How To Export Power BI Report to Excel Automatically

PBRS contains powerful functions for exporting a filtered Data Driven Power BI report to Excel automatically. Want to see how? 

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How To Schedule & Export Your Power BI Report to Excel
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Export Power BI Reports to Excel & CSV Automatically

  • Add multiple visuals to one Excel workbook, each visual or table as a tab or worksheet in the workbook.
  • Data export options allow you to choose to export the table's "Summarized Data" or "Underlying Data". 
  • Add Row & Column Totals to the exported excel table.
  • Set Odd Row & Even Row formatting and colors.
  • Customize fonts, colors & other styling of the Excel worksheet.
  • Password protect Excel Workbook before delivery.
  • Customize file metadata e.g. Author, Title, Tags etc.

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Export Power BI Reports to Excel Automatically

Export your Power BI reports as Excel files.

Destination_Icon  Destinations

  • Destination_Icon_01Email
  • Destination_Icon_02Printer
  • Destination_Icon_03Fax
  • Destination_Icon_04Folder
  • Destination_Icon_05FTP/FTPS
  • Destination_Icon_06DropBox
  • Destination_Icon_07Sharepoint

Formats  Formats

  • Formats_Icon_01Acrobat PDF
  • Formats_Icon_02MS Excel
  • Formats_Icon_03MS Powerpoint
  • Formats_Icon_04MS Word
  • Formats_Icon_05HTML

Filters_Icon  Filters

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Static

The same filter is applied every time the report is exported.

Filters

Dynamic

The filter value is data-driven and is dynamic. It is based on a query or variable.

Watch Video To Learn More

Watch our video tutorial to learn How To Schedule & Export Your Power BI Report to Excel.

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Date/Time or Event Triggers? Have Both!

It's easy to schedule Power BI Reports to run at a specific date and time, or to run them hourly, daily, weekly, or monthly or set up your own custom frequencies e.g. 4-4-5, every other day, third Monday of the month, and so on. And the same report can be scheduled to be run multiple times with different filters, formats, frequencies, and destinations.

Distribute Power BI Reports and respond to your business needs by setting schedules to run based on events and triggers rather than date.

The scheduling service runs as a Windows service to enable unattended scheduling. Simply set it & forget it!


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It’s Never Been Easier To Deliver Your Power BI Reports To the Cloud!