Here's a simplified example to guide you through the process:
Scenario: You want to export filtered data from a Power BI report to an Excel file stored in your OneDrive for Business.
Requirements:
Power BI report with a slicer that filters data.
Power Automate account and access to Power Automate portal.
OneDrive for Business account.
Step-by-Step Example:
Power BI Report Setup:
Create a Power BI report with the necessary data.
Add a slicer to filter the data based on a specific category or time period.
OneDrive Setup:
Make sure you have a OneDrive for Business account.
Create a folder in your OneDrive where you want to store the exported Excel files.
Power Automate Flow:
Go to the Power Automate portal (https://flow.microsoft.com/) and log in.
Create a new flow:
Choose the "Instant Cloud Flow" template to manually trigger the flow.
Add a trigger:
Search for "Button" and select the "Button - Manually trigger a flow" trigger.
Add an action:
Search for "Power BI" and select the "Power BI - Get reports" action.
Authenticate with your Power BI account if prompted.
Configure the "Get reports" action:
Select the workspace containing your report.
Select the report you want to export.
Add another action:
Search for "Power BI" and select the "Power BI - Export report" action.
Configure the "Export report" action:
Choose the export settings, such as file format (Excel) and page name.
Use dynamic content to specify the dataset ID and report ID from the previous step.
Add one more action:
Search for "OneDrive" and select the "OneDrive for Business - Create file" action.
Configure the "Create file" action:
Choose the OneDrive folder you created earlier.
Set the file name with the .xlsx extension.
Use dynamic content to specify the file content from the previous step.
Test the Flow:
Save and test the flow by manually triggering it.
Verify that an Excel file is created in your OneDrive folder with the exported data.
Power BI Button Setup:
In your Power BI report, add a button (or shape) that will trigger the Power Automate flow.
Set the action of the button to the URL of the Power Automate flow you created earlier.
Test the Power BI Button:
In Power BI, click the button you've added to the report.
This should trigger the Power Automate flow, which exports the filtered data to an Excel file in your OneDrive folder.