Sending Power BI Table Data as a CSV File via Email with Power Automate

In today’s business world, the importance of making data-driven decisions is better understood than ever before. Powerful data analysis tools like Power BI help businesses understand and visualize complex data. However, the need to effectively share and collaborate on data adds another dimension to this process. This is where “Power Automate” comes into play. In this article, we will learn how to use Power Automate to send Power BI table data as a CSV file via email. We will also take a look at the advantages of this method and its various use cases in different industries.

Türkçe Kaynak: https://github.com/aysegulyigitbi/Power-Automate/tree/Power-Automate-ile-Power-BI-Tablo-Verilerini-CSV-Dosyas%C4%B1-Olarak-E-Postaya-G%C3%B6nderme

Managing Data Workflows with Power Automate

Power Automate is a Microsoft service designed to automate your business processes and manage data workflows. This powerful tool offers great flexibility in moving data between different applications and creating workflows. By combining Power BI and Power Automate, you can take data analysis to the next level.

Advantages:

• Automation: The data sending process is automated, reducing the need for manual intervention and saving time.
• Rapid Data Sharing: With real-time data updates, it enables fast and up-to-date data sharing among teams.
• Customization Capability: You can customize the data sending process, adjusting the data you want to send, compression level, and communication frequency.
• Application Integration: Power Automate can be integrated with various applications, allowing you to integrate data flows into a broader business ecosystem.

Use in Different Industries

The ability to send Power BI table data as a CSV file via email with Power Automate can be used in various industries:

• Manufacturing: The manufacturing sector can use this method to instantly share production data, inventory reports, and quality control results.
• Retail: Retail companies can easily share sales data, inventory updates, and customer analytics.
• Healthcare Services: Healthcare organizations can securely share patient data and medical reports.
• Education: Educational institutions can quickly transmit student performance data and exam results.

The integration of Power BI with Power Automate makes data analysis more accessible and provides a powerful tool for automating business processes and accelerating data sharing. In this article, we will explore how to combine these two powerful tools and enhance data management and sharing for businesses.

1. Open the Power BI report you want to send via email and navigate to the page you want to trigger.

2. Copy and paste the table you want to transmit in tabular format. You can also add additional fields to the table if desired.

3. Resize the table and place it in the desired location in the report since we will turn it into a button triggered by Power Automate.

4. With the table selected, click on the Power Automate icon on the right side to convert it.

5. Click on the three-dot icon of the Power Automate button you want to create and then proceed by clicking the “Edit” button.

6. In the pop-up window, you can either create a new automated flow or use the existing automated workflows available below the window. We will create a new workflow by clicking the “New” button in the top left corner of the screen.

7. To start, you need to select the “Initialize variable” task to define your table variable.

8. After defining the variable name, select “Array” as the type since we will be transmitting a table in CSV format.

9. In the next step, you need to select the “Append to array variable” task to define the table variables you want to send via email.

10. After entering the name of the array as defined earlier, in the “Value” section, specify your table fields from the dynamic content section.

11. In the next step, use the “Create CSV table” task to convert your table into CSV format.

12. Select the table variable name in the dynamic content section.

13. In the following step, fill in the content of your email and complete the process. Then click the “Save and apply” button in the upper right corner of the screen to save your workflow.

14. After successfully saving the workflow, you can click the “Back to report” button on the left side to return to your report.

15. The Power Automate button we created for triggering the workflow is now available in the report. Click it to trigger the workflow.

16. The workflow is triggered.

17. The email with the content in table format is successfully sent.