How to publish approved TextMine Records into BI dashboards?

When Power BI reporting needs governed document data

Power BI dashboards are only useful when the underlying facts are trusted. For document-heavy operations, that means obligations, dates, owners, risks, values, approvals, and evidence status should be reviewed before they reach a report.

TextMine helps teams automate Power BI reports by turning approved document facts into governed records that can feed dashboards, scheduled exports, and PDF reporting packs.

• Contract obligations and renewal dates
• Supplier risk and compliance evidence
• Credit monitoring and portfolio review facts
• Regulatory remediation and control status

Prepare records before a scheduled export

A reliable Power BI scheduled export starts before the export job runs. Playbooks can require source links, reviewer approval, confidence thresholds, field validation, and refresh cadence before a value is available for reporting.

For recurring report runs, use governed finance records to standardize the facts and submit reviewed finance artifacts when reports, files, or downstream systems need the same approved context.

Route exceptions before reports are generated

Missing owners, stale evidence, failed syncs, and low-confidence values should not quietly move into executive dashboards. Workflows can route those exceptions before reporting snapshots are created.

If a Power BI export to PDF or dashboard refresh depends on document evidence, route exceptions to the right reviewer first, then send approved outputs through reviewed document data exports for BI tools.