Power BI is an incredible Business Intelligence tool combining powerful analytics with strong data visualization. Microsoft works incessantly on Power BI, adding new capabilities each month that greatly improve the user experience. Power BI’s Pro version allows users to share data and collaborate with each other. However, while implementing it on our clients’ business, we found out that, oftentimes, all they wanted was to have a look at data on a regular basis, leaving the collaboration part to professionals. Since the current version doesn’t allow users to share Power BI reports by email with just anyone, we developed a solution to answer this problem.
Released in February, PowerBI Robots is a Robots Process Automation (RPA) tool that allows users to schedule and send Power BI reports and dashboards to anyone, anywhere. It’s 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;
Click here if you haven’t tried PowerBI Robots yet.
Without further ado, let’s focus on the matter at hand:
How to send Power BI reports and dashboards by email
After installing and setting up the PowerBI Robots desktop agent, go to the web agent and click Create on the Playlist option in the menu. A playlist is a set of Power BI reports or dashboards, grouped to be sent somewhere, in our case, by email.
Then, on the General tab, you should:
- name the playlist;
- choose the screenshot output format (image, or single or multiple PDF files);
- set the screen size;
- set the screen-captures recurrence (i.e. your data’s refresh rate);
- select Email on the Send to;
When it comes to the email’s message, PowerBI Robots allows for a lot of customization. In the menu, you’ll find the most commonly used options at your disposal to make your emails feel unique.
The Token feature comes in hand if you need to send emails frequently and to a large number of people. By selecting a token from the list, you’re ensuring these fields are always updated, making your emails feel fresh:
If you’re looking for even more customization, you can also try the HTML editor by clicking the XML icon on the menu. Anything previously written in your email will get instantly converted to HTML:
Adding recipients and visuals to your playlist
Afterward, proceed to the Recipients tab to add the email accounts you wish to send your Power BI reports to. Click the plus sign to add an individual email, or the next button to bulk import destinations. You can add as many data recipients as you wish.
Selecting the reports for your automatic playlist
Hit “next” and proceed to the Visuals tab. Click Add Power BI account and 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.
Select the report pages and individual tiles you wish to send by checking their boxes (alternatively, select them all). On the last tab, you can apply individual filters to your reports in case you wish to send different data to different people from the same Power BI report. Click Create to finish your playlist.
Lastly, open the PowerBI Robots desktop agent and hit Synchronize on the General tab.
Congratulations, your newly created playlist will be delivered to all your recipients by email!
You can try PowerBI Robots for free by clicking here, registering and downloading the desktop agent. In case you wish to upgrade to the full version, a 1-year PowerBI Robots license is enough for company-wide use and is available for only 899€.
If you’re having any trouble installing and configuring the PowerBI Robots desktop agent, please see point 2 of our PowerBI Robots 101. If you still have any questions, please send us an email to email@example.com.