PowerBI Robots 101

PowerBI Robots 101: everything you need to get started

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Whether this is your first contact with PowerBI Robots or you already know what it does, this PowerBI Robots 101 guide will hopefully provide all you need to get started with little to no trouble.

  1. What is PowerBI Robots?
  2. Who should use PowerBI Robots?
  3. Creating a new playlist on PowerBI Robots
  4. Downloading, Installing and Configuring the PowerBI Robots desktop agent
  5. Personalizing a playlist on PowerBI Robots
  6. Edit filters in bulk using an Excel file
  7. Displaying a PowerBI Robots playlist on any screen connected to the internet
  8. Embedding Power BI reports in emails
  9. Using tokens in PowerBI Robots
What is PowerBI Robots?

PowerBI Robots is a brand new tool for Microsoft® Power BI™ that uses Robot Process Automation (RPA) to automatically and recurrently take screenshots of dashboards and reports and deliver them to a recipient. The screenshots are saved as an image or PDF file and instantly sent to an email, a SharePoint library, a file system or the cloud. As you will see in this 101, this flexibility allows you to, effectively, display Power BI reports on virtually any device with a web browser.

You can download a trial version of PowerBI Robots, and use it for as long as you wish. This trial version comes with its limitations, though: it only supports 5 playlists with up to 5 visuals each, and 5 recipients per playlist, and your reports will have a red watermark. If you wish to update to the full version, a 1-year license is enough for company-wide use and is available for only 899€. In additon to removing all limitations, the full version allows you to send Power BI reports as many times as you wish and to anyone you want, even non-Power BI users outside your organization.

Display your Power BI visuals on a TV - PowerBI Robots 101

Who should use PowerBI Robots?

PowerBI Robots is especially useful to professionals who need to:

  • send or receive regular updates on the most recent business intelligence data wherever they are;
  • broadcast BI data on a large screen without a dedicated computer, such as a smart TV or video wall;
  • share data from the Power BI™ account they manage with several other users;
  • manage a business with several areas and need to recurrently send diverse Power BI™ metrics to different middle managers;

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

Creating a new playlist on PowerBI Robots

1- General information

To schedule automatic screenshots with PowerBI Robots, go to the web agent and click “Playlist” on the side menu. From here, you will be able to create new automation playlists, as well as search and access previous ones.

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

To start a new automation playlist, click the “Create” button. On the first tab (“General”), name the playlist, and choose the screenshot output format (image, single or multiple PDFs, single or multiple Excel files). Then, set the screen-capture recurrence (i.e. your data’s refresh rate) and how you want your data delivered (“Deliver to”).

PowerBI Robots recurrence

Currently, PowerBI Robots supports the following delivery methods:

  • Email: deliver your Power BI reports and dashboards as high-definition images, PDFs or Excel files by email. Send to as many recipients as you wish by adding them in the “Recipients” tab. Fill the subject and email message in the “General” tab;
  • File System: send your Power BI reports and dashboards as high-definition images, PDFs or Excel files to a file system. You must enter the path to it in the “Recipients” tab;
  • SharePoint: send your Power BI reports and dashboards as high-definition images, PDFs or Excel files to a SharePoint library. Enter the SharePoint library URL and Listname on the “Recipients” tab;
  • Slideshow: display your Power BI reports and dashboards as high-definition images on any web browser. If you choose Slideshow as your delivery method, you don’t need to fill in any recipients. PowerBI Robots generates a URL you can use on any web browser to watch your playlist;
2- Recipients

After choosing your sending method, click the “Recipients” tab to fill in your data recipients:

PowerBI Robots recipients

Keep in mind that this tab is only available when you select Email, SharePoint, or File System as your delivery method. Since one of PowerBI Robots‘ biggest advantages is the ability to share PowerBI reports with people outside your organization, you may add any emails or SharePoint libraries to your recipients. Just make sure you have the proper authorization to do it.

You can add new columns next to the mandatory name and email fields. Each new category will be available as a token wherever they can be used.

3- Adding Power BI reports, dashboards and visuals to your playlist

Once you’re done, click “next” and proceed to the “Visuals” tab. Click “Add Power BI Visual” and, after signing in to your Power BI account, a screen displaying your Power BI workspaces will pop-up. You may see all reports and dashboards contained on each by clicking the plus sign. Check the boxes to select which report pages and individual tiles you wish to send (alternatively, select them all). Select which data you wish to send and what filters you want to apply. If you need further instructions on how to do this, check section “3 – Personalizing a playlist on PowerBI Robots”.

