In this video, learn how to set up an advanced schedule to send a Report Builder workbook to Power BI.
In this video, I’ll be demonstrating how to publish an Adobe Report Builder report to Power BI. You are not limited to sending Report Builder workbooks via email or FTP. You can give your business users direct access to this data from within Power BI accounts. This is a very useful way of democratizing your analytics data, so that it could be joined with other data sources like point of sale or customer data. We’re going to be looking at the advanced delivery options for this particular use case. Now I’m already in Report Builder. I already have a workbook open and I’m logged in with my Experience Cloud ID credentials. As you can see above, where the add-on toolbar is already displayed, I’m going to select schedule from the toolbar. The Schedule Task Manager opens and I’m going to create a new schedule for this workbook. So I’m going to select the new command toward the bottom. This opens the scheduling wizard. I’m going to select advanced delivery options toward the bottom. Below the report name, there are three tabs. Scheduling, file options, and Power BI publishing. The first thing we want to do is establish the scheduling cadence of the report to be published. There’s options for delivery time, either now or later. If I select later, I can see the details of what’s available. Under recurrence pattern, I can choose the frequency details. Now at the bottom, I can choose the dates for recurrence as needed. Once I get these settings right, I’ll go to the Power BI publishing tab. There’s three main options here. The first, Publish Workbook to Power BI will publish it in Excel format. Now the next option, Publish All Report Builder Requests as Power BI Dataset Tables, will publish all of the requests in the workbook as separate dataset tables. The last option, Publish All Formatted Tables in the Workbook as Power BI Dataset Tables allows you to send only the content of all formatted tables within the workbook instead of everything, as the previous choice would do. So let’s say you have an Excel workbook that pulls data from multiple requests and creates a summary table with a lot of formulas. You can import only the summary table using this option. When I click on OK at the bottom, I’ll be redirected to a Microsoft sign-in process. This is because we’re publishing these to Power BI directly instead of using an FTP account. Once I sign in to Microsoft successfully, I see the Scheduling Workbook Please Wait message at the bottom of the task manager module. Once it finishes, the scheduled report appears in the list above. Now to verify the report has been received, you’ll need to open your instance of Power BI and then go to the workbooks or dataset section under workspaces, depending on the option you chose in the Power BI publishing tab. Okay, I’ve walked you through publishing Report Builder data to Power BI using advanced delivery options. You should now feel comfortable doing this on your own. -
For more information on this feature, visit the documentation.