I'm looking for a way to automatically export data from Power BI visualizations to CSV or excel. If you click on the more options on each visualization, it gives you the option to export the underlying data used to create each visual
Is there a way to make Power Bi export the data every time the dashboard is refreshed? I tried using power automate within Power Bi to export the data and it works but it seems there isn't a way to schedule the button to run every time the data is refreshed.
I'd recommend using Analyze in Excel instead of exporting from the visual, since it estabishes a live OLAP connection directly to the Power BI dataset which is always up-to-date. And in contrast to exports from visuals it gives you access to the whole data model and doesn't come with a row limit.
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I have a power bi report that connects to another power bi dataset.
I want to import an excel file into the new report's dataset without making any changes to the original dataset.
On this new report (that uses another dataset) the transform query button is grayed out so I'm not sure how to import an excel file. Does power bi support this?
Use the Get data button on the home tab. Should be a simple upload of the excel file. Make sure to use the desktop version. Using the model tab on the far left side you can link variables (many to many, many to one, etc.) (if the datasets are related)
What you`re looking for is a Composite Model. If you want to use it, you first have to enable the following Preview features in Options:
After a restart you can click on Transform data and Power BI will add a local model and allow you to add further data sources like Excel files to it.
I want to know if I can use Power BI to create reports in Excel? I want a well formatted report we present before clients.
Clients provide us data in SQL. I use statistical analysis tools. The analysed numbers are in SQL again. I have Power BI on my laptop. I want to know if I can build any process where I can create excel reports from the SQL server numbers?
I do use PBI for creating charts and graphs which I later manually paste in excel reports. But have no idea if complete report making is possible.
Can anyone elaborate??
Thanks!!
Power BI is (mostly) the combination of two Excel plugins, Power Query (Get data from Excel 2016 onwards) and Power Pivot. The visual/report layer is an advanced version of Power View in Excel.
You have two options. First you can use Excel to have the Power BI experience in getting and connecting the data together. For this method you will use the Power Query (M) and Power Pivot (DAX) parts, these are the same as getting data and using the relationship designer in Power BI. If you are currently copying and pasting visuals from Power BI into Excel, then this method would be the best way. You may want to create your visuals in Excel, and format them to a Power BI look and feel.
The second option is to create the dataset in Power BI, getting and transforming the data, then publishing it to the service. You can then use 'Analyze in Excel' to connect Excel to the dataset and surface the data in Excel.
I would recommend not copy and pasting visuals from Power BI to Excel as you lose the benefits of Power BI's interactivity, just use the normal charts, slicers and other tools in Excel. By using the first option, you are keeping the workflow in one application without any convoluted steps back and forth, and anything you learn and use in Power Query and Power Pivot you can use in Power BI.
I am new to Power BI and trying to build a report for one of our business requirements. I have access to a Power BI dataset which I imported in the Power BI desktop version. I also need to import an excel file placed in SharePoint/OneDrive and merge the data in these two sources. When I am trying to do this, I am getting the below error.
Is this feature not available in Power BI?
If not, is there a way to achieve this objective?
You are connected to a Tabular SSAS cube or Power BI Service dataset, you can't add other data sources.
You can only mix data source types in the modes direct query and import. See the limitations section of the MS docs
One option would be to recreate the Tabular data model in Power BI, over the base table/views it is based on in direct query mode, then add the SharePoint list, or add it as a table in the Tabular/Power BI Service Dataset
A client of mine is asking me to export the data from a table or matrix visualization to an excel file for custom reports.
I checked out an excel plugin but couldnt make it work.
Can this be made? Is it one of the premium features only?
Yes it can be done. You can do it like this from Power Bi.
Another approach is if he has an account to power bi that has access to the report he can use an excel plugin to connect to the tabular model.
https://learn.microsoft.com/en-us/power-bi/publisher-for-excel
How can you do writeback in Power BI?
Does Power BI also support writeback like Microstrategy?
I couldn't find any solution from PowerBI. I saw a workaround using PowerApps, where they created a PowerApp and embedded that in PowerBI and used Flow to automate the task to write back into databases, but it is not so feasible.
Are there any other working solutions?
There isn't any official way to write-back.
You can do the same approach as PowerApp visuals do. In your custom visual, you can trigger an action to writes back to your SQL DB or whatever other source you have, e.g. Push Data Rows or refresh.
You can also trigger a 'Refresh Now' call via Power BI REST APIs to update your dataset from the DB.
If you're in embed mode, there is also a JS SDK call to refresh() the view such that the visuals will now display the new data.
See what PowerOn does in a similar manner.