Easily download data in power Bi reports with power auto

Microsoft MVP Laboratory researcher

Hu Yongsheng

Net name enlightenment , Microsoft's most valuable expert (MVP),Power BI Direction MVP, official account 「Power BI star 」 The manager , The book 《Power BI Business data analysis 》 author , Focus on Microsoft PowerBI Technology sharing and dissemination .

summary

Power Automate It's Microsoft's process automation (RPA) Tools , Can be friendly 、 Realize the automatic processing of various inefficient workflow without code . It has also been integrated into Power BI in , stay Power BI Create in the report Power Automate Behind the visual object , The end user only needs to click the button in the report to run the automated flow .

Through the coordination of the two , Can provide more power 、 More flexible solutions , I will introduce their usage through some practical application scenarios , Share a use today Power Automate export Power BI Cases of reporting data .

Power BI The data in the visual chart can be exported , However, this function is not intuitive , Limited application scenarios , If Add a button on the report page , Let end users click to download data , Is it more convenient ？

Let's start with , The export data introduced here , It's not about exporting data locally , Instead, export to OneDrive On , You first need to have OneDrive for business Account .

This article takes the customer segmentation report as an example , To demonstrate how to add a “ Derived data ” Function button of , Here's the picture ：

In the top right corner of the “ Derived data ” Button

Let's take a look at the specific implementation steps .

Add... To the report Power Automate Visual objects

Click... In the visualization panel Power Automate, Add it to the canvas ,

Then a window will appear , Explain its usage and steps , First add data , Drag and drop the data fields to be exported into the field box ：

Edit flow

Click the three points in the upper right corner of the object （...）, choice “ edit ”,

Enter the edit window ：

You can click on... In the upper left corner “ newly build ”、 You can also use the following templates to create workflows , Here I choose to use the template , Now let's really start editing the workflow ：

▌ Click the template in the lower left corner ： from Power BI to update Excel surface

Excel Online It can be understood as OneDrive Upper Excel, In this interface , Refer to the arrow above , Click on Excel Online The three points on the right , Log in to your OneDrive for business Account , And then click “Continue”.

▌ Delete existing steps

Delete step “Update a row”：

▌ Add step ①： edit

Click on New step, Search and find “ edit ”：

And then click “ Input ” bar , In the pop-up window , Choose the last one “Power BI surface ”：

▌ Add step ②： establish csv form

Search and find “ establish csv form ” The operation of ：

stay “From” bar , Select the previous step in the pop-up window “Outputs”：

▌ Add step ③： create a file

In the editing interface , Fill in the following three items respectively ：

• Folder path ： Click the folder icon on the right , You can choose OneDrive Existing folder in ;

• file name ： Can be named as you like , If it is a static name , The last exported data will be automatically overwritten after each export , Here I choose the timestamp ( You can choose... In the pop-up window ) As part of the name , In this way, each export will have a new file name , Will not overwrite the original . in addition , suffix .csv Don't omit ;

• The contents of the document ： Select the output of the previous step Output.

And then click “ Save and apply ”, So far, the whole workflow is edited .

Format button

After completing the above steps and returning to the report page , You will see that a big blue button has appeared on the page , You can adjust the size of the button , And select the button , Adjust the text and fill color of the button in the format panel ：

Here I change the text of the button to “ Derived data ”：

This Power Automate The usage of buttons is the same as that of normally added buttons , stay Power BI Desktop Press and hold Ctrl Click on , Click directly after publishing to trigger .

After clicking, you can OneDrive See the downloaded data in the corresponding folder ：

Here you are 4 File , I clicked four times at different times , Generated a different name csv file , And here The exported data is dynamic , It is based on the data after the end user clicks various filters to interact .

explain ： What is exported here is csv file , If you open the Chinese in it directly, it may be garbled , You can download it locally first , And then use excel Import csv/ Open by text , The specific operation method can be searched .

That's the use Power Automate download Power BI Data skills , Click the mouse all the way , No code required , Relax in Power BI A download button has been added to the report ; If you finish making, click the button , Not in the OneDrive See the downloaded data , Maybe there is a mistake in one of the above steps , Please read the operation steps carefully again .

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