Hi all.
I have a table on a Power BI report that shows tasks assigned to individuals. There are 4 cols - task ID, task details, due date, assignee and assignee email address. One or more people could be assigned to a task. If there are two or more emails in the email address column they are separated by commas.
I am trying to create a power automate button in Power BI that, when pressed, sends out 1 email to each unique email address in the table visual. Each unique email address may be ‘assigned’ to one or more tasks. Regardless of the number of tasks they are ‘assigned to’ they should receive just the one email with a CSV attachment that gives them a summary table of their tasks.
I’ve done a lot of reading around but am struggling to find exactly what I need. The closest I have found is this video but it starts in Power Automate, rather than Power BI, and I can’t make the necessary amendments to get it to work
I have created the Power Automate visual and added the data to it (4 cols as mentioned above) but can’t work out how to build the flow so that each unique email address receives 1 email with a summary CSV attached of all their task.
I’m thinking that uploading my PBIX file will not provide any more useful information but please let me know if it is required.
Appreciate anyone who can help with the answer.
Thanks
While waiting for the community to review and respond to your issue, take advantage of Data Mentor . It offers a wealth of tools and resources that could provide immediate solutions and enhance your report-building efficiency.
Interesting problem! At first glance, it looks like the only difference between what you’re doing and what is shown in the video is that you have the possibility of multiple email addresses per task. If it were me, I’d modify my table to have one row per task/email combination so that the tasks that have multiple people assigned had one row for each email address. That way, you should be able to implement the flow as shown in the video. If you really don’t want the table to display that way in the Power BI report, make two tables–one for display and one to be the source for the flow that generates the email. The one that you don’t want people to see could be on a hidden page by itself or hidden behind the other table or resized to make it tiny and stick it in the corner of your report page. That way, it provides the data in a format that works with the flow, but nobody sees it when viewing the Power BI report.
Those are just my initial thoughts without actually trying it myself. Good luck!
Thanks for your thoughts. I thought that might the easier way to handle the multiple email addresses in a row but wondered if there was a smarter way.
The other difference is that the video creates the flow from within Power Automate whereas I am looking to create a button within PowerBI, that runs the flow when clicked. I made the assumption that I could skip the initial steps in the video and start it from ‘initialise a variable’. as I didn’t need a query on the dataset that refreshes the data. However, its not worked. When I come to join the variable to itself, I don’t have any pop up that enables me to use a function to create a card.
I will have to resort to creating the flow within power automate but ideally am looking for it to be manual operated within Power BI.
