scheduled export of a report to pdf
It would be nice if there is an option to have a scheduled export of a report to PDF. A nice to have feature would be to directly e-mail it to people so they are being notified of the latest report.
Another update on this item – users now have the ability to set up scheduled subscriptions with paginated reports and 6 different formats, along with parameters per subscription to allow further personalization. There is also now the ability to create paginated reports against any Power BI dataset in the service, and we’re planning to add drillthrough from Power BI to Paginated Reports in the short term.
We still have plans to support e-mail attachments for Power BI reports as well in the coming months, and we’ll share more specifics once we get closer to starting that work.
We also need to automate exporting visual data to csv. Our report has scrollbar, export to pdf shows only a small portion of the data.
We started with PowerBI Pro and didnt even think about having this function; we thoughts thats absolutely standard - ecspecially if you guys call it the "Power Platform" with Automate and so on.
Its unbelievable, that an automatic export to csv and then mailed / moved on to ftp, onedrive whatever is not possible. This is an showstopper for us and - if we cant find any 3th party solution - we have to move on to another BI solution. I really dont understand how you guys could "forget" this feature.
Philip Bowen commented
Scheduled exporting of data from Power Bi in Excel will be highly beneficial, especially when connecting to two or more data sets is not possible. Information from one report using a data set could be easily incorporated into another report if this export was automated.
Please consider adding this feature.
This will be really beneficial as people are looking for a "hard copy" file that can be run before an automated update for audit reasons.
Is there any timeline when this will be released
Kiran Hosakote commented
At BI Helper https://bihelper.tech, we continue to build on the core ‘Export to PDF and email’ functionality for Power BI Pro, Embedded and Report Server users. New features in BI Helper:
1. Integration with Microsoft: Enhanced security and seamless interface with Power BI.
2. Matrix and Table Visuals as MS Excel files: See your matrix and table visuals in Power BI as MS Excel files, sent to you as email attachments. With support for full vertical and horizontal scrolling, so that you can easily view ALL your data. With report filters and slicers applied, so you can view ONLY your data!
3. Support for custom Canvas (page) sizes: Build your Power BI reports with any canvas size and aspect ratio. Use BI Helper to automate PDF creation and report distribution.
Visit https://bihelper.tech for a demo.
we need excel or csv
Brad Martin commented
We're using Power BI as a lightweight ETL tool to perform transformations on data from various sources, but need to be able to automatically export the transformed output. Power Automate would be a perfect end-to-end solution if we could just export the data from Power BI automatically.
Benjamin Hennessey commented
is this for external users as well?
Bring it to pro as well.
Currently a report subscription that sends an email with a paginated PDF of the report attached is only available in PowerBI Premium, correct? Are there plans to bring that ability to PowerBI Pro?
the idea was started in 2016 and till date it hasn't been added.
I doubt Microsoft will do it ?
Whether this is delivered through a MS Flow (MS Automate) functionality or delivered directly in PowerBI Web, this is a must have. Being able to have reports being generated for a PDF opens up opportunities for automation with teams, projects and clients. Licensing seems to be a risk to consider.
I feel this request/idea also crosses over into the debate about the need for a "report viewing" license (read only) to view reports. See - https://ideas.powerbi.com/forums/265200-power-bi-ideas/suggestions/6769950-create-an-read-only-and-external-license-tier
Fully agree with thi sone "An MSFlow connector to the data would also be great. Currently you can query alarms, which is an interesting thing, but I don't know of any application that uses the alarm function seriously."
We are thinking of using PBI Embedded for our Customer-facing app, and the only thing currently blocking us from going forward is the inability of the Embedded to export to PDF.
If possible, please add this (as I believe there are many more who'd love this to become a part of the PBI Embedded).
Thanks and kind regards.
My boss is asking for this so I need this because my job depends on it. Please make it happen this year or I'm gone.
Need csv or/and excel support. Thanks!
What's the status of this? I have no adoption of reports I have built because I cannot automate their distribution. People still don't want to go to run report themselves. They want it attached and distributed by email.
Rupesh Shelar commented
we need excel or csv
Kiran Hosakote commented
Now available for Power BI Pro and PBI Report Server users:
Automated generation and emailing of reports in PDF format with user-defined slicers. With enhanced information security and user-configurable API integration for slicer values and contact email IDs.
See BI Helper https://bihelper.tech for details.
Especially for large datasets used to provide monthly metrics, a lot of manual effort could be eliminated by providing a function to export either tables (append to existing) or export data from visuals (measures, etc.) to SharePoint Online Lists or other database tools (or even within Power BI itself). This would be a static snapshot feature to capture the current state of dynamic data and preserve/archive history of KPIs.