How to Automate and Schedule CSV File from Power BI using Power Automate to Upload to SharePoint Folder

bluehoodie
4 min readFeb 5, 2024
Illustration generated by DALL-E

Regularly, I encounter requests from users expressing a need for customised, scheduled reports from Power BI, rather than mere screenshots of specific dashboards. While this isn’t a straightforward task in Power BI, it can be done easily in Power Automate. In this blog post, we will delve into how to effectively send and schedule tailored reports from Power BI datasets to any user within your organisation and upload it to a specific SharePoint folder

🎯Objective

Send a customised table from a Power BI Dataset/Semantic Model

🔨Tools Required

  • Power Automate
  • Power BI Desktop
  • Power BI Workspace

🪄 Potential Use Cases

  • Send scheduled reports to users via Email/Teams
  • Upload the report to OneDrive/SharePoint

✨ Solution Overview

1. Extract data from the Semantic Model using Power BI Desktop
2. Integrate this query into a Power Automate action
3. Set up and execute the Power Automate flow on a schedule
4. Upload the resulting CSV File to SharePoint folder

--

--