As Power BI users are increasing in number day by day, Microsoft continues the trend of innovation by introducing and leveraging new features into Power BI. Recently, Microsoft has added a feature to enter the values from reports using Power Apps. Now, the latest release of Power BI extends its hands for users to dive into the action rather than only viewing insights. Power Automate is available in App Source as a preview feature in Power BI, which can be downloaded at the report creation.
Working with Power Automate in Power BI Desktop
Power Automate is available as a custom visual in the AppSource. In Power BI desktop, open the AppSource using the Get more visuals option.
In AppSource wizard, search for Power Automate. Power Automate (Preview) will be available in the list of custom visuals. Click on Add button to add it to the visualization pane.
Once the visual is added, it will appear in the visualization pane. Click on the Power Automate icon to the reporting canvas.
Power Automate window will initially appear with the starting instructions.
To start the flow, click on the More options, and click on Edit.
The Edit option allows the user to create a flow. To make the user more productive, Power Automate has some pre-defined Templates. The Instant cloud flow option helps the user to create a custom or more complex flow.
When the Instant cloud flow option is selected, lets us create the flow with the required actions.
Once the flow is created, save the flow using Save option in the right corner of the wizard. Click Back button to apply and run the flow.
Click Apply to save the changes and execute the flow on clicking the Run button.
Click Run flow to trigger the flow and execute the action.
Once the flow is executed, Run flow Button is created on the reporting canvas. All formatting options are available to format this button in the formatting pane.
Publishing report to the workspace enables the user to trigger the flow whenever needed. If they have edit access, they can edit the flow.
Permission to trigger the flow
The user must have access to trigger the flow in the Power BI Service. The permission can be provided by adding the user under “Run Only Users” of the Power Automate wizard in Edit mode.
The new visual enables users to make Power Automate act as a built-in feature instead of enabling triggering flows separately. This ensures users have more flexibility and enhanced features with the Power BI report they are building.
Know more about Microsoft Power BI services offerings from Visual BI solutions here.