This guide explains how to set up a new flow for Power BI using Flowsite and Dashpivot, and how to connect that flow to Power BI (Desktop and Browser). This workflow allows you to export Dashpivot data into Power BI for advanced reporting and visualisation, while reducing manual data handling.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Dashpivot Contributor
Skills Required: Workflow Automation
Device Type: Computer/Browser
Subscription: Dashpivot, Flowsite, Microsoft Power BI
Step-by-Step Instructions
1. In the Connections tab, ensure Dashpivot is connected
2. Select the Flows tab at the top & click Create Flow
3. A flow selector modal should appear with a thumbnail Dashpivot Hosted Source for PowerBI
4. Click on the flow thumbnail and a new Dashpivot Hosted Source flow will be created
5. Configure the flow by providing a Trigger time in the recurring time trigger block
6. Define the System, Workspace and Module Source
Templates: Paste the Template ID into the input.
Actions: This will generate a CSV of the actions from the selected workspace.
7. Once done, press the "Save" button to automatically trigger the first run before inputting the access URL/username/password into Power BI
8. Next open Microsoft Power BI to complete the link of the flow
Power BI Desktop Video Walkthrough