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Power Automate Visual in Power BI

May 27, 2021

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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.

Power Automate Visual in Power BI
Image 1: Obtaining the visual from AppSource in Power BI Desktop

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.

Power Automate Visual in Power BI
Image 2: Power Automate Visual in Power BI AppSource

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. 

Power Automate Visual in Power BI
Image 3: Instructions on Power Automate Visual

To start the flow, click on the More options, and click on Edit

Power Automate Visual in Power BI
Image 4: Selection for editing the visual

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.

Power Automate Visual in Power BI
Image 5: Custom templates that are available in the visual

When the Instant cloud flow option is selected, lets us create the flow with the required actions. 

Power Automate Visual in Power BI
Image 6: Actions obtained from task creation in visual

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. 

Power Automate Visual in Power BI
Image 7: Save and run the flow by going back using the back button.

Click Apply to save the changes and execute the flow on clicking the Run button. 

Power Automate Visual in Power BI
Image 8: Flow execution details

Click Run flow to trigger the flow and execute the action. 

Power Automate Visual in Power BI
Image 9: Run flow execution.

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. 

Power Automate Visual in Power BI
Image 10: Triggering the flow when needed by the user.

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.

Power Automate Visual in Power BI
Image 11: Granting permission to execute and run the flow.

Conclusion

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.


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