Overview Guide

Creating a new playlist on PowerBI Robots

General: To schedule automatic screenshots with PowerBI Robots, go to the web agent and click “Playlist” on the side menu. From here, you will be able to create new automation playlists, as well as search and access previous ones.

To start a new automation playlist, click the “Create” button. On the first tab (“General”), name the playlist, and choose the screenshot output format (image, single or multiple PDFs, single or multiple Excel files). Then, set the screen-capture recurrence (i.e. your data’s refresh rate) and how you want your data delivered (“Send to”).

Recipients:

After choosing your sending method, click the “Recipients” tab to fill in your data recipients:

Keep in mind that this tab is only available when you select Email, SharePoint, or File System as your delivery method. Since one of PowerBI Robots‘ biggest advantages is the ability to share PowerBI reports with people outside your organization, you may add any emails or SharePoint libraries to your recipients. Just make sure you have the proper authorization to do it.

You can add new columns next to the mandatory name and email fields. Each new category will be available as a token wherever it can be used.

Adding Power BI reports, dashboards, and visuals to your playlist

Once you’re done, click “next” and proceed to the “Visuals” tab. Click “Add Power BI account” and a screen displaying your Power BI workspaces will pop up. You may see all reports and dashboards contained on each by clicking the plus sign. Check the boxes to select which report pages and individual tiles you wish to send (alternatively, select them all). Select which data you wish to send and what filters you want to apply. If you need further instructions on how to do this, check section “3 – Personalizing a playlist on PowerBI Robots”.

All selected dashboards and reports are displayed on the left of the screen, under the “Search” bar. You can change the title, set the size, and apply report and page-level filters to any reports by clicking the icon next to each PBI Url field. After selecting the Power BI dashboards and reports to add to your playlist, click “Create” to finish creating your playlist.

If, instead of creating a new playlist from scratch, you wish to duplicate one, click the Actions button from the Playlists screen and select Duplicate from the dropdown menu.

A playlist copy keeps all elements from the original one, including reports, recipients, and filters. Keep this in mind when creating playlists using this method.

You must now install and configure the PowerBI Robots agent to synchronize your playlists.