DevScope Demo

All selected dashboards and reports are displayed on the left of the screen, under the “Search” bar. You can change the title, set the size, and apply report and page level filters to any reports by clicking the icon next to each PBI Url field. After selecting the Power BI dashboards and reports to add to your playlist, click “Create” to finish creating your playlist.

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

If, instead of creating a new playlist from scratch, you wish to duplicate one, click the Actions button from the Playlists screen and select Duplicate from the dropdown menu.

Duplicating a playlist in PowerBI Robots
Select Duplicate from the dropdown menu

A playlist copy keeps all elements from the original one, including reports, recipients and filters. Keep this in mind when creating playlists using this method.

You must now install and configure the PowerBI Robots agent to synchronize your playlists.

Downloading, Installing and Configuring the PowerBI Robots desktop agent

After setting up your playlists, you must install and configure the PowerBI Robots desktop agent. If you don’t do it, PowerBI Robots simply won’t work. This agent  sets things up and synchronizes your playlists. It does not collect any information – everything is stored locally, on the user’s infrastructure. You can download the PowerBI Robots desktop agent on the web agent or by clicking this link.

After downloading the PowerBI Robots desktop agent, extract the file, click it and follow the steps in the installer. When the installation process is over, open PowerBI Robots Config and follow these steps:

1- On the “General” tab:
Send your Power BI reports and dashboards by email, to the web or to a SharePoint library
Whenever you create or modify a playlist on the web agent, you must synchronize it on the desktop agent in order for those changes to take place.
  •  add your PowerBI Robots account ID (you can find it on the top right corner of the web agent) and click “Synchronize”. IMPORTANT NOTE: every time you add, edit or remove a playlist from PowerBI Robots, you must open the agent and click “Synchronize” for the changes to take place;
  • Log in to your Microsoft® Power BI™ Account;
  • Check the Service Configuration;

If you wish to, you can also test your playlists here. Click the “Test PBIRobots Playlist Execution” button, and the following window will pop up:

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

Select the playlist you want to test and its rendering defaults. Your images or PDFs are stored at the location of your choice if “Override Target Delivery of Playlist” is checked.

2- On the “Providers” tab:

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

If you’re using an SMTP service to send your reports by email or are sending them to a SharePoint library, this is where you configure it. If you don’t have the necessary information, please ask your IT manager.

To use your Office 365 account, make sure you have the following SMTP configuration:

  • Host: smtp.office365.com;
  • Port: 587;
  • Security box has to be checked;

Likewise, if you wish to use your Gmail account, make sure you have the following SMTP configuration:

  • Host: smtp.gmail.com
  • Port: 587
  • Security box has to be checked

If “The SMTP server requires a secure connection, or the client was not authenticated”  is displayed, that means your Gmail account is blocking the access. Check your inbox for an email from Gmail Security Center and follow the instructions to allow the access.

3- On the “Service” tab:

You can choose between using a built-in Local System user or a Specific user. For the latter, make sure that specified user has read and write permissions to the installation folder (by default, C:Program Files/DevScope/PBIRobots).

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

Save all changes and close PowerBI Robots Config.
And voila, your PowerBI Robots agent’s configuration is complete! Your playlists can now be sent.

Personalizing a playlist on PowerBI Robots

One of PowerBI Robots’ advantages is the ability to send different data to different recipients from the same Power BI.

As an example of how to use this function, we will use a retail chain scenario.

Let’s imagine you’re the general manager and need to send the “Annual Sales Report” to 3 of your stores. However, you don’t want to show each store manager how well their counterparts did. To do so, select the “Visuals” tab, connect your Power BI account and select the reports and dashboards you wish to send. This is where we would gather our total sales data. Add whatever reports and dashboards you wish and hit the Add button.

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

From here, you can apply page level filters to the reports by clicking the filter icon on each. All recipients will receive the same data filtered this way unless you make some changes in the next tab.

On the “Filters” tab, you can further personalize your data by setting additional filters to each recipient of your reports. This is where we filter your “Annual Sales” data according to each store so each manager won’t be able to access the others’ results.

