Export To File from Power BI with Filters

Introduction:

In this blog we will understand the action "Export to File from PowerBI report". Power BI has options to Export the Report in PPT or PDF format, however if you need the Report to be uploaded to SharePoint or send as email using a flow, you can use the Export to File from PowerBI report action in power automate.

Explanation:

The Export To File for Power BI Reports has below parameters-

Workspace- In dropdown you will see the workspace options, if you are the owner of report or if report is shared with you, you will see the report in "My workspace".

Report- Select the report from the dropdown, it will show all reports that you have access to in the workspace

Export Format can be PDF, PPTX or PNG

You can add further details like Bookmark, locale, etc.

Another main parameter is Filter- if the main report is not filtered but you need the exported one to be based on a filter you can add the filter as Table/fieldname eq 'value'

Please Note that the table and field(column)name is case sensitive and should be the one given in Power BI Report.

Example if you want to filter the report on Contact and you have the field CONTACTID under ALLCONTACTS table of Power BI, then your filter will be ALLCONTACTS/CONTACTID eq 'contact record id you wanna compare with'

Also, in case your table or column name has special characters they will be replaced with given options-

More details on filters-https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-url-filters

The Output of this action is File Content which can be used to create a file on SharePoint or as attachment content to send in an email.

Comments

Get Business Process Flow Stage Id using API Query

Developers may need to get the stage ids of BPF stages in order to use in power automate or JS. Here is a blog that will help. API Query- https:// CRMURL.dynamics.com/ api/data/v9.0/processstages?$select=stagename&$filter=processid/workflowid eq BPFGuid Eg: 1) Get the GUID of Business Process Flow whose stage details you need. Replace below Query with Your CRM URL and BPF GUID. https://Test130.crm.dynamics.com/ api/data/v9.0/processstages?$select=stagename&$filter=processid/workflowid eq 9128E4D1-1234-4852-ABD0-A63A6ECA5C5D Output: The output will provide the stage name and ID.

Power Automate to Access SharePoint Recycle Bin

Introduction : A ccess Recycle Bin of SharePoint using Power Automate. Steps: Actions: select "Send an HTTP request to SharePoint" Enter the below details: Site Address: Select your site address from the list. Method: GET Uri, Headers: Refer the screenshot below. Pls. Note: Trigger used was When a File is Deleted- SharePoint Connector. Select Action "Parse JSON" In parse JSON, the content is the body of HTTP Response Enter the below Schema: { "type" : "object" , "properties" : { "odata.metadata" : { "type" : "string" }, "value" : { "type" : "array" , "items" : { "type" : "object" , "properties" : { "odata.type" : { "type" : "string" }, "odata.id" : { "type" : "string" }, "odata.editLink" : { "t

Dynamic, Multiple Recipients of D365 Email in Power Automate

When t he activity parties (TO, From, CC) ae static, we can easily send emails. However here is how we can set the activity party dynamically on the Email. In above screenshot we can see the Activity party attribute is populated for single value and is static to only a single entity record GUID. Solution: The create a record of Email message is as below, here we are entering the attributes of activity party, by clicking on "Switch to Input entire array" You will get the Array format, the participationtypemask is TO, FROM,CC while the partyid@data.bind is the email address. Now all you need to do is create a dynamic array, You can use append to array variable action to create an array with participationtypemask as per your requirement. Example: get all users whom you need to send email, append the user id to array. pass this array as input to the Activity Parties field in create an email record.

Forecloud Technologies

Search This Blog