How to create a Word report using PowerBI as a data source in Mail & Deploy (with example)?

How to create a Word report using PowerBI as a data source in Mail & Deploy (with example)?

FIRST CREATED ON 11 Aug 2025  I  AUTHOR Emma Camacho


Creating an Word report using a PowerBI as a data source in Mail & Deploy allows you to leverage powerful data analysis capabilities. Here's an example to help you get started:

Use case
Design a Store Analysis Report for a specific Store.

Mail & Deploy Report
The output Report looks like this:


How to get there?

PowerBI Server Database datasource

How to configure a PowerBI Datasource in version 3.6 and higher?

This example uses the PowerBI report Sales & Returns Sample. You can find it here: Sales & Returns Sample v201912.pbix.

Datasource definition



Report Template



The template is attached to this article.

PARAMETERS

Datasource
"M&D Demo_Sales & Returns Sample v201912"
This is the name of the Datasource used in the M&D Datasource definition and it is used to ease the SQL queries writing.


Model
"[M&D Demo_Sales & Returns Sample v201912].[Model]"
In order to ease the SQL queries writing, this parameter can be defined.


Store
"Contoso"
This is the parameter that defines the Store to be filtered to.

ELEMENTS

NetSales
format( EvaluateDatasourceExpression( [ReportParameter].[Datasource], "SELECT  s.[Net Sales] FROM " &
 [ReportParameter].[Model]& ".Store As store " &
 "INNER JOIN "&[ReportParameter].[Model]&".Measures As s  " &
 "where store.Store = '" & [ReportParameter].[Store] &"'"  ), "$ ##,##0" )

Units Sold
format( EvaluateDatasourceExpression( [ReportParameter].[Datasource], "SELECT  s.[Units Sold] FROM " &
 [ReportParameter].[Model]&".Store As store " &
 "INNER JOIN "&[ReportParameter].[Model]&".Measures As s  " &
 "where store.Store = '" & [ReportParameter].[Store] &"'"  ), "##,##0")

Category Breakdown
Source: SQL Query
SQL Query Datasource: M&D Demo_Sales & Returns Sample v201912
SQL Query: "SELECT  p.[Product], s.[Net Sales] FROM " &
 [ReportParameter].[Model]& ".Product As p  " &
 "INNER JOIN "&[ReportParameter].[Model]&".Store As store " &
 "INNER JOIN "&[ReportParameter].[Model]&".Measures As s  " &
 "where store.Store = '" & [ReportParameter].[Store] & "' group by p.[Product] order by s.[Net Sales] " 
Insertion Mode:  Fill MSO Chart

Returns
format( EvaluateDatasourceExpression( [ReportParameter].[Datasource], "SELECT  s.[Returns] FROM " &
 [ReportParameter].[Model]&".Store As store " &
 "INNER JOIN "&[ReportParameter].[Model]&".Measures As s  " &
 "where store.Store = '" & [ReportParameter].[Store] &"'"  ), "$ ##,##0" )

Units Returned
format( EvaluateDatasourceExpression( [ReportParameter].[Datasource], "SELECT  s.[Units Returned] FROM " &
 [ReportParameter].[Model]&".Store As store " &
 "INNER JOIN "&[ReportParameter].[Model]&".Measures As s  " &
 "where store.Store = '" & [ReportParameter].[Store] &"'"  ), "##,##0")

Return Breakdown
Source: SQL Query
SQL Query Datasource: M&D Demo_Sales & Returns Sample v201912
SQL Query:  "SELECT  p.[Product], s.[Returns] FROM " &
 [ReportParameter].[Model]&".Product As p  " &
 "INNER JOIN "&[ReportParameter].[Model]&".Store As store " &
 "INNER JOIN "&[ReportParameter].[Model]&".Measures As s  " &
 "where store.Store = '" & [ReportParameter].[Store] & "' group by p.[Product] order by s.[Returns] "
Insertion Mode:  Fill MSO Chart

Today
Date.Now.Tostring("dd.MM.yyyy")

Looking for Additional Guidance?


If you require more detailed information or further assistance, please visit our comprehensive Online Documentation. Our resources are designed to help you navigate all features and functionalities effectively.