Summary


This article describes the data driven Power BI Report to PDF/Excel Workflow. This Workflow is used to produce an Excel or PDF file from a Power BI Report and deliver the file to Email recipients or a Network Folder.


This workflow is driven by a user-created data table that contains required prompt, filter, and email address values.


Select New > Workflow > Report to PDF/Excel (data-driven)



1 - Report

  • Select a Platform and Continue
  • Select a report
  • Select Continue



2 - Parameters

  • Add Parameter values (Power BI Paginated Report only)
  • Select Multi-Pass to create one file per parameter value
  • Select Continue



3 - Filters

 

If filtering is not required:

  • Select Continue


If filtering is required:

  • Add name of filter variable (e.g. City)
    • Prefix with data source name when report contains more than one (e.g. Table2/City)
  • Add one or more semicolon delimited filter values
  • Select Continue



4 - Delivery


Select Destination and Format options then select Continue.


Destination


Network Folder

  • Select a Folder
  • File Name (optional): Enter a static file name or select the M icon to create a file name using macros
  • Email Notification (optional): Add one or more recipients and a notification message to be sent when content is delivered
  • Zip Options (optional): Specify a Zip file name and password (optional)
  • Credentials: Do not configure network credentials unless advised by your InfoBurst administrator

Email

  • Add one or more Recipients
  • File Name (optional): Enter a static file name or select the M icon to create a file name using macros
  • Message (optional): Enter a message
  • Zip Attachments (optional): Specify a Zip file name and password (optional)


Format


PDF

  • Content Password (optional): Enter a password to password-protect PDF file
  • Select Page(s): Select page(s) to publish and select Recombine to combine selected views into a single file


Excel

  • Select Format Excel (.xlsx) (Power BI Paginated Report only)
  • Select Page(s): Select page(s) to publish
  • Add Extension (optional): Add one ore more Excel extensions


5 - Data

  • New Row: Add prompt and/or filter values and corresponding email address (if applicable) and select Add. Repeat to add additional rows. Select an existing row to edit values.
  • Select Continue



6 - Schedule

  • When: Select and configure a Schedule frequency
  • Select Continue



7 - Summary

  • Workflow Summary: Summary of Workflow configuration
  • Run Now: Run Workflow on demand
  • Unwrap Workflow: Administrator-only option to split Workflow into its component parts (Document/Burst/Schedule)