How to easily send an Excel extact using a paginated report in Power BI
The goal of this blog post is to show you how to create a subscription which sends the data in an Excel attachment.
To do this I will first create a paginated report off an existing dataset.
Once the paginated report is created, I will then create a subscription with the Excel attachment.
I could then share this paginated report with others who could also subscribe with the Excel attachment.
In my example below I am going to show how I exported sales by Order date.
Creating the Paginated Report
I went to my App workspace where I had the dataset from which I wanted to export the data in Excel.
In my example the dataset was called “Adventure Works – Reactived Players”
I then hovered over the three dots and selected “Create paginated report”
Once the paginated report loaded, I then selected the Order Date and Sales Amount.
I could then see the output sample in the paginated report page.
To save the paginated report, I then clicked on File then “Save”.
I gave it the name of “Paginated report – Sales”
I then clicked Save.
Creating the paginated report subscription with Excel attachment
The final step was now my initial goal which was to create a paginated report subscription with the Excel attachment.
I opened the Paginated Report, and then clicked on “subscribe to report”.
I then clicked on “Create a subscription”.
Under attach full report I selected “Microsoft Excel (.xlsx)
I selected all the other options and clicked on Save.
Once I had clicked on “Save” I then clicked on “Send now” to test to make sure I got the paginated report and attachment.
I then got the report as expected.
In this blog post I have shown how to create a paginated report that will send the data as an Excel attachment.
I hope you found this useful and if you have any questions or comments please leave them in the comments below.