Help using power query/VBA to automate a power BI dataset.

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Board Regular
Joined
Jul 11, 2021
Messages
77
Office Version
  1. 365
Platform
  1. Windows
Hi so I have automated huge parts of my job and I wanna work hard to work less. I have daily tasks and I hope I can automate it so that I can do more important things with my time. So I am given a link to a Power BI dataset and I have bookmarked the relevant pages and I want to see if it's possible to download the relevant data and save it to the relevant parts of my network daily. Is there a way to do so?

1)The first file I need to download the data from the powerBI dataset, copy and paste the new data then save. I was hoping i could use power query?VBA to just hit refresh, save and close

2) Second dataset needs to be downloaded, saved in particular format _CES_XX_XX_2021.xlsx

3)Third dataset needs to be downloaded, have the sheet to be renamed "All Data", then two new sheets need to be created lets call them "UT1" and the other "resident". I want to filter column A, and search "kirk" and then copy and paste the table into "UT1". Then clear the filtering and then go to column Y, search "kirk" and copy and paste all the contennts into residents. Then save in a particular format _DES_XX_XX_2021.xlsx

These files will then be saved and then sent to a few people.

Thanks
 

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