Case Study - Adding Data From Power BI Report to Excel Using Power Automate

Learn how to use Power Automate to add filtered data from your Power BI report to an Excel spreadsheet. This case study brings a few of my previous videos together. I'll walk you step-by-step through creating the functionality you need in order to manged narrative values that are assigned to specific dates on a line graph. I use the Power Automate connection to Power BI to add a new row to an Excel spreadsheet. The new report is populated with data that you filter in the Power BI report. Power automate allows you to pass across field values as well and measures so you can integrate these into your Excel spreadsheet. It's simple to set up but there are a few considerations that you need to be aware of. I'll cover these and explain what I did to overcome them. This approach has lots of applications but in this example, I'm going to use it to add a seed row to the spreadsheet. The row will then be manually updated with an explanation of why the maintenance backlog increased or decreased on a particular date. After the update has been made it will then be possible to manually initiate a data source refresh, allowing you to view the narrative straight away in your report. 👍Tip: This is a longer video so why not try increasing the playback speed to save time. Research has shown that this can speed up your learning! You'd be surprised how well it works! ---------------------------------- ⏩ Video Navigation ---------------------------------- 00:00 - Introduction 02:17 - Adding Power BI fields to the Power Automate button 04:00 - Power Automate flow - Connecting to Excel sheet 06:16 - Defining the fields passed from Power BI to the Excel sheet rows 07:18 - Apply to each action in Power Automate 08:00 - Add a row into the table - define column contents 09:38 - Seeing the Power BI data being added to Excel 11:00 - Fixing issue with date format 15:00 - Explaining issue when no date is selected and the flow is triggered 16:21 - Adding variables to Power Automate 18:35 - Adding conditions to Power Automate 20:20 - Demo of the solution to no dates being selected 21:05 - Adding Help 1 - dynamic message 24:08 - Adding Help 2 - adding pop-up instructions 26:05 - Demo of the buttons in action ----------------------------------------------------- 🎥 Related Videos ----------------------------------------------------- QT#34 - Add tooltips to specific dates on a Power BI line chart to explain increases and decreases https://youtu.be/jaici0AtX5Y QT#56 - Refreshing Narrative Dataset Values on Power BI Chart Using Power Automate Button https://youtu.be/HeOsNw3F42w ----------------------------------------------------- 🎓 Power BI Dashboard Training ----------------------------------------------------- 👉FREE Power BI Quick Start Course - Learn how to create your first dashboard in around 90 minutes! https://effectivedashboards.com/power-bi-quick-start-create-a-pbi-dashboard-in-90-minutes/ 👉 Power BI Quick Start PLUS - Learn how to craft KPI management dashboards that really do help you, your boss, and your peers make better decisions! https://effectivedashboards.com/power-bi-quick-start-plus/ ------------------------- 📁 Resources ------------------------- 👉Access to the source PBIX files for my YouTube videos: https://effectivedashboards.com/courses/free-resources/ 👉Article series on creating a maintenance management system data model and how to address the human factors of data collection for improved data quality. (This is not just relevant to maintenance and reliability data). https://effectivedashboards.com/data-articles/