I am trying to get a survey response plotted on a Powerbi page. Survey questionnaire is built in MS Forms, response values get stored in an Excel on OneDrive and are piped in as a dataset into a PowerBI app which plots this data. What I am trying to achieve is that once the respondent submits this questionnaire, the PowerBI report gets emailed as a PDF file to the respondent (I ask for the email in the questionnaire and it is present in the dataset).
I was not able to find any option in MS Flows to allow email of PowerBI PDF on submission of MS Forms questionnaire. Are there any options that I may try out to achieve this?
Currently there is no way to use Power Automate (Flow) or the Power BI API to programmatically generate a PDF from a report. It will be in public preview from Feb 2020 for Power BI Embedded only. It will export to PDF, PowerPoint and JPEG.
What you will have to do is, call the Power BI Embedded REST API from Power Automate (flow), save the file to a location. Then email that file out to your form user again using Power Automate.
Hope this helps
Related
I am trying to create a desktop flow that clicks links with only specific characters "WO". I'm having a hard time doing it in power automate. I easily did it with the re module in python.
Would anyone help me on a detailed process on how to do it on power automate? Thanks
I attempted to do it by extracting web data and obtained it as a web data table. I tried doing a python script injection but to no avail.
I'm currently manually entering data from my bank accounts into a spreadsheet in OneDrive.
I would like to be able to automate this process in some way.
The two issues I am facing in automating this are:
How do I extract transactions from my bank account?
How do I enter data into a spreadsheet in OneDrive?
If I had Excel installed I could probably enter the data using VBScript or VBA, but I only have the web version of Excel that comes with OneDrive.
I want to extract the transaction data direct from the bank account and not do screen scraping or manually download statements and parse these.
NB: If a makes a difference, the bank account is in https://www.bmo.com and one of the online accounting applications I tried seemed to be connecting with plaid.
I don't know a whole lot about the OneDrive piece, but Plaid should work for pulling transactions. For inspiration, this script (https://github.com/hirefrank/plaid-txns-google-sheets) is an example of a similar app but using Google Sheets instead of OneDrive.
You could use a finance data import tool like Fintable. It automatically syncs transactions to Airtable, and from there you could export to Excel. BMO is supported, and the monthly plan is $12.
I have a power BI report that uses SQL server and python script as the data sources. I need to export this to PDF and send it out on a daily basis to a few selected people.
Is there a way to do the following using python:
Open the Power BI desktop file
Hit the "Refresh" button to refresh the datasets
Click on the "Export to PDF" option
Mail the exported PDF to a group of people
I know that something similar can be achieved using Power BI Service but when I published the power BI report and installed a personal gateway, I got the following error:
I had installed the personal mode gateway and entered my email address but when I opened the gateway again, it asks me to sign in every time (I'm not sure if this is normal.)
The gateway is fine as long as you have it set as "Running" in your dataset settings, once you login, you don't have to open it again:
For exporting the Power Bi report as PDF, there is an API dedicated to that https://learn.microsoft.com/en-us/rest/api/power-bi/reports/export-to-file
The drawback is that you need Power BI Premium to use it.
In case you had the Premium, then you could send a Post request using Python's module "Requests" to extract the pdf using that report's ID.
Can MS report data be redirected?
I have a MS report control and I want to be able to take the data that would go to the (MS report control) UI in some cases to instead of being viewed, go to a file.
I don't see where that can be done but want to ask if anyone knew a way.
I tried look at the datasource from the report but I don't see where you can get the data back.
As the comment is suggesting you can programmatically render the report directly out to one of reporting services export format using the web service. There's an example here which renders out a pdf stream.
The setup:
Multiple computers using an adp file to access a sql 2005 database. Most don't have a pdf distiller. An access form (plain form, not crystal) is created that needs to be saved as a pdf.
The only way I can think of is send a request from access to the sql server for a web page. Something like:
"http://sqlserver/generatepdf.php?id=123"
I'm trying to avoid the web page 'middle man'. Is there a way to generate the pdf in T-SQL? Anyone have any other ideas. I'm not looking for code, just methdology ideas.
Thank you
Save the form as a report, then use Access MVP Stephen Lebans free A2000ReportToPDF utility to convert it to a pdf file.
http://www.lebans.com/reporttopdf.htm
If they have Access 2007 they can download and install the free Microsoft Office 2007 Add-in to save documents as PDF or XPS.
http://www.microsoft.com/downloads/details.aspx?FamilyId=4D951911-3E7E-4AE6-B059-A2E79ED87041&displaylang=en
Microsoft's ReportViewer client can generate pdfs natively.
It works inside of web pages and windows forms/wpf apps. You can programmatically trigger the export as well. The only downside is that you'll need to basically redo your form as a report.
I must admit that I did not get it: you want to export an Access form and its data into a PDF file? Your form is basically graphics, not text, nor report. Do you mean that you want this form to be included as (for example) a .png file inside a PDF file or do you want it to be a full PDF file inheriting objects from the original form and allowing things such as text search and so on?