This tutorial demonstrates how to create a Power BI dashboard to monitor sales and profit data, and then automate the delivery of this data to top management via email using Power Automate.
Key steps covered:
- Data Loading & Dashboard Creation:
- Importing Excel data into Power BI.
- Creating visuals (cards, line and column chart) to display key metrics.
- Power Automate Integration:
- Adding a Power Automate visual to the dashboard.
- Creating a flow triggered by button clicks.
- Designing the flow to send an email with sales and profit data.
- Email Customization:
- Adding date and formatting to the email subject and body.
- Flow Monitoring & Management:
- Viewing flow run history and error details.
This tutorial provides a practical example of how to leverage Power BI and Power Automate to streamline data reporting and improve business efficiency.
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