How to send Power BI reports via Outlook

How to send Power BI reports by email using Outlook

[vc_row][vc_column][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]For years, the ability to send Power BI reports via email was one of the most requested features in Microsoft’s Business Intelligence solution. Thankfully, since March 2019, Pro users have been able to share their reports and dashboards by sending an email invitation to any user.[/vc_column_text][vc_single_image media=”6607″ el_class=”mb-adapt-3 mt-adapt-3″][/vc_single_image][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]This was a huge step for Microsoft’s Business Intelligence service. However, those who report to non-Power BI users know that they are not often looking for the full experience, but a quick glance at the numbers. These users know the feeling of taking screenshots, attach them to an email, and hit send a little too well. However, embedding Power BI reports in emails can be as easy as inserting a picture thanks to PowerBI Tiles Pro.[/vc_column_text][vc_custom_heading heading_semantic=”h4″ text_size=”h4″ text_weight=”font-weight-bold” el_class=”mb-adapt-3 mt-adapt-3″]Send Power BI reports via email using PowerBI Tiles Pro in Outlook[/vc_custom_heading][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]Firstly, if you haven’t done it yet, click here to download the Desktop trial version of PowerBI Tiles Pro from the product’s website. The zip will contain three executable files, one for Word, another for PowerPoint, and the third one for Outlook. For our current purpose, run the Outlook file.[/vc_column_text][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]Open Outlook and click on New Email. Then, navigate to the PowerBI Tiles Pro Desktop tab and click Login to connect your Power BI account to Outlook.[/vc_column_text][vc_single_image media=”6608″ el_class=”mb-adapt-3 mt-adapt-3″][/vc_single_image][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]Click Add PowerBI to open a window displaying your Power BI workspaces. Navigate the list, check the ones you wish and click Add Items to add them to your email’s body.[/vc_column_text][vc_single_image media=”6609″ el_class=”mb-adapt-3 mt-adapt-3″][/vc_single_image][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]Alternatively, if you wish to insert a report from Power BI Online or hosted on another website, click Add from Url and paste that report’s URL.[/vc_column_text][vc_single_image media=”6610″ el_class=”mb-adapt-3 mt-adapt-3″][/vc_single_image][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]If you wish to add your Power BI report to a reply or include it on a forwarded message, make sure you double click the email you wish to reply to, otherwise, the PowerBI Tiles Pro tab won’t be available.[/vc_column_text][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]And you’re done. It is as simple as that. Using PowerBI Tiles Pro to send data via email is a very easy way to keep non-Power BI users up to date with the latest figures, but if you wish to take the process to the next and automate the email delivery, you should consider giving the more advanced PowerBI Robots a try.[/vc_column_text][vc_custom_heading heading_semantic=”h4″ text_size=”h4″ text_weight=”font-weight-bold” el_class=”mb-adapt-3 mt-adapt-3″]PowerBI Tiles Pro trial vs full version: what’s the difference?[/vc_custom_heading][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]You can download a trial version of PowerBI Tiles Pro and use it without any limitations, save for a red watermark in your reports. If you wish to update to the full version of PowerBI Tiles Pro and remove this watermark, a 1-year license is available for only 99,99€. If you or your company wish to purchase multiple licenses, the price per unit decreases considerably.[/vc_column_text][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]You can download the PowerBI Tiles Online add-in for free from Microsoft’s AppSource. The trial version includes the following limitations:

  • MyWorkspace is limited to 5 dashboards and 5 reports visuals.
  • Visuals will have a watermark.
  • An advertising banner will be placed on the report selection screen.

[/vc_column_text][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]An annual PowerBI Tiles Pro license also unlocks all features in PowerBI Tiles Online.[/vc_column_text][vc_column_text el_class=”mb-adapt-3 mt-adapt-3″]If you need any help using PowerBI Tiles Pro, please check the product’s 101 guide or contact us by email.[/vc_column_text][vc_single_image media=”4420″ media_link=”url:https%3A%2F%2Fpowerbitiles.com%2F%3Fapp%3DPBIRobots%23utm_source%3DBlog%26utm_medium%3DBanner%26utm_campaign%3DBlog|target:_blank” el_class=”mb-adapt-3 mt-adapt-3″][/vc_single_image][/vc_column][/vc_row]