Export Power bi to excel

export-power-bi-to-excel

How to Export from Power BI to Excel – An Overview of Methods

At whatever point we talk about data apparatuses we generally joke about an opportunity to-Excel. It represents the measure of time a client will be in the instrument before they decide to fare to a more natural software like Excel to tweak the data precisely the manner in which they need. This happens more frequently than many might want to concede, and it’s not really something to be bashful about. In case you’re thinking about how to trade from Power BI to Excel we have a convenient graph for you to analyze the accessible strategies. Beneath, I disclose how to get from various pieces of the Power BI biological system back to Excel when liked.

Power BI, as a device, is fundamentally implied for data investigation and analysis inside the apparatus – that is, Power BI Desktop, the Power BI Service (powerbi.com), or different pieces of the Power BI environment. Sending out for additional analysis isn’t the primary objective of the stage.

Fortunately for the individuals who might much rather work with the natural worksheet see, there are approaches to control data from Power BI in Excel. I’ve recorded them underneath all together from the simplest and generally complete to the most troublesome and least complete.

Exporting from Power BI to Excel

MethodRequirementsOutput FormatRow LimitOther LimitationsPremium/
Embedded
Pro
Connect to Data Mart/Warehouse Directly
(No Power BI)
View Access to Data Mart/WarehouseAny (as allowed by tool)NoneNoneNoNo
Export from Paginated Reports (Desktop)Paginated Report Builder, View Access to Data Source or Build Permission to Shared PBI DatasetCSV, Excel, Word, PowerPoint, PDF, XML, MHTMLNoneNoneNoNo
Export using DAX StudioView Access to Data Mart/WarehouseCSV, SQL ServerNoneLocal HardwareNoNo
Connect to Data Mart/Warehouse with Excel Power QueryView Access to Data Mart/WarehouseExcelExcel – 1,048,576None*NoNo
Analyze in Excel from Power BI ServiceView Access to Workspace or AppExcelExcel – 1,048,576NoneNoMaybe*
Export from Paginated Reports (Published to Service)View Access to Workspace or AppCSV, Excel, Word, PowerPoint, PDF, XML, MHTMLNoneUnable to change table structure from how report was builtYesMaybe*
Copy from Power BI Desktop Data View (Table View) to ExcelPower BI Desktop, View Access to Data Source or Build Permission to Share PBI DatasetExcelExcel – 1,048,576Local HardwareNoNo
Export from Power BI Service VisualView Access to Workspace or AppExcel or CSVExcel – 150k
CSV – 30k
Limited by Visual Summarization*NoMaybe*
Export from Power BI Desktop VisualPower BI Desktop, View Access to Data Source or Build Permission to Share PBI DatasetExcelExcel – 30kLimited by Visual SummarizationNoMaybe*

*Please note that the values above are for Import reports. DirectQuery reports have slightly different export limits when limited.

Get Data from an Excel file in Power BI (Desktop or Service)

This is the only integration in our guide where we can use both Power BI Desktop and Power BI Service. We will illustrate below the first case, but if you prefer Power BI Service (online), this article describes the steps for you.

  1. Ensure the Excel file in OneDrive to which you are publishing the form data is available in File Explorer. Note: When you sign into a computer with a Microsoft account, it may automatically sign into OneDrive for you. Some computers will only allow the linking of one personal Microsoft account at a time, so you may want to sign into your computer with the account that has access to the Excel file.
  2. Open Power BI Desktop and select Get Data from the Introduction Window. Otherwise, go to the Home tab and click on Get Data (select the symbol, not where it says Get Data with the arrow).
  3. Click on File and choose Excel, then Connect:

setup_excel_in_bi.png

  1. Select and open the Excel file created earlier, stored in OneDrive, from the File Explorer window which opens.
  2. On the left, checkmark the box(es) of the sheets you would like to load, the select the yellow Load button.
  3. From here, you’ll be able to create Reports and Dashboards using the dataset imported via API Request. Whenever you want to refresh your tables and graphs so that they’re all illustrating the latest data stored in the Excel workbook (updated from your SurveyCTO server), click on Refresh in the menu bar:

refresh_powerbi.png

Clicking Refresh will run your script, which will get the latest data in your Excel file. Your dataset will be updated, as well as all associated graphics and tables.