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An automation solution that will automatically select fields from a PowerBi dashboard to an Outlook email and automatically insert data. This solution will be used regularly to reduce time spent on the task.
I’m using PowerBi to create a monthly dashboard. Each month I get an excel sheet with new data, I need to delete some columns and upload it to PowerBi. When the dashboard is refreshed, I need to click on different tabs of the dashboards to get the information I need to compile a summary report. I usually use email for this. The summary information doesn’t change from month to month, e.g. it’s the total sum of A from Tab 1, the difference of value A between the last report and the current report etc. Is there any way to automate this sort of process?
I work in a small team where processes are mainly manual.
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