Causes Why You Ought to Use Energy Automate in Energy BI

26 June 2023

how power bi can help businesses

Microsoft Energy Automate is a strong resolution that allows seamless integration between a number of platforms and purposes, automating varied processes and operations. It gives a low-code or no-code strategy, permitting customers to shortly and simply create flows utilizing pre-designed templates or ranging from scratch. With its integration capabilities, Energy Automate simplifies the exporting of Energy BI dashboards and experiences in numerous file codecs similar to PDF, PowerPoint, and Excel.

In a company, Energy BI experiences are sometimes shared by the Energy BI service, which operates in a cloud setting. To entry the shared content material, every consumer is required to have a service license.

By leveraging Energy Automate, organizations can streamline the distribution of exported experiences to each inner and exterior customers on a predefined schedule and in a selected format. This text highlights the the reason why it is best to leverage Power Automate in Power BI to boost your data-driven decision-making course of.

7 Causes to Leverage Energy Automate in Energy BI

Microsoft Power Automate seamlessly integrates with Energy BI, enabling you to automate duties and workflows with out the necessity for advanced coding or IT help. By connecting Energy Automate with Energy BI, you possibly can set off workflows based mostly on occasions similar to information refreshes, report creation, or information alerts. This integration permits you to automate repetitive duties, saving effort and time, and making certain data-driven processes are executed precisely and constantly.

One of many key advantages of utilizing Energy Automate in Energy BI is the power to automate information refreshes. With Energy Automate, you possibly can create scheduled workflows that refresh your information from varied sources, similar to databases, cloud companies, and even spreadsheets. This automation ensures your experiences and dashboards at all times show probably the most up-to-date data, eliminating the necessity for guide information updates and making certain real-time insights.

Energy Automate empowers you to orchestrate advanced workflows involving Microsoft Energy BI and different purposes or companies. As an example, you possibly can automate the method of extracting information from totally different sources, remodeling it, and loading it into Energy BI for evaluation. You can even automate the distribution of experiences and dashboards to stakeholders by way of e mail or different communication channels. By automating these processes, you improve effectivity, scale back errors, and streamline data-driven operations.

  • Conditional Alerts and Notifications

With Energy Automate, you possibly can arrange conditional alerts and notifications based mostly on particular situations in your information. For instance, you possibly can configure an alert to inform you when gross sales exceed a sure threshold or when there’s a sudden drop in web site site visitors. These automated notifications guarantee that you’re promptly knowledgeable of crucial modifications in your information, permitting you to take quick motion and make knowledgeable choices.

  • Collaboration and Approval Workflows

Energy Automate permits collaborative workflows and approval processes inside Energy BI. As an example, you possibly can create a workflow that robotically notifies related staff members when a report or dashboard requires assessment or approval. This streamlines collaboration, ensures accountability, and accelerates decision-making by eliminating guide coordination efforts.

  • Integration with Exterior Techniques

Energy Automate offers in depth integration capabilities, permitting you to attach Energy BI with exterior methods and companies. For instance, you possibly can automate the method of exporting Energy BI information to different enterprise purposes like CRM methods, venture administration instruments, or advertising and marketing platforms. This integration lets you leverage the facility of Energy BI insights throughout your group and additional improve data-driven decision-making.

  • Customized Performance with Energy Automate Desktop

Energy Automate Desktop, a part of Energy Automate, permits you to create customized automation workflows utilizing a desktop-based designer. With Energy Automate Desktop, you possibly can automate repetitive duties in Energy BI, similar to information cleaning, information transformation, or report era. This flexibility lets you tailor your automation workflows in keeping with your particular enterprise necessities, additional enhancing the effectivity and worth of Energy BI.


Energy Automate seamlessly integrates with Energy BI, offering a wide selection of automation capabilities that improve the data-driven decision-making course of. From automating information refreshes and orchestrating advanced workflows to organising conditional alerts and integrating with exterior methods, Energy Automate empowers organizations to streamline processes, save time, and make knowledgeable choices based mostly on real-time insights. By leveraging Energy Automate in Energy BI, you possibly can unlock the total potential of your information and drive your enterprise in direction of success in right this moment’s data-driven period.

Get in contact with our staff right this moment and uncover how we are able to help you in harnessing the total potential of Energy Automate in Energy BI to your group’s automation wants.