From Power BI to iObeya: Differents Ways to Trigger your Automation

In today's fast-paced business environment, being able to quickly and efficiently manage and act on data is critical. Power Automate is a powerful tool that helps organizations automate manual processes, freeing up time for more important tasks. When used in conjunction with Power BI and iObeya, you can take your data visualization and decision-making capabilities to the next level.

In this article, we will explore two ways to trigger a Power Automate flow from within Power BI and iObeya. This will allow you to automate your workflow and make it even easier to manage and act on your data.

You can also take a look right now to this related article which shows the result in a quick video.

To get started, create a Power BI report that contains the data that you want to work with. Make sure that the report is properly formatted and contains all of the data that you want to extract.

This step explains how to create a button in Power BI that triggers a Power Automate Flow. For a complete and detailed explanation of how to create a Power Automate Flow with PowerBI actions, please read our article Maximize Your Data Insights with Power BI and iObeya. 

With this flow, you'll be able to automate your data management processes with just a few clicks.

With your flow in place, it's time to add a Power Automate button to your Power BI report. 

This button will trigger your flow when it is clicked. To add a button, go to the “View” tab in Power BI and click on the “Buttons” dropdown. 

Select “Power Automate” and choose the specific flow that you want to trigger.

With your button in place, it's time to trigger your flow. Open your Power BI report and click on the Power Automate button. This will trigger your flow and extract the data from Power BI, allowing you to automate your workflow and streamline your process.

In this part, we'll show you how to create a button in Power BI that triggers a Power Automate Flow. 

Advantages of Using the iObeya Button Tool :

• Stay within iObeya for visual management: By using the iObeya button tool, you can trigger a Power Automate Flow without leaving the iObeya platform. This allows you to keep all your data management processes within one system, making it easier to manage and monitor.
• Make decisions close to the board: With the iObeya button tool, you'll have quick and easy access to the Power Automate Flow, right from within your iObeya board. This means you can make decisions about your data management processes quickly and efficiently, without having to switch between multiple systems.

To get started, create an iObeya board that contains the data that you want to work with. Make sure that the board is properly formatted and contains all of the data that you want to extract.

For a complete and detailed explanation of how to create a Power Automate Flow, please see our article "Maximize Your Data Insights with Power BI and iObeya".  

But replace step 2 by : Select "HTTP Request" as the trigger instead of “On Power BI button clicked”.

• Configure the trigger with the desired parameters and save the Flow.
• After saving the Flow, copy the HTTP GET URL provided by Power Automate.

To add a button tool in iObeya, follow these steps:

1. Pick up the Button tool from the dock of your board.
2. Place the button on your board.
3. In the Button URL textbox, enter the URL that corresponds to your Power Automate Flow.
4. Set the Button Label to "Update”.
5. Under Event, select "Execute action".
6. Save the button.

It's as simple as double-clicking the button to trigger the external integration with Power Automate.

With these simple steps, you've now created a Power Automate Flow with an HTTP Request trigger and added a button to your iObeya board that will trigger the Flow. This allows you to automate your data management processes and make more informed decisions without leaving the iObeya platform.