To filter data individually, firstly select a report under the search bar on the left. Then, click the filter icon alongside that data’s recipient, on the right. Apply any filters as you see fit.

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

Although dashboards can’t be changed, you can fully personalize your Power BI reports by selecting which data is shown to each recipient.

Edit filters in bulk using an Excel file

Alternatively, you can save time by editing filters in bulk in Excel and uploading it to the PowerBI Robots web client. This feature is aimed at experienced users due to the risk of misediting important information, so pay extra attention when using it.

To edit filters in bulk, go to the Filters tab and click Export Filters to download an Excel file with your playlist’s name.

Click Export Filters to download an Excel file
Click Export Filters to download an Excel file

After opening this file, you’ll notice four columns:

  • PageName – write the path to any report page in this column. Page names are very specific, so we highly advise you to have at least one instance of the page you want to send and use copy/paste for new recipients;
  • Recipient – add the email of any recipients to this column;
  • ReportFilter – edit report-level filters in this column by changing any of the contained values;
  • PageFilter – edit page-level filters in this column by changing any of the contained values;
You're free to edit each column in Excel
You’re free to edit each column in Excel

After editing your Excel, return to the Filters tab in PowerBI Robots’ online agent, and click the Import Filters button. Click Create or Update to finish.

Import the Excel file to apply your filters
Import the Excel file to apply your filters

Alternatively, you can use a JSON editor to edit your filters in bulk. The process is the same, but make sure you select JSON when exporting your filters.

Displaying a PowerBI Robots playlist on any screen connected to the internet

One neat feature of PowerBI Robots is the ability to display Power BI reports on a smart TV and virtually any screen connected to the internet. This is especially useful to those who need their data presented on large screens, such as smart TVs or video walls – but taking away the necessity of wasting resources connecting a computer running Power BI to them. In order to do this,  select Slideshow as the delivery system (next to “Deliver to”) on the “General” tab.

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

As with all delivery systems on PowerBI Robots, you can set the screen size and data recurrence (on the “General” tab) and apply any filters to your reports (“Visuals” and “Filters” tabs). After you’re finished, click update and you’ll be back on the default “Playlist” screen. Search for the playlists to be delivered as a Slideshow, click the collapsible button “Actions” and then “View Slideshow”.

Slideshow

A window with the URL will pop up.

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

Copy and paste it into any browser to view your PowerBI Robots playlist running. You can also set the interval between images from this screen.

Send your Power BI reports and dashboards by email, to the web or to a SharePoint library

Embedding Power BI reports in emails

Firstly, log into the web agent, and either create a new playlist or edit an existing one.

Embedding Power BI reports in emails

Then, on the General tab, select Image as the output format.

Embedding Power BI in emails

Scroll down to the Email Message, and edit it however you wish. With the cursor placed where you wish to embed a Power BI report, click the down arrow next to the pound (#) sign and either select All Report Images (to insert a token that embeds your entire playlist images in a row) or One Report Image (to embed just one image from your playlist).

Embedding Power BI in emails

If you select the last option, the token One Report Image is inserted in your email body. Replace the X with the corresponding report number on your playlist (starting from 1) to embed it in your email.

Embedding Power BI in emails

Click Update, open the PowerBI Robots desktop agent to synchronize your playlists after these changes, and you’re done. Your playlist recipients will now see the reports embedded in their emails. Undoubtedly, this is the perfect method to share Power BI reports by email when you’re dealing with small amounts of data.

Embedding Power BI in emails

Using tokens in PowerBI Robots

A token is a representation of something in its ecosystem. Tokens in PowerBI Robots make your report delivery more dynamic and personal, and represent the following range of values:

  • Time
  • Day
  • Week
  • Month number
  • Month name
  • Year
  • Full date
  • Short date
  • Long date
  • Recipient email
  • Recipient name
  • Previous:
    • day
    • week
    • month number
    • month name
    • short date
    • long date
    • year

In addition to these current default tokens, you can create any tokens as additional fields associated with a contact. As an example, you can associate with a contact the company they work for or their surname.

You can use tokens in the following places:

  • Playlist title/file name
  • Email subject
  • Email message
  • Visual title
  • Report filters
  • Page filters
  • Visual filters

To use a token on each of these places, click the “# Tokens” button and select the ones you wish to use from the dropdown menu.

