Power BI

Slack integration

Share your Power BI reports directly to Slack

Add to Slack

Sharing reports

You can share the Power BI reports to the Slack channel (either public or private) right from the Slack admin area without switching to a Power BI account.

Scheduling reports

This feature fits those who would like to have the report set up and sent to Slack channel by a particular date and time on a regular basis (daily, weekly, monthly).

Alerting reports

Having a crucial metric to be checked regularly? Set up an alert and you’ll receive a notification when this metric reaches a particular value, you can also set up a frequency of alerts.

Filtering data in reports

If you want to share a particular piece of stats to Slack channel, you can apply advanced filters before the report sharing so only required data will be sent.

Step by step Guide

Connect your Power BI account

Install the plugin from Slack App Directory
Sign in to Power BI using Home tab or command /pbi-sign-in. Use your Power BI credentials
You can disconnect your Power BI account anytime, just go to “Disconnect Power BI account” and confirm you want to disconnect this. You won’t be able to share and receive reports unless the account connected again

Watch the tutorial

Share Power BI report to Slack channel

Invite Power BI Integration bot to public or private channel
Go to Power BI integration in Apps and choose "Share a report"
Choose a report, pages and channel from drop-down lists
Click Ok

Watch the tutorial

Apply filters before sharing a report

Repeat steps for sharing a report but before leaving the form, tick the checkbox "Apply filter"
You can now choose filters like table, column names and values
Beside basic filters, you can utilize advanced filters which are in the bottom of filter form

Please note: you should copy table, column and other parameters names from Power BI. so in the filter form they will be named accordingly
Anytime you fill out the filter form you can save it for further usage in case you need to apply the same filters each time
You can update or delete filters in “Manage filters” section or through the command /pbi-manage-filters

Watch the tutorial

Schedule recurring report

Invite Power BI Integration bot to a public or private channel
Go to the “Schedule report” section or through the command /pbi-schedule-report
Choose report, pages and channel, then specify periodicity and time of the report
You can stop, resume or delete scheduled reports in the "Manage scheduled reports" section

Watch the tutorial

Create and manage alerts

Go to "Create an alert" section or through the command /pbi-manage-scheduled-reports
Choose report and channel, then specify the visual title, condition, value and frequency of alerts
You can stop, resume or delete alerts using the "Manage alerts" button or through the command /pbi-manage-alerts

Watch the tutorial

Share your Power BI reports directly to Slack

Add to Slack