Tutorial: Schedule a Paginated Report in Power BI Service to Export to Excel & Deliver To Folder.
Channel: ChristianSteven Software
Date: 28/04/2020

Schedule a paginated report in Power BI Service to export to Excel & Deliver to Folder

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In this video:

(00:17):
This demo is going to show you how to set up a single schedule using a paginated report that is in Power BI service in the cloud. The report will be outputted to a disk or folder destination in Excel format.

(00:32):
To, begin I'm going to select single for Power BI service paginated reports. I'm going to select the Power BI account that I'm going to use and the report that I want. If you want to enter a description, you may do so. If you want to use keywords which can be used for searching different reports, you can enter those here. Click next to save.

(01:03):
This report is going to be run every other day, so I will change that to two days, and schedule time is going to be 10:30 PM. To change that, you can simply over type, or use the up and down arrows here. Click next to save.

(01:27):
This is my parameters tab. I need to enter my parameter name, and in my case, I'm using a hospital name parameter. The value is entered here, and I click add to save that parameter. Next to save it.

(01:51):
This is the destinations tab. I'm going to select my disk destination, and I'm going to select the format I'm going to use, which is Excel, and I'm going to password protect the workbook, and click okay. Next to save that information.

(02:20):
This is exception handling. For more information on exception handling, please view the exception handling demo. Refreshing datasets. For more information on refresh datasets, please view the refresh datasets demo. Custom tasks. For more information on custom tasks, please view our custom tasks demo.

(02:43):
I'm going to select finish to save the schedule and then I'm going to manually execute it so I can show you the resulting report. To manually execute, I right click and select execute. Now the schedule is executed successfully, let me show you the resulting report, and here is my Excel file and it's prompting me for a password. And here is the report in Excel.

(03:26):
Christian Steven software.

(03:28):
Bigger data, better business.