The tokens menu

Using tokens in a real world scenario

As an example, let’s say you need to report your sales once a week and want the recipient to be able to track down your reports over time. Instead of editing your email’s subject in PowerBI Robots week after week, you can fully automate the process and use tokens to change your email’s subject, such as this “Weekly sales report for #WEEK# of #MONTH_NAME# #YEAR#”. Your report’s subject will be “Weekly sales report for week 4 of January 2020”, “Weekly sales report for week 1 of February 2020”, and so on.

Using tokens in PowerBI Robots

The #RECIPIENT_NAME# and #RECIPIENT_EMAIL# tokens fetch data from the Recipients tab, and as previously mentioned, can be associated with whatever new fields you wish. To add a new column to your contacts, go to the Recipients tab, write your column’s name, and click add. This new column becomes a token and si added to the list to be used wherever tokens are supported.

Adding columns to PowerBI Robots

If you’re looking to learn how to use the more advanced tokens in filters, you can find the subject extensively covered here.

Thank you for using our product and making it through this (extensive) PowerBI Robots 101 guide.

If you still have any questions regarding PowerBI Robots, please check the product’s FAQs, the helper on the web agent or contact us by email.

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80 comments

  1. Hi, I have above all setup. However I was not able to see if the tasks have been run or not as there is no log to see if the tasks is running successfully or failure. I did not receive email from the Power BI robot, neither receive any PDF file in my sharePoint site.

  2. Hi there. I am loving PBI robots except I am having problems where my reports are saying “Oops!! We’re sorry.. But there was a timeout while rendering this PBI visual”. It says about increasing the delay render setting but I can’t find this anywhere?
    My clients are really frustrated by this so would be great to be able to have it fixed ASAP!

    1. Hi, Jake.

      Sorry to hear that. That’s indeed a known bug, and we’re planning on deploying a fix later today or next Monday. We’ll send an email to all current clients, but also get back at you in this comment thread.

      Best regards,

      The DevScope team

      1. Hi DevScope team,
        thank you for developing and improving the tool – recent versions are stable & more user friendly!
        To come to the Rendering issue (with “Oops!!” message) here before => with the extended timeout / rendering time these problems appear less often, however they still do.
        Do you plan to add an option which blocks the delivery of emails with timeout errors? We are using your tool for external clients and such ‘Oops!’ messages are not acceptable => it will be much better to block the email so we can regenerate it later ?
        Thanks,
        Dimitar

        1. Hi, Dimitar.
          Thank you for your feedback. We’re indeed working on that situation, and expect to have it fixed soon in the next update. We’ll update everyone by email then.

          Best regards,
          The DevScope support team

  3. Hello! I’ve installed and successfully setup playlists using Power BI robots for about a week. Now I’m getting a InvalidHardwareID as my license status and it is leaving the watermark on the reports going out. Haven’t received a response from support.

    1. Hi, Dustin.

      Our support team is currently on top of your issue and will get back to you soon.

      Best regards,
      The DevScope Marketing team

  4. Hi Team,

    I have all above set up but I am not receiving email nor showing that its running on View History. anyone that can assist? tried it with Gmail and company email still nothing on both sides. your help will be really appreciated.

    regards
    Benathi

    1. Hi, Nathi.

      Did you configure and test the desktop agent?
      Gmail has some quirks we covered in the product’s FAQ:

      If you are trying to access through Gmai: In order to get the playlists running you must ensure that you have the following configurations:
      – SMTP Host: smtp.gmail.com
      – SMTP port: 587
      – SMTP security box has to be checked
      If after this change the following message is displayed “The SMTP server requires a secure connection, or the client was not authenticated”, it means your Gmail account is blocking the access. Check your Inbox for an email from Gmail Security Center and follow the instructions to allow the access.

      Let us know if this worked or if you’re still having some trouble.

      Best regards,
      The DevScope team

  5. Hi
    I am getting an error message under providers tab stating Error restarting service. Help would be appreciated.

    Thanks
    Shri

  6. Hi, I have a report by manager with multi-pages (tabs).
    Is it be possible to have a single pdf for each manager in one email?

    1. Hi, KB.
      You can do that by selecting “Single PDF” as the output format in your playlist’s “General” tab.
      If you have any more questions, we suggest using powerbi@devscope.net so we answer them quicker.

