Power BI & Power Automate - How to automate reporting process

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2 жыл бұрын

Have you ever found yourself wondering why you need to spend more time getting all things ready to analyze data versus actually analyzing it?
Real-life data and processes may not be as picturesque as many think. And it is not just about cleansing raw data.
Today's video is an introduction to Power Automate (or Microsoft Flow) through an example that all Analysts can relate to.
We are going to automate the whole reporting process, starting with saving files, refreshing report, and even updating team members that the report is updated.
Let's do it!
Have a good one,
Roland
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Пікірлер: 37

@bryanjagdeesh1892 2 жыл бұрын

Hi Roland very nice video. Like your presentation and calm demeanor. I just started to use Power Automate visual in desktop. I really like how to showed us to automate the dataset upload using power bi service thank you!! I hope you have more videos on power automate and power bi.

@olugbemiakarigbo7776 Жыл бұрын

Your video is really great and helpful. Thank you.

@juancarlosperezvarela5592 2 жыл бұрын

Hi Roland. Very good video. Congratulations.

@hugyourdata1549 Жыл бұрын

Great job! Thank you!

@TheJoshuamcgowan Жыл бұрын

Great content. Instant sub 🤘🏽🌺

@andersneldebergnielsen4972 10 ай бұрын

I also really like Power Automate and I have some plans for automation of financial reporting processes to enhance our reporting quality. However you need to play around to find out which functions to use - especially if you are using PA Desktop. So far I have managed to create PAD which automatically updates my investment portfolio - it took a while to figure out all the steps but when it works it is so fulfilling

@BILingualAnalytics 10 ай бұрын

Yes, PAD is great for all that RPA stuff. I'm still exploring what extra benefit would it add compared to the online version - in my day job.

@tamassomogyi3134 2 жыл бұрын

Nagyon jó👍👍 👏👏

@Gorides Жыл бұрын

How to set up my dataset in the PBI to refer a new file everyday? Because, the daily files have different names everyday (as the date is suffixed to Daily Sales in your case)?

@tinovimbachitate8992 8 ай бұрын

Greatly helpful!

@BILingualAnalytics 8 ай бұрын

Glad to hear!

@chrislu7358 Жыл бұрын

Great videos . I was wondering if you have a video that shows how powerbi can automatically pick up multiple files (csv) from OneDrive and load and refresh data into powerbi with the prefreshed dashboard . One of the problems I am trying to solve is that I have multiple csv files from all sources and need to load them into powerbi to create a a dashboard , can this all be automated by power automate ?

@BILingualAnalytics Жыл бұрын

If you have all your files in OneDrive you can do that with PowerBI without PowerAutomate. It's as simple as using the Sharepoint Folder connector to pick up files from a SP Folder. If you want to refresh the dataset/report once a new file is added then yes PowerAutomate is your friend :)

@karinahulka1486 Жыл бұрын

thanks for the video!!!

@BILingualAnalytics Жыл бұрын

Glad you liked it!

@bendavidson1269 Ай бұрын

great vid, do you know id this works with Dax functions on data already in a power dashboard

@BILingualAnalytics Ай бұрын

Not sure if I know what you mean by that. Can you please give me a bit more details?

@AnuragB-hg7xi Ай бұрын

Hi Roland, I want to append new daily data to existing data pulled. Can you recommend something for that?

@BILingualAnalytics Ай бұрын

Hey, yes you can do that. There are a few options to do that. Either use "Add a row into a table" as an Excel connector OR use the "Add rows to dataset" as a Power BI Connector OR create a CSV file and combine with previously exported CSV files :)

@TheLienpham 6 ай бұрын

Hi, I don't know why I could not manage to visualize my sales data as you did. The PI will automatically generate the charts?

@BILingualAnalytics 6 ай бұрын

It will not generate the dataviz automatically :( You have to do that bit

@TheLienpham 6 ай бұрын

@@BILingualAnalytics thank you for your reply. I have to draw the charts in Power BI in desktop and upload it in sharepoint, folder 'automate the boring stuff'? Then my Power BI will be updated automatically then?

@BILingualAnalytics 6 ай бұрын

@@TheLienpham you create the dataviz in power bi desktop, upload it to the service and then the update can happen automatically.

@shoaibrehman9988 7 ай бұрын

Gr8 work

@BILingualAnalytics 7 ай бұрын

Thank you!

@phuocnhatdang7263 11 ай бұрын

Hi Roland, do we need a premium license for Power Automate to make it work? Thanks.

@BILingualAnalytics 11 ай бұрын

Hi, yes, you will need a separate license for Power Automate.

@ssomtom Жыл бұрын

Wow.

@aadilajasmin6721 11 ай бұрын

How are you linking PowerBI to Dataset in One drive?

@BILingualAnalytics 11 ай бұрын

Using the SharePoint/Onedrive connector to pick up the data.

@muhammadrehan6159 3 ай бұрын

But you not connect the stored file to the power bi, Than how it will get new incoming values in bi dashboard

@BILingualAnalytics 3 ай бұрын

Once you connect to a folder Power BI will be able to pick up all files in the folder.

@dean7275 2 жыл бұрын

I followed this step by step and The first example for email attachment didnt work for me

@marissaangeles624 Жыл бұрын

@@BILingualAnalytics how do you switch to the right connector? i find that your says office 365 outlook and mine says outlook (with no domain beside it) on the connections page. How you do make it so that the connector is ensured as the 365 part?

@abderrezzakbendounan9153 3 ай бұрын

do you need power bi desktop or power bi pro ?

@BILingualAnalytics 2 ай бұрын

You don’t need PRO to replicate this setup (potentially), but I’m nor sure why would you want to replicate without sharing. And for that you will need PRO.