Technology

Streamline Your Data Reporting with Power BI Automation

Are you using Power BI and thinking:

  • Is there a way to automate Power BI reports?
  • How do I eliminate redundant manual reporting errors?
  • How do I reduce time wasted gathering data from dispersed data sources?

You’re not alone in questioning the ally.

Don’t be surprised by the fact that over 100,000+ companies are using Power BI as per Microsoft.

And their leaders also asked similar questions at the beginning — until they were introduced to Power BI Automation.

Microsoft Power BI is an excellent tool for all your reporting and business intelligence needs. However, there are still different manual processes that require extra effort and time consumption.

Power BI Automation helps bypass the manual errors and boost your data analytics team’s productivity.

Automation in Power BI also minimizes the efforts in sending bulk reports and converting a Power BI file into multiple formats for data analysis.

By automating Power BI reports, you can improve your business productivity and decision-making time.

Thinking what does this blog have for you?

What is Power BI Automation?

Simply put — Power BI reporting automation delivers reports that cover business information at predetermined intervals to save time and effort.

Automated reporting in Power BI helps to generate a variety of business reports based on your reporting needs. An enterprise-level BI and reporting helps you plan, initiate, and disseminate reports.

How to Automate Power BI reports in Power BI Software?

There are various ways to unlock automation in Power BI reporting, saving you time and effort.

Each approach has its perks and selecting the right approach depends on your specific business needs.

Let’s discuss them one by one.

Automating Power BI Reports with Power Automate

Power Automate is a cloud automation platform designed to create automated workflows quickly.

It allows you to run automated workflows directly into your Power BI reports.

Are you confused between Microsoft Power Automate and Power BI?

Here is the ultimate guide to exploring — Exploring the Interplay of Power BI vs Power Automate

Automate Power BI Reports Using Third-Party Tools

Another way you can automate report and dashboard creation and distribution in Power BI is by using third-party tools.

Pick up a reliable third-party tool that’s compatible with MS Power BI, install and set it up, and connect it to your selected Power BI service.

Power BI Automation Using Power BI Robots

Power BI Robots is a tool dedicated to Microsoft Power BI.

It uses a Robot Process Automation (RPA) solution to let you plan and share reports with anyone, anywhere, and at any time of the day to any number of recipients.

You can install the desktop agent and create a playlist of dashboards and reports for sharing.

Automating Power BI Reports Using PBRS

Power BI Report Server is a dynamic solution for flexible report scheduling, trigger-based scheduling, and unattended scheduling.

The best part about the Power BI Report Server is that it shares great compatibility with most Power BI environments and their seamless PowerBI integrations.

Have questions about the Power BI Report Server?

Here is the ultimate guide to — Answering the top Power BI Report Server questions for leaders.

Power BI Automation with PowerShell Scripting

PowerShell is a cross-platform task automation solution combining a scripting language, a command-line shell, and a configuration management framework.

This makes it ideal for various automation tasks, including Power BI automation.

Having discussed multiple ways to automate Power BI reports, we’re confident you are now a step closer to understanding their automation.

Now it’s time to understand the report automation process in Power BI with one of the most widely used tools — Power BI Robots.

How to Set Up Automated Reporting in Microsoft Power BI Using Power BI Robots?

You can use Power BI Robots, a Robotic Process Automation (RPA) solution that was recently released by Microsoft.

It enables you to plan and send Power BI reports to anybody, anywhere, at any time, and from any location.

You can install the Power BI Robots desktop representative and click Create on the Playlist option.

A playlist is a collection of Power BI reports or dashboards that you can share anywhere, usually via email.

Next, on the General Tab, you should:

  • Name the playlist
  • Set the right screen size
  • Set the screen-captures repetition
  • Select Email on the Send to bar
  • Select the screenshot output format, such as PDF or image

Once done, you can automate your Power BI reporting process.

But there are a few things you should consider.

  • If you want to send emails to multiple people regularly, you can use the Token function. You can snap the Pound sign on the menu to activate it. Once you select a token from the list, you confirm that the area will be updated regularly.
  • Continue on the Recipients page and add the email addresses of the Power BI reports recipients. You can also add multiple accounts based on your preference.
  • After selecting your recipients, tap “next” to go to the Visuals tab. Once you click Add Power BI account, a screen will appear displaying the Power BI workstations.
  • Next, you’ll tick the boxes appearing next to the report pages. To add inputs to your reports you can jump to the last tab. This feature is useful if you want to transmit different data to multiple people using the same Power BI report.
  • Next, click Create to complete creating your playlist.
  • Finally, click Synchronize on the General tab on the Power BI Robots desktop.

Power BI report automation can save your company a lot of time and money. It helps to set you on the path to becoming a data-driven organization.

With automated reporting in the Microsoft BI your team can identify the hidden biases and critical perceptions inside the data.

But one of the most evident benefits of PowerBI automation is saving time, effort, resources, and money. Your business expenses are significantly reduced without compromising the quality of operations.

But you require a recognized Microsoft Power BI Partner to leverage the cutting-edge benefits and functionality of Power BI for your organization.

Boost your efficiency and access the intuitive Power BI Dashboards to reach the maximum potential of the powerful data visualization tool with a certified Power BI automation services partner.

Skeptical about partnering with a third-party service provider?

How Does Effective Power BI Reporting Require Professional Company Support?

There are multiple reasons for getting the best Power BI Microsoft reporting services from a professional company, but let’s discuss a few.

1. Expertise in Power BI Automated Reporting

A professional Power BI Microsoft company has the expertise and knowledge to help you achieve effective automated reporting results.

You can outshine others and analyze the valuable insights from your organizational data with finesse.

They implement Power BI automation in your business ecosystem to provide you access to well-vetted reports anytime and anywhere.

2. Professionalism

A reliable company providing Power BI automated reporting services delivers great professionalism. You can unlock desired business outcomes and streamline your data to improve your business’s decision-making.

3. Transparency and Security

Automating your Power BI reporting requires reliable and transparent management. Choosing certified Power BI experts helps you maintain complete transparency and security of your data.

You can also get scheduled Power BI reports to analyze and make informed decisions based on your preferences.

But choosing a reliable and certified Power BI company for managing your business intelligence and data analytics reporting can be overwhelming.

Don’t fret!

Integrative Systems is here to simplify your decision-making process and optimize your Power BI reports with expertise and reliability.

Integrative Systems — Partner of Your Choice for Power BI Automated Reporting

We, at Integrative Systems, have a talented team to deliver you tailored Power BI automated reporting solutions. Our tailored Power BI management helps you unlock your desired business outcomes.

Being the USA’s leading Power BI consultation service provider, we understand your requirements and needs.

Based on your reporting requirements and goals, our expert team plans the best suitable path for unlocking your business potential with effective Power BI reporting.

Our pre-vetted Power BI consultants leverage the robust features of Power BI to create automated, colorful, and intuitive reports with powerful data representation formats.

Our experience and knowledge deliver you the best Power BI automated reporting results that help you stand out and stay ahead of your rivals.

Get started with powerful BI reporting, professional expertise, and consulting team support to transform your business data analytics and business intelligence management.

Have questions for us?

Drop us a line at contact@integrativesystems.com and our team of experts will get back to you within 2 business days.

Leave a Reply

Your email address will not be published. Required fields are marked *