      Best regards,

      The DevScope support team

  7. Hi,

    Some people in our organization are interested in your tool. However one question surfaced.about the desktop agent. Is it correct that this agent needs to be installed on the users PC and not on a centralized server, shared by many users?

    Please clarify.

    Thanks!

    1. Hi, Steve.

      The desktop agent only needs to be installed in one place. We recommend it to be the machine of whoever is in charge of distributing the Power BI reports. Through the web agent, you can determine who is going to receive which reports, but those people don’t need to install anything on their machines in order to receive them.

      Hope this answers your question. If you need any more help, feel free to ask.

      Best regards,
      The DevScope team

    1. Hi, Peter.

      You don’t need to be logged in. PowerBI Robots’ agent runs as a Windows Service so you must have a computer running it, but don’t need to be logged in for it to do so.
      If you have any more questions, feel free to ask.

      Best regards,
      The DevScope team

      1. Hi Team,

        thanks for the response. may be i ll elaborate the question bit more.

        we plan to use the common user id to work with power bi robots.

        Assume the common user id has access to power bi reports/dashboards. Please clarify the below question.

        1. Do we need the internet connection to install and create playlist/schedule or send an email using PBI Robots ?

        In other words, Is this setup will work only with intranet connection ?

        Regards,
        Peter I

        1. PowerBI Robots doesn’t work solely on an intranet connection. It needs to be connected to the internet in order to use the following websites:

          http://www.powerbitiles.com:443 – to configure playlists;
          • login.microsoftonline.com:443 – to login your Power BI account;
          • app.powerbi.com:443 – to access Microsoft’s API in order to render;

          Best regards,
          The DevScope Team

  8. I tried with trial version & completed all the configuration in Power bi Robot agent.

    Anyhow, getting “failed” message under status column. Please support & let me know if you need any additional info from my end.
    Sent a mail to support as well. Please provide your feedback

  9. Hi team,

    2 more questions.

    1. Is it possible to paste as a screenshot instead of image attachment ?

    2. i applied the filter via Power bi slicer & it’s not working properly, please confirm

    Thanks & Regards,
    Peter I

      1. Thanks Again.. tested the above inputs & works fine.

        We don’t have any common user id with internet connection. So we plan to buy 2 license, for backup purpose.

        Is it possible, to sync or share the play list with another user ? Assume that the other user has the same level of power bi access.
        Also, i am trying the send mail from some common id like no_reply@domain.com ( from address) & it’s throwing error.

        Please suggest.

  10. Hello, my organization is trying out the trial version and we have everything properly setup, however, the playlist rendering is timing out and it is making it impossible to get past that stage.

    1. Hi,

      Thank you for contacting us.

      Microsoft Power BI API has been presenting some issues in the last couple of days and that may be causing problems to some playlist by showing timeouts while rendering.
      Microsoft is already working on a fix and they expect to be resolved until March 12th (Today)

      You can see more information at https://powerbi.microsoft.com/en-us/support/

      We advise you to test it again tomorrow. If you still face an issue by then, please send us an email to support@devscope.net to look into it.

      Best regards,

      The DevScope support team

  11. Hi,
    So far I like your product. We will propably start using it to send out monthly reports, when we are done reconciling the numbers. Due to holidays and other factors we cannot have a schedule that corresponds to for instance “the 5th of every month”. It would be great if we could set up a schedule for the next X months, in which we can put hard dates in as input.
    Kind regards,
    Guust

    1. Thank you, Guust.
      We passed your suggestion to our development team. Hopefully, they’ll add this feature in a future version.

  12. Hi, I am evaluating the version, it works for me when I test, but I can not get it sent automatically with recurrence.
    I need to configure something additional?

  13. Hi, we are using your solution since last year and we are very satisfied!
    We have a few suggestions regarding UX that we want to share / request :
    – we have reports with many users in some cases, and the maintenance is a little complicated. Could you please add a new column “Nb Recipients” in the main page “Playlists – view and edit your playlists” => showing the number of customised Recipients can help identifying if missing/too many without entering in every individual task.
    – We have already quite several Playlists => do you plan to create some sub-folders in that same page to make it easier to find the right ones?
    – The functionality you implemented to avoid distributing not well rendered reports is GREAT ! (it would be even worst last week when there were the rendering issues to distribute all those empty reports). Would it be possible to receive an email alert every time when we have a report in ‘not sent’ / rendering issue status?

