Export Power BI to Excel Automatically

  • Schedule and export Power BI reports and visuals as Excel or CSV.
  • Export the summary or underlying data into an Excel spreadsheet with formatting.
  • Add row and column totals to make analysis easier for your recipients.
  • Export Power BI data from multiple visuals as tabs in an Excel workbook.
  • Send one Excel attachment per email, or multiple visuals as Excel attachments in one email.

Find out how the comprehensive functions and features of PBRS can solve your BI delivery showstoppers.

Power BI Reports to Excel & CSV
PBRS for Power BI & SSRS

Export data from Power BI to Excel with PBRS

Add Power BI Visuals
Export Power BI Visuals to Excel
Add multiple Visuals and choose Summary or Underlying Data. Each Visual will be a tab in the workbook.
Excel Export Summary Totals
Row and Column Totals
Set totals for rows or columns. Set a page number for each Visual's data export.
Use Excel Template
Formatting with an Excel Template
Create a standard formatting template and use it to standardize your data outputs.
Excel Export Styling in PBRS
Excel Export Styling
Set up styling in the GUI with a few clicks.
Power BI Excel Export Data Validation
Data Validation
Automatically check the spreadsheet for correct data before delivery.
Password Protect Power BI Excel Export
Password Protection
Secure the workbook before delivery by adding a password. Passwords can be driven by variables or database queries.
Excel Custom Naming
Workbook Custom Naming
Name the workbook using static or dynamic values. Append date to the name. Customize the file's extension too.
File Summary
Custom Metadata
Customize the file summary to make it look more professional.

Export a Power BI Report, Visual, Table or Matrix to Excel & CSV

  • Add multiple visuals to one Excel workbook, each visual or table as a tab in the workbook.
  • Choose to export filtered or unfiltered data (non-hidden data only, of course).
  • Advanced data export options allow you to choose to export "Summarized Data" or "Underlying Data". 
  • Add Row & Column Totals.
  • Customize fonts, colors & other styling.
  • CSV options allow for any delimiter (including comma, space and tab)
Export Power BI-Visuals to Excel & CSV

Dynamic & Data Driven Power BI Report Exports

With PBRS, you can leverage the power of data to customize and automate your Power BI reports distribution. Here are some of the features that make PBRS stand out:

Dynamic Filters & Data Driven Subscriptions

You can use the data in your database to dynamically populate report filters, destinations, formats, email addresses, body text and more. This way, you can create and deliver personalized Power BI reports to different recipients based on their preferences and needs.

Data Driven Packages

You can combine multiple reports into a single package and send them as attachments in one email. For example, you can create a monthly report pack that includes a summary dashboard, a detailed analysis and a forecast for each department or client. You can also merge multiple Power BI data exports into one Excel file, with each report as a separate tab in the workbook.

File Metadata

You can set the file metadata for your Power BI reports, such as Author, Title, Subject, Tags and so on. This helps you organize and manage your reports more easily and professionally.

Customized HTML Email Body

You can design and format your email body using HTML code to match your corporate theme and culture. You can also use data-driven HTML code to create different themes for different recipients or groups.

PBRS is the ultimate solution for Power BI reports distribution. Try it today and see how it can transform your reporting workflow.


Date-Time or Event Triggers? Have Both!

It's easy to schedule Power BI exports to Excel, and other standard formats like PDF, at specific dates and times or configure them to run on a recurring basis such as hourly, daily, weekly, or monthly. Additionally, you can set up custom frequencies like 4-4-5, every other day, or the third Monday of the month. This flexibility allows you to automate report generation according to your business needs.

PBRS offers event and trigger-based scheduling as standard too, allowing reports to run based on specific events or conditions. For example, you can schedule a report to run when a database record is created, modified, or deleted, when data is received on a port, when an unread email exists in a mailbox, or if a file exists.

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

An advantage of PBRS is that it doesn't rely on Microsoft's export-to-file API, which means it is not subject to the limitations and constraints of that API. For instance, PBRS can export reports that exceed 50 pages, and you don't need a dedicated capacity Premium license to use it.

PBRS seamlessly integrates with various Power BI environments, including Power BI Service (Pro and PPU), Power BI Report Server (On-Premises), Power BI Premium, and all editions of SQL Server Reporting Services (SSRS). This broad compatibility ensures that you can leverage PBRS across different Power BI deployment scenarios.

PBRS Triggers
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Automate your first report today!