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

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

FIRST CREATED ON 12 Aug 2025  I  AUTHOR Emma Camacho

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Creating an Excel 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 the 3 Top Stores Analysis Report.

Mail & Deploy Report









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.



ELEMENTS

NetSales
EvaluateDatasourceExpression( [ReportParameter].[Datasource], 
"SELECT  s.[Net Sales] FROM " &
[ReportParameter].[Model] & ".Measures As s  " )

Units Sold
EvaluateDatasourceExpression( [ReportParameter].[Datasource], "SELECT  s.[Units Sold] FROM " &
 [ReportParameter].[Model] & ".Measures As s  "   )

Category Breakdown
Source: SQL Query
SQL Query Datasource: M&D Demo_Sales & Returns Sample v201912
SQL Query: "SELECT  p.[Product], s.[Net Sales], s.[Units Sold] FROM " &
 [ReportParameter].[Model] & ".Product As p  " &
 "INNER JOIN " & [ReportParameter].[Model] & ".Measures As s  " &
 "group by p.[Product] order by s.[Net Sales] desc "
Insertion Mode:  Write To Worksheet
Row Insertion Mode: Overwrite

Store_rep

EvaluateSqlDatasourceExpression(
[ReportParameter].[Datasource], "SELECT  store.[Store] FROM " &
 [ReportParameter].[Model] & ".Store As store " &
 "INNER JOIN " & [ReportParameter].[Model] & ".Measures As s  " &
 "group by store.[Store] order by s.[Net Sales] desc LIMIT 3 " , 2 )
For more information, see EvaluateSqlDatasourceExpression.

Store
[RepeatedValue].[Store]

Net Sales_perStore
EvaluateDatasourceExpression( [ReportParameter].[Datasource], "SELECT  s.[Net Sales] FROM " &
 [ReportParameter].[Model] & ".Store As store " &
 "INNER JOIN " & [ReportParameter].[Model] & ".Measures As s  " &
 "where store.Store = '" & [RepeatedValue].[Store] &"'"  )

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

CategoryBreakdown_perStore
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 =  '" &[RepeatedValue].[Store]& "'  group by p.[Product] order by s.[Net Sales] desc "
Insertion Mode:  Fill MSO Chart


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.