    Thanks and I am looking for the future evolutions of your platform.
    Dimitar

    1. Hi, Dimitar.

      Thank you for your feedback! Our team really appreciates it.

      The next version of PowerBI Robots will introduce a new feature that we’re confident will answer your first point. As for the other two, we’ve forward them to our development team to take them into account in future versions.

      Once again, thank you for the feedback and keep it coming. We aim to grow PowerBI Robots according to our customers’ needs.

      The DevScope PowerBI team

      1. Hello team,

        on my last question from 14/05/2019 : do you have news on feature of receiving an email alert every time when we have a report in ‘not sent’ / rendering issue status?

        1. Hi, Dimitar.

          That feature isn’t implemented yet, but it’s on our team’s roadmap. Expect it during the coming months.

          Best regards,
          The DevScope team

  14. Dear Devscope,
    There was an Power BI issue with exporting to .PDF from the service this week. This also resulted in some reports that were exported through your tool that were not full page. The issue in Power BI seems to be over now, but I´m still getting half report pages (sometimes even less) using the export functionality to Single .PDF. Are there issues on your side, or should I still give it more time?
    Kind regards,
    Guust

    1. Hi, Guust,

      We have detected another issue with PowerBI Online that is affecting PowerBI Robots.
      If you try to Print a report as seen in the linked image, some of them will appear cut off: https://imgur.com/a/yCxoZ6Z

      We are already in contact with Microsoft to overcome this issue as soon as possible.
      At the moment, we don’t have any workaround except to check visual by visual manually on Power BI and see which ones are not working.
      When we have more information, we will inform you.
      Best Regards,
      Support Team

      1. Ok. This is good to know. I will stop “stalking” you for now and hope that this issue gets resolved soon. I would think that more people would run into these issues though. I think it´s fairly quiet on this forum and also in the Power BI community…
        Thanks for the fast reply and please keep me updated. As soon as this works I can “sell” your product here internally and can finally start implementing this. Keep up the good work!

        1. We have had a few complaints regarding this issue. Unfortunately, since this isn’t related to our product but to Power BI itself, all we can do is report it and hope it gets solved soon.
          Thank you once again, Guust.

          Best regards,
          The DevScope Support team

      2. Dear Devscope,
        Do you have any news on the printing issue? I´m still getting half print outs and my ticket at Microsoft has been set to “resolved”. Since you´ve also been in contact with them I was wondering if you know if they are actually working on it. In my opinion this is a key requirement to be able to work with your software (although I realize this is not your fault).
        Kind regards,
        Guust

          1. Hi Devscope,
            I’ve been in contact with the support desk. They have been very helpful, but can´t help me any further… Do you have any idea how long this will still last? I´m not asking for a specific date here, but just an educated guess.
            Kind regards,
            Guust

          2. Hi again, Guust.

            Our team managed to find a workaround for this issue and will email you and other clients the solution.

            Best regards,
            The DevScope team

  15. Hi Team,

    Our objective is to take the print out of the pdf file that we received in eMail via Power bi robots.

    PDF/Print output is not in proper format due to the page setup i think. Is it possible, to change the page setup becuse.

    1. report page covers only 50-60% of the pdf page and it looks very small/difficult to read the numbers
    2. Some scenario, we want to split the one report page into two pdf pages ( top contains charts/graphs and bottom of the reports contains table format output)

    Regards,
    Peter I

    1. Hi, Guust!

      We don’t have plans at the moment to export to PowerPoint from PowerBI Robots. That being said, we have a solution called PowerBI Tiles Pro that connects Power BI to PowerPoint, Word and Outlook, allowing you to insert high quality screenshots of reports in presentations, documents and emails. Data refresh is manual, but all the reports in the presentation are updated with a single click. You should check it out: https://www.powerbitiles.com/?app=Pro

      Best regards,
      The DevScope team

      1. Hi!
        Thanks for the fast response. I´m now a bit confused as to what tool would be best, so hereby my business case;

        I need to create 1 PowerPoint file that contains the same report page from Power BI multiple times, depending on my filters. So for instance “France”, “USA” etc. There are about 15 of these pages, but there are many more reports that I want to use in the same way. Ideally I would like to refresh all the reports in one go, but I don´t think that is possible.
        What would be the best tool for me?
        Can I refresh each Powerpoint in one click or do I have to refresh each page in my Powerpoint individually?
        Kind regards,
        Guust

        1. Hi again, Guust. With PowerBI Tiles Pro you just need to add each of those filtered reports to PowerPoint once. They can be in the same page or different pages, whatever you prefer. The refresh button updates all of those filtered reports in the presentation in one click, regardless of page (you also have the option to update only a few, if you want).
          If you have any more questions, feel free to ask.

