Power Automate: export a Power BI visualization to excel
This article will explain how to export the data from a Power BI “visualization” (red section) into an excel file:
If you are looking more to export the data from “data” (green section), read Connect to Power BI in an excel report
NOTE: Power BI should be uploaded in the cloud (Power BI Service)
In my Power BI Desktop, I have those 2 visualizations, a table and a pie chart:
NOTE: with any types of visualization, the result/process will be the same
Click on “view -> performance analyzer”:
Click on “start recording”:
Click on “refresh visuals”:
A list of visualizations will appear:
NOTE:
- Using “clear” and “refresh visuals” every time I change something (add new one, modify title, etc.) for a cleaner list
- If I put a title for my visualizations, the name will appear:
Click on “+” to expand more option then click on “copy query”:
On Power Automate, click on “create” and select the flow type. For my example, I will select “instant cloud flow”:
Put a title and select “manually trigger a flow”:
Click on the “+” then in the “add an action” field, put “power bi run a query” to select this option:
Fill up all fields:
- Workspace: the name of the workspace
- Dataset: the name of my Power BI
- Query text: just paste what I copied from my Power BI Desktop
Click on the “+” again then put “create csv table” to select the option with the same name:
NOTE:
- Alternatively, I can select “create HTML table”, useful if I don’t want to put the result in an excel but in the body of an email for instance
- For both, the process is the same
Click on the “from” field then in the lightning icon:
Select this option:

From now, I have different options, I will explain how to receive it by email (option 1) and how to have it in the sharepoint (option 2).
Option 1 - email
Click on the “+” again then put “send email” to select this option:
Click on “advanced parameters” to select this option:
Click on “add new item”
- In “name”: put a name including the “csv” extension
- In “content”: click on the lightning icon to select:
NOTE: if I have used “create HTML table”, I can put the “output” in the “body” field. To customize the body, read Power Automate: email in html (table, link, image, etc.)
Option 2 - sharepoint
Click on the “+” again then put “sharepoint create file” to select this option:
Fill up all fields:
- In “site address”: my sharepoint
- In “folder path”: my sharepoint folder
- In “file content”: click on the lightning icon to select:
- In “file name”:
- For a single time extraction, put a name including the “csv” extension
- For a recurrent exportation and to avoid overwriting, I will include the date in the name. For that, instead to click on the lightning icon, click on the fx icon

Put this code then click on “add”:
concat('yournamefile_',formatDateTime(utcNow(),'ddMMyy'),'.csv')

NOTE: change yournamefile by yours
- For a single time extraction, put a name including the “csv” extension
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