Power BI is software that turns unrelated data sources into coherent, visually immersive interactive dashboards and reports. It helps users draw insights from raw data. This dives deep into the Power BI scheduled export function.
It shows you why the Power BI scheduled export feature is important, the benefits of using it, and how to schedule data export in Power BI.
First…
Power BI Scheduled Export is a functionality within Microsoft Power BI that automatically exports reports and dashboards at specified intervals. The feature is of immense value to users who need to distribute Power BI content to stakeholders regularly and keep offline records of their reports.
Open the Power BI Desktop, and click “Get data.” Click the “Other” tab and choose Web. After that, click “Connect.”
In the box that opens up, click “Advanced.” Under URL parts, copy and paste the “Data Export” API from the web application.
Under HTTP request parameters, type Authorization in the first box. In the second box, type in Token token=<Product API Key>
Navigate to Profile Settings > API Settings to get the Product API key. There must be no space in between ”˜=’ and the Product API key.
Click “OK.” In the Home tab that appears with the CSV document URL, append Csv.document. The format should be CSV.Document(Web.Contents(CSV document URL)).
Click the tick icon to populate the API data as a table.
Use the filters on the right to visualize the data in a chart form.
Stage 1: Logging in to Power BI
Application Channels | Initial Screening | Conduct Interviews | Employee Onboarding |
Total Candidates
|
Social Media | Short Listed | Final Interview | Hired | 32 |
Social Media | Short Listed | Final Interview | Not Hired | 400 |
Social Media | Short Listed | Knocked Out | 800 | |
Social Media | Knocked Out | 1100 | ||
Company Career Page | Short Listed | Final Interview | Hired | 20 |
Company Career Page | Short Listed | Final Interview | Not Hired | 250 |
Company Career Page | Short Listed | Knocked Out | 500 | |
Company Career Page | Knocked Out | 900 | ||
Events | Short Listed | Final Interview | Hired | 5 |
Events | Short Listed | Final Interview | Not Hired | 100 |
Events | Short Listed | Knocked Out | 200 | |
Events | Knocked Out | 350 | ||
Paper Media | Short Listed | Final Interview | Hired | 3 |
Paper Media | Short Listed | Final Interview | Not Hired | 80 |
Paper Media | Short Listed | Knocked Out | 135 | |
Paper Media | Knocked Out | 700 | ||
Employee Referrals | Short Listed | Final Interview | Hired | 10 |
Employee Referrals | Short Listed | Final Interview | Not Hired | 70 |
Employee Referrals | Short Listed | Knocked Out | 80 | |
Employee Referrals | Knocked Out | 110 | ||
Direct | Short Listed | Final Interview | Hired | 25 |
Direct | Short Listed | Final Interview | Not Hired | 150 |
Direct | Short Listed | Knocked Out | 425 | |
Direct | Knocked Out | 600 |
Unlock the power of Power BI Scheduled Export in this practical tutorial, where you’ll learn how to automate the export of reports and dashboards with dynamic charts and graphs. By setting up scheduled exports, you can ensure that your data is regularly delivered in the format you need, whether it’s for regular stakeholder meetings, automated reporting, or timely updates. Power BI’s scheduling feature allows you to export interactive reports and visuals directly to email or save them to a location of your choice, ensuring your team has up-to-date insights at their fingertips. Mastering this process enables you to maintain consistency in reporting, save time on manual exports, and focus on using the data to drive decisions. With scheduled exports, you can easily share key metrics, performance trends, and visualizations across your organization, empowering better collaboration and streamlined workflows.
Yes, you can schedule exports in Power BI. To do that, set up scheduled refreshes and use Power Automate for automated export and email distribution of dashboards and reports at specified intervals.
Power BI offers exporting options to PowerPoint, CSV formats, Excel, and PDF.
Yes, Power BI supports scheduling through scheduled data refreshes and export automation. This will enable timely updates and distribution of dashboards and reports to stakeholders at predefined intervals.
Power BI scheduled export automates the distribution and export of reports at specified intervals. It’s important for timely updates, enhanced productivity, consistent reporting, and efficient data management.
To get the most out of the Power BI scheduled export, you have to ascertain that the reports are optimized for performance. That includes efficient data visualization and modeling practices to minimize export and refresh times. You should also reduce the size of exported files by filtering unnecessary data and focusing on key insights.
Backup and recovery are of the essence. Always schedule regular backups of critical reports and data exports to prevent data loss and ensure recovery in cases of issues.
Regardless of your industry, you can create a dashboard similar to the HR data used in this guide. After that, you can proceed to create compelling visualizations like the Sankey chart to represent the evolving total over time. All these aid in effective data evaluation.