Power BI & Power Automate - How to automate reporting process

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

💪 New videos coming every Tuesday 🤹‍♂‍

🎬 MORE VIDEOS:

▼▼▼▼▼▼▼▼▼

Make sure to hit the 👍 button and ❗❗ SUBSCRIBE ❗❗ to my channel.
If you have any questions, just let me know either in the comments down below 👇 or send us an e-mail 📩.

▲▲▲▲▲▲▲▲▲

🤝 HOW TO CONNECT 🤝
📍 – Sydney, Australia

📽 GEAR:
📷 – Canon EOS 200D
🎙 – Audio Technica AT2020
🔦 – Neewer 18” Ring Light
🎧 – BOSE QC35
🖥 – 2x ASUS VC279H
💻 – AMD Ryzen 3600, Gigabyte X570, GTX1650, G.Skill 32GB RAM

#PowerBI #BILingualAnalytics #PowerAutomate #MicrosoftFlow #AutomateStuff #Analyst

[bryanjagdeesh]

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.

[olugbemiakarigbo]

Your video is really great and helpful. Thank you.

[juancarlosperezvarela]

Hi Roland.
Very good video.
Congratulations.

[andersneldebergnielsen]

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

[Gorides]

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)?

[bendavidson]

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

[chrislu]

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 ?

[muhammadrehan]

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

[gabrielsanderspereirasobra]

Hello! It seems it is very good since you dont need to write a single line of code to automate it. But what if I know how to code and want to automate using code. Do you know a way to do it? Not the code, but where can I code to do it

[aadilajasmin]

How are you linking PowerBI to Dataset in One drive?

[AnuragB-hgxi]

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

[phuocnhatdang]

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

[TheLienpham]

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?

[dean]

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

[abderrezzakbendounan]

do you need power bi desktop or power bi pro ?

[HistifyMedia]

Get Your Content Seen by Millions of Users with SSPoster