          Best regards,
          The DevScope team

  16. Hi! Thanks again for the fast response. This sounds really good and exactly what I need. I will play around with this a bit more and decide If we will take the license.

  17. Hi Support Team
    I used trail version but when setting complted. I don’t receive email from robot task.

    Pls help me to solv it.

  18. Hi Support Team,
    We use PowerBI Robots to deliver reports to a variety of internal / external users and we are struggling to measure the impact / email opening rates … We integrated some basic traceability with Google Analytics, however this remains a very manual and difficult for maintenance process. Do you plan from your side to embed such tools into your platform?
    Thanks, Dimitar

  19. Hello, I created a Playlist which opens a Power BI report, applies a specific filter for each recipient on both of the sheets of the report and then sends it to more than 250 recipients. Last executions I faced a “Timeout” warning on 5 of the 250 recipients. How can avoid these issues?

    Also, I’m trying to execute the playlist automatically. I set a schedule on ten minutes ago but I can’t tell if the playlist really started. Where can I find it? Thanks!

  20. Hi there,

    We are working on the trial version and we would like to test the bulk filter functionality using Excel. What is the syntax or format in which the Report Filter, or Page Filter columns must be populated? Could you give us an example?

    1. Hi, Tich.

      Bulk filtering is done using the JSON syntax format. We only advise this function to highly advanced users because it requires some knowledge of the syntax.

      1. Thank you.

        I figured a way around it – I selected one filter, for the path, and then exported the file.
        I have another question though – Is there a way to have the file names of the PDF documents generated contain the filter selection?

        1. Hi, Tich.

          Sadly, we PowerBI Robots currently doesn’t support that function, but we passed your idea on to our development team.
          Thank you for the suggestion and let us know if you have any more questions about PowerBI Robots!

  21. Hi

    I was trying to test powerbi robots with excel output format, it is sending me empty email with no attachment . any help?
    Also whem i choose to send excel attachment does it sent a snapshot on the excel or how it sends in excel ?

    1. Hi, Chitral

      Did you follow all the steps when configuring your playlist? The Excel file should be annexed, even if it has no data. Please make sure you go to the PowerBI Robots desktop agent and synchronize the playlist after making any changes to it. If the Excel file still doesn’t show up in the email, please let us know.

  22. I’d like to know if it is possible to add a second recipient, like as cc, I know I can add new colums for dont know if I put an email there it will be sent to that direction too or if I can add to emails separeted by ; in the recipient email.

    For example I may want to have an email for each store we own, and I’d like the store manager to see the email for each individual store, so normally I’d CC him instead of creating 300 new emails for the store managers with an individual filter for the store. It’d be much better to just be able to add a second recipient as cc, so when I sent the email to the store the other concerned person recieves it too.

    Is that possible with Power BI Robots?

    1. Hi Jon.

      Currently, recipients receive only their filtered reports, but people you cc in the general tab receive the entire Power BI playlist.
      If we understood correctly, you’re looking at an option to send individual reports to someone and cc an additional recipient to each of those. That option is in our team’s roadmap so stay tuned because it might be available soon. In the meantime, the only workaround that lets you do that is by creating different playlists for each store.

      Best regards,
      The DevScope team

  23. Hi, My playlist is set up to send out a weekly report on mondays at 7. Its also synced, but its not sent out when its supposed to. I dont find any error Message either. What can be the problem?

    Maja

  24. Hi there,

    We are encountering a problem where one of the visuals in our report is returning incorrect information.
    The visual is supposed to return data ignoring the filter value that is being passed to Power BI robots.
    It works normally in the Power BI service and on desktop.
    But when exported to PDF, it is not ignoring the filter selection.
    The data source is a SSAS cube.

    Could you urgently help?

    Kindest regards,

    Tich

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