An automated workflow using integromat
Connects Microsoft Excel + Power Bi
Add Microsoft Power BI dataset records from new Microsoft Excel spreadsheets
About this workflow template
This automation scenario allows you to connect Microsoft Excel and Power Bi
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Microsoft Excel and Power Bi can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Microsoft Excel
Watch Worksheet Rows in Microsoft Excel
Triggers when a new row is added to a worksheet.
Then this action happens in Power Bi
Add/Delete Rows in a Dataset Table in Power Bi
Adds or deletes rows of a specified push dataset table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add Microsoft Power BI dataset records from new Microsoft Excel spreadsheets.
Part I
Configure Applications
First, we need to connect Microsoft Excel and Power Bi to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Microsoft Excel to Make.com.
Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.
Connect Power Bi to Make.com.
Give Make.com access to your Power Bi account, using Power Bi credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Microsoft Excel
Choose the following trigger: Watch Worksheet Rows (Triggers when a new row is added to a worksheet.).
Then set up an Action for Power Bi
Choose this action: Add/Delete Rows in a Dataset Table (Adds or deletes rows of a specified push dataset table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Microsoft Excel and Power Bi.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add Microsoft Power BI dataset records from new Microsoft Excel spreadsheets!
Supported triggers and actions
New row
Triggers when a new row is added to a worksheet in a spreadsheet.
triggerbyzapierautomateioUpdated row
Triggers when a row is added or updated in a worksheet.
triggerbyzapierNew row in table
Triggers when a new row is added to a table in a spreadsheet.
triggerbyzapierpabbly-connectWatch worksheet rows
Triggers when a new row is added to a worksheet.
triggerbyintegromatNew worksheet
Triggers when a new worksheet is added to a spreadsheet.
triggerbyzapierpabbly-connectWatch table rows
Triggers when a new row is added to a table.
triggerbyintegromat
Add/delete rows in a dataset table
Adds or deletes rows of a specified push dataset table.
actionbyintegromatCopy a report
Copies an existing report.
actionbyintegromatCreate a dashboard
Creates a new dashboard.
actionbyintegromatCreate a dataset
Creates a new dataset.
actionbyintegromatDelete a dataset
Deletes a dataset.
actionbyintegromatDelete a report
Deletes a report.
actionbyintegromat
Apps you need
Microsoft Excel is the industry standard for spreadsheet applications that enables data analysis, organization, and collaboration among multiple stakeholders in real-time.
Power BI is a suite of business analytics tools that allows you to effortlessly visualize and analyze complex data. With its easy-to-use interface, end-users can create their own reports and dashboards, enabling deeper business insights and better decision-making.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
