PowerBI Robots
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  • Edit filters in bulk using an Excel file
  • Applying individual filters to your Power BI reports
  1. Guides

Import Users + Filters

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Last updated 1 month ago

Edit filters in bulk using an Excel file

You can save time by editing filters in bulk in Excel and uploading them to the PowerBI Robots web client. This feature is aimed at experienced users due to the risk of misediting important information, so pay extra attention when using it.

To edit filters in bulk, go to the Filters tab and click Export Filters to download an Excel file with your playlist’s name.

After opening this file, you’ll notice four columns:

  • PageName – write the path to any report page in this column. Page names are very specific, so we highly advise you to have at least one instance of the page you want to send and use copy/paste for new recipients.

  • Recipient – add the email of any recipients to this column.

  • ReportFilter – edit report-level filters in this column by changing any of the contained values.

  • PageFilter – edit page-level filters in this column by changing any of the contained values.

After editing your Excel, return to the Filters tab in PowerBI Robots’ online agent, and click the Import Filters button. Click Create or Update to finish.

Alternatively, you can use a JSON editor to edit your filters in bulk. The process is the same, but make sure you select JSON when exporting your filters.

Applying individual filters to your Power BI reports

Select the report you want to apply individual filters to and click on the filter icon next to the recipient’s email address. A window will pop up displaying the previously selected report along with the filter pane.

Apply the filters you wish and click the blue Save Filters button. Repeat this step as many times as necessary for the other recipients and/or reports on your playlist. Click Create (or Update), and your playlist is ready.

Open the PowerBI Robots Desktop agent, click Synchronize and you’re done. Your recipients will now recurrently receive the same Power BI report but with individually filtered data.

If you have any questions or suggestions regarding PowerBI Robots, please check out the product’s 101 guide. Alternatively, leave a comment on this post or send us an email to support@devscope.net.