Just Analytics Blog | Performance Management News, Views and Op-ed

Power BI Email Automation

Written by JUST ANALYTICS TEAM | Mar 19, 2021 10:18:21 AM

Regular and timely business reports are critical for any business irrespective of industry and size. At Just Analytics, we have built a simple solution to automate the report export and e-mailing to multiple stakeholders with their respective filtering needs. Imagine, you are a company with hundreds of products and you need to generate the cash flow statement for each of them with their specific parameters being set in Power BI. To do this on a daily basis for hundreds of products would take hours on end. All this time can be saved for more productive tasks by simply automating your business processes.

Functionalities

1. Automated exporting of Power BI report based on set of filter parameters based on the configuration in an excel file

2. Emailing to the specified people with the exported report as an attachment

3. Posting of message on Teams along with the file and storing it in Sharepoint

Demo

Architecture

Interested in digitally transforming your workflow? Reach out to us today and we would love to hear from you!