power bi and excel

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Power BI and Excel

resolvedResolved · Low Priority · Version 365

Sophie has attended:
Excel Introduction course
Excel Intermediate course

Power BI and Excel

How to connect PowerBI to Excel via the 'get data' function. Thanks!

RE: Power BI and Excel

Hi Sophie,

Thank you for the forum question.

Unfortunately you cannot make a connection to the data model uploaded on Power BI services (a published Power BI report) with the Get Data function if you do not have Excel 365, but you can connect to the data model using the Analyze in Excel option.

If you are in the workspace where the Power BI report is stored and click on the 3 dots to the right of the report, the top option on the list which will appear is Analyze in Excel. Click on the option and Power BI will create an Excel file which is connected to the model and which will update when more data are added to the source.

You can also download the Analyze in Excel Updates add-in. With this add in you can connect from an Excel file to a data model stored in a workspace on Power BI services.

If you use the Analyze in Excel option you get the data model stored in the Excel file and use Pivot Tables to analyse the data set.



Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
STL - https://www.stl-training.co.uk
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Mon 27 Dec 2021: Automatically marked as resolved.


 

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