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
|Method||Requirements||Output Format||Row Limit||Other Limitations||Premium/|
|Connect to Data Mart/Warehouse Directly|
(No Power BI)
|View Access to Data Mart/Warehouse||Any (as allowed by tool)||None||None||No||No|
|Export from Paginated Reports (Desktop)||Paginated Report Builder, View Access to Data Source or Build Permission to Shared PBI Dataset||CSV, Excel, Word, PowerPoint, PDF, XML, MHTML||None||None||No||No|
|Export using DAX Studio||View Access to Data Mart/Warehouse||CSV, SQL Server||None||Local Hardware||No||No|
|Connect to Data Mart/Warehouse with Excel Power Query||View Access to Data Mart/Warehouse||Excel||Excel – 1,048,576||None*||No||No|
|Analyze in Excel from Power BI Service||View Access to Workspace or App||Excel||Excel – 1,048,576||None||No||Maybe*|
|Export from Paginated Reports (Published to Service)||View Access to Workspace or App||CSV, Excel, Word, PowerPoint, PDF, XML, MHTML||None||Unable to change table structure from how report was built||Yes||Maybe*|
|Copy from Power BI Desktop Data View (Table View) to Excel||Power BI Desktop, View Access to Data Source or Build Permission to Share PBI Dataset||Excel||Excel – 1,048,576||Local Hardware||No||No|
|Export from Power BI Service Visual||View Access to Workspace or App||Excel or CSV||Excel – 150k|
CSV – 30k
|Limited by Visual Summarization*||No||Maybe*|
|Export from Power BI Desktop Visual||Power BI Desktop, View Access to Data Source or Build Permission to Share PBI Dataset||Excel||Excel – 30k||Limited by Visual Summarization||No||Maybe*|
*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.
- 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.
- 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).
- Click on File and choose Excel, then Connect:
- Select and open the Excel file created earlier, stored in OneDrive, from the File Explorer window which opens.
- On the left, checkmark the box(es) of the sheets you would like to load, the select the yellow Load button.
- 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:
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.