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Microsoft Power BI - Create PDF, Word, Excel Documents
Microsoft Power BI can connect with Documentero to turn live reports and dashboards into ready-to-share documents. With this integration, you can automatically generate PDF, Word, or Excel files based on the latest Power BI data. Teams can keep stakeholders updated with consistent, branded reports without manual exporting. The setup works through API, Make, or Power Automate depending on your workflow.
Microsoft Power BI
Documentero
Triggers
Watch Apps — Triggers when an app is last updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Microsoft Power BI using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Microsoft Power BI using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Power BI dashboards with Documentero
Create Word documents from Power BI data for stakeholder updates
Export Power BI charts into Excel templates using Documentero
Build scheduled client reports from Power BI via Documentero
Produce branded financial statements from Power BI through Documentero
Generate project status documents from Power BI analytics with Documentero
Export Power BI performance metrics into formatted Word files with Documentero
Create weekly PDF summaries from Power BI data using Documentero
Automatically generate Excel-based KPI trackers from Power BI via Documentero
Produce board meeting documents from Power BI insights with Documentero
How you can use Microsoft Power BI + Documentero
Monthly Sales Reports
Send Power BI sales dashboards to Documentero to create branded PDF reports for management at the end of each month.
KPI Tracking
Export Power BI key performance indicators into a Word template via Documentero for weekly team updates.
Financial Summaries
Generate Excel files from Power BI financial data using Documentero templates for accounting reviews.
Client Briefings
Automatically create client-ready PDF reports from Power BI visuals through Documentero before meetings.
Project Updates
Use Documentero to turn Power BI project dashboards into structured documents for stakeholder communication.
Setup Guides
Make Tutorial: Integrate Microsoft Power BI with Documentero
- Create a new scenario in Make.
- Add Microsoft Power BI to the scenario and choose one of the triggers (Watch Apps). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Microsoft Power BI trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Microsoft Power BI with Documentero
- Create a new flow in Power Automate.
- Add Microsoft Power BI to the flow and choose one of the triggers (Watch Apps). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Microsoft Power BI trigger.
- Test and save your flow.
