be possible.
@@CurbalENI was thinking about one flow (add the steps to the flow) but anyway the flow button in Power BI is just a very new feature. I hope that they (MS) will improve it soon. BTW once I heard that in any data system the most desired button is export to Excel. Have a nice evening.
Hi, a great introduction to using MS flow. Did you, or any of your subscribers, come across a 1000 row limit when exporting the data as CSV from PowerBI?
@@CurbalEN Thanks for the prompt reply. I will keep searching, If I find the answer I will let you know. Thanks again for help and your posts very helpful. Chris
this is really a terrible limit. I put in all the work, and now I have to conclude it's worthless... 1000 row limit is a deal breaker. Anyone any solution or work around?
Thank your view . I like to lear about this tool. I created the flow, but exported only 1000 records. I have 850,000 of rows. How can obtain the complete table? Could you provide you feedback please.
Hi @curbal i love your video, but i ran into a problem. I got as far as step 2 click on the (...) and that brings me to the "Microsoft Power Automate" about minute 3 into your video. i got the blue banner but i did not get [+ New] button at the top corner it just blank, not sure what i am doing wrong. what i want to do is export the detail table i have already created in the dashboard, the business user will drill down on filter they are looking for their job once the drill down they would click on the "Export to Excel" button i am trying to create, i know you can click on the (...) at the top left corner of the detail table but not all business users know that they want a simple button to export the table to excel
Hello Ruth Great video, thank you so much. I need to build a Power Automate flow, which does the same thing you did(export csv file from Power Bi Repot and put it in a Sharepoint folder) but I need to do it automatically every day without clicking on the button, in short, I need to schedule this flow. Can you tell me if it is possible to do this with Power Automate? Thank you in advance
This was a great feature to have added, so often you still get the "I need to be able to have and export of that", filtered, sliced etc... Analyse in Excel is great, but when they want to have the raw data, you used to have to set up a Paginated Report and use parameters to replicate your filters etc... Considering that needs Premium that's not always an option. Using Power Automate is way simpler (and cheaper)!
Hello, about the Excel Export Button, do i need a PBI Licence + an Excel Online (Business) licence only to set up the button, or do simple users need that as well? My customer strictly requires this feature with a specific button, but since i'm not provided with a Business Excel Licence to attempt some testing, i am a bit stuck in the middle. Thank you!
@Curbal hello - seems they change some settings - i get automatiquement a "apply to each" and it doen't accept what it is proposed - it want a table - any suggestion?
Hi Ruth , thanks 4 the video , but in my case I have a table (in the desktop) with Total rows in all columns , how can you export to excel included the total rows at the end of the table in the excel file ? Thanks
Great video as always! Is there an option to name exported csv with it's dynamicly changing header or just dax measure with data selected on slicers? Thanks!
Ruth, I got this working in my report, but my report is embedded into a website, and once it's embedded, the button does not work anymore. Is this a limitation?
Hi, I tried to do that (cvs) and it appears this problem : The 'from' property value in the 'table' action inputs is of type 'Null'. The value must be of type 'Array'- In the action create cvs table. Do you have any recomendation how to resolve it?
This is very useful. Thanks. One of my client is asking to generate the csv and email to the group email along with the dashboard page. I am able to generate PDF automatically at 8 am after my dashboard refreshed and then send email. how do I accomplish attaching the CSV file? As per above flow, someone need to click the button on the powerbi dashboard to export.
Hello Ruth, excellent video as always. I am interested in exporting to Excel from a Power BI report button (after filtering and slicing according to user needs) but to a local file. I have read that this is possible using the gateway. Is it possible? Could this work for a public Power BI report embedded in a website? I have looked for a solution to this everywhere with no success. Thank you!
Excelent video, thanks a lot QQ: is there a way to export the file directly into a local folder? Im looking into letting the user export the data in a csv when they are looking at the report in the Power BI server, thanks!
I am using power automate for export the data into SharePoint. I shared this report into power bi service, but user is unable to triggering, if he trigger unsuccessful showing....any suggestions...
Hola Ruth thank for sharing this useful function. I started to follow for my own and did it step by step following your description but i struggle with an error: "The 'from' property value in the 'table' action inputs is of type 'Null'. The value must be of type 'Array'" in the "create csv table" part. Any idea or solution. Many thanks Michael
Thank you very much Ruth! It seems so beautiful the small button :) BUT, someoneelse has the problem, that the exported data is far away not completed? The data is not a lot. I would be more than thankful is someone has an answer to it. Greetings from Germany :)
Thank you Ruth! Awesome integration. I need a button to download to a local folder, and hope it works with Embedded, if someone tested this scenario please let me know :)
It seems to be not working with embedded. Trigger will not take place or in other words manual trigger couldn't reach flow. If you find any download option do let us know
Okay...that was wayyy more exciting than I expected it to be! Kudos to you Ruth! Will you be making a video on how to update existing excel data as well?? Please :)
Can we setup the schedule the export in customized calendar ? As we know, sometime users would like to see the report in some specific day such as BD1, BD2, and avoid the holiday. So it would be great if the export could avoid holiday or happen with a customized calendar.
Hi nice video. I don't get the step under the add rows into table, i see you select sharepoint and the file name appears . I noticed you mentioned of having the excel alreay created in your drive. In my case i don't have the excel file so i can't see the file name when i select the file option.
Hola Ruth ! No sé si te habrán planteado mucho esta duda, pero estoy intentando crear, con power automate, un flujo para insertar datos en SQL desde powerBI. La idea es utilizar PowerBI para procesar una serie de ficheros, hacer las transformaciones necesarias y "exportar" los datos resultantes a SQL (con un botón en el propio informe, sin pasar por DAX Studio, donde si es posible exportar tablas a SQL) ¿Crees que es posible? Creo que sería un video interesante. Un saludo y enhorabuena por tu canal !
Hi Ruth, yesterday one of my colleagues from the financial department asked me for an excel export button in a certain report. :-) With your video I was able to solve this problem in about an hour. Thank you very much! Only one problem remains: adding a row to a table does exactly what it says: it appends rows. The old lines have to be removed first. Do you have a tip or a video?
@@CurbalEN Yes, thanks again. You have to identify a row by a key value and then you have to delete it before inserting the new row. It works for me. Maybe in other cases if the rows have other key values than in the last run you'll have to provide a workaroud with a dummy column used as a key to detele the complete data before inserting new.
Great video! Does anyone know how to get the files formated when exporting to CSV? For example: if I have in my table words like "São Paulo, Ceará", they aren't properly formated after exporting to CSV. São Paulo gets like this: S¢o Paulo, and all the words get the same standard.
Is it possible to download to the local system NOT Share point or one drive? I have Report which has been shared wide audience and I want them to use this. Buti wan download to happen on their local system. [LIke the export function works]. Please advise
Exellent video. I can't see if it can't be done for downloading on desktop? Has anybody been able to do it? I would like to make this button for my clients to downlaod their analyzed data
Excellent video Ruth! Thank you for your videos. I have a problem when exporting from a public link, it keeps "Triggering" after pressing the button, but from desktop App and On line, it runs ok! Any idea?
Amazing video, congratulations! I have a published power bi report online (openly) and I need to create a button to export a csv file directly to the local PC of the user who visits the report. I'm going crazy. Would you have some useful advice for me? Thanks so much in advance
