Automating Tasks in Power BI Reports with Power Automate Buttons

Power BI has introduced an exciting feature that allows users to leverage the capabilities of Power Automate through buttons within Power BI reports. This enhancement significantly improves the user experience by enabling users to perform operations directly by clicking on a button from the report interface.

In this blog post, we’ll provide a step-by-step guide on how to utilize a Power Automate button to trigger automated tasks within a Power BI report. Here I have taken an example to demonstrate how a single click can send a new lead directly to an Excel spreadsheet.

Let’s see how we can implement this.

Step 1: Designing the Power BI Report

First, add a new table visual from the Visualizations pane.

Step 2: Adding the Lead Table using Dataverse

Next, connect to Dataverse to retrieve the lead records. Ensure your report is linked to a Dataverse source where your lead information is stored.

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