How to Create Excel Reports Using Power BI

3.3 min read|Last Updated: July 29th, 2023|Categories: excel|
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I love automation! I know many of you do as well. Who likes to do repeated tasks every single day anyway? Especially the ones that can be done automatically! 

One of the things that you can automate is Excel reports. If you work with a lot of data and receive a bunch of them every day, we suggest you learn how to automate Excel reports using Power BI. If you don’t know anything about automation, there’s nothing to worry about. We will be with you step by step to teach you everything you need to know about automating Excel reports. Ready? 

3 Steps to Automate Excel Reports in Power BI 

We will do the process in 3 main steps. Before you start:

  • Make sure that you have a Power BI account.
  • Sign in to your Power BI account so you’ll have access to all the features we’ll talk about in this tutorial.

Step One: Saving the attachments to OneDrive

Go to app.powerbi.com and sign in to your account. Click on the top left dots and select the Power Automate icon.

In Power BI, click on the top left dots and select the Power Automate icon.

On the left side, click on Create. So here, we can either create a new template from scratch or choose one. We need a template to save attachments to One Drive. The template we need is Office 365 Email attachments to specified OneDrive for business folder.

Click on it; then you’ll see a new page like this: 

Office 365 Email attachments to specified OneDrive for business folder, power BI template

You need to sign in to your accounts and get the green ticks. Then click on Continue; this is what you’ll see in the new window: 

In the Condition section of the Email Attachments Power BI template, you can set a condition like, for example, the subject is Daily Report.

In the Condition section, you can set a condition like, for example, subject is Daily Report. If the condition is true (meaning you receive an email with this subject), the attachment will be saved in OneDrive.

We don’t need the “If no” side of the condition. You can delete it. 

The first step is now done. You can test the flow using the Test b