If I Upload Excel Into Microsoft Bi Where Does My Data Sit
Connecting your Excel dataset to Ability BI is a piece of cake. You won't have to ready complex configurations or install any plugins or 3rd-political party tools. All the same, this topic includes more than just getting data from a workbook. Yous may need to load a transformed dataset, connect your Excel file stored on OneDrive or SharePoint to Power BI, and so on. This is why we created this Excel Power BI ultimate guide to make your life easier.
How to employ Power BI with Excel
We decided to dissever our tutorial into two loftier-level sections:
- Connecting Excel to Ability BI desktop
- Connecting Excel to Power BI service
Each of these sections will contain answers to mostly the same questions, such as how to get data from a local Excel file or how to export data from Power BI to Excel.
Connect Excel to Ability BI desktop
The Power BI desktop app provides a wide set of connectivity options.
For example, we've blogged most connecting Google Sheets to Power BI. Excel is undisputedly the most common information source. Let's commencement with information technology.
Local Excel connect to Power BI dataset
On the Home ribbon, click "Excel Workbook", or you lot can select the corresponding option on the domicile screen.
Select the Excel workbook stored on your device and then, once the Navigator window opens, select the worksheet that contains the necessary data. Click "Load".
Your dataset will be imported from Excel to Power BI.
Transform information before loading
Permit's say, you don't need to import an unabridged canvass from Excel to Power BI. Or you lot may want to rename columns, exclude some rows, or otherwise transform the dataset for import. In this case, once yous've selected an Excel workbook and worksheet, click "Transform Data".
The Power Query Editor will open, where you lot can choose and remove columns/rows, group values, change information types, etc. Check out our Ability Query Tutorial for more.
For instance, permit'southward keep a few columns that we'll use for our Power BI report:
Once you lot're washed with the data transformation, click "Close & Apply" to load the dataset to Power BI.
And here is the result.
Connect Power BI desktop to Excel OneDrive
Power BI does non provide a preset connection to OneDrive. Still, there is a workaround to connect to your Excel workbook stored on OneDrive.
Get to your OneDrive, right-click on the Excel workbook to import, and select Embed.
Click the "Generate" button to generate an HTML code for embedding.
You should get a code like this:
<iframe src="https://onedrive.live.com/embed?cid=EC24D8340D235C65&resid=EC24D8340D235C65%213421&authkey=AHVqD34kq_kqoHP&em=ii" width="402" height="346" frameborder="0" scrolling="no"></iframe>
Copy the values from resid and authkey parameters and insert them into the following boilerplate:
https://onedrive.live.com/download?resid={replace-with-your-value}&authkey={supercede-with-your-value}&em=x&app=Excel Yous should go the post-obit URL string:
https://onedrive.live.com/download?resid=EC24D8340D235C65%213421&authkey=AMVqX25kq_kwoJK&em=2&em=x&app=Excel
At present go back to Power BI and select Get data => Web
In the open window, insert your URL string and click "Ok":
Confirm your connection to OneDrive and welcome the Navigator window, where you tin can select the sheets to import.
The next steps you already know.
Consign information from Power BI to Excel
Yous can export your reports' data from Ability BI desktop in CSV format. For this, click the three dots in the elevation correct corner of a report and select "Export Information".
Subsequently that you'll need to select a folder where you want to relieve a CSV file with your data. That's information technology. In Power BI service, you can consign reports as Excel files. We'll cover this office later.
Connect to Power BI dataset from Excel as a mediator
Before talking nigh Ability BI service, we'd similar to highlight that y'all can use Excel equally an intermediate bespeak to load data from multiple sources to Ability BI. The list of Power BI supported sources is long enough, merely it lacks such apps as Shopify, Airtable, Pipedrive, and many others. In this example, yous tin can connect your source to Excel, and so connect Excel to Power BI:
Your data source => Excel => Power BI
We explained the details of such a route in the blog post Shopify to Ability BI. To summarize, you lot can use Coupler.io, a tool for integrating apps and sources with Excel, Google Sheets, or BigQuery. Each integration setup starts includes three steps:
- Source – you need to select a source app, for case, Harvest, connect to it, and select a data entity for consign.
- Destination – you need to select Excel every bit a destination app, connect to your Microsoft business relationship, and cull an Excel file on OneDrive to load information to.
- Schedule – you demand to enable the Automatic data refresh and configure the frequency you lot want.
Here is what an importer tin look similar:
After that, you need to connect your Excel file to the Ability BI desktop, equally we described above, or to Power BI service, equally nosotros'll describe next.
Check out the available Excel integrations.
Connect Ability BI service to Excel
In the online version of Power BI, click a magic button "Become data", and then "Files".
Then will be able to load data from Excel files stored locally on your device, or in a cloud service, including OneDrive and SharePoint.
Of import notation:
The data in your Excel workbook must be formatted as a tabular array, otherwise you will get the following error when importing or uploading files to Power BI.
To format a range as a tabular array, open your Excel file, select the range of cells that comprise your data and printing Ctrl + T. Click "OK" to confirm the creation of a table.
Do the same for ranges in each worksheet.
Now you're ready to import data from Excel to Power BI service.
Local Excel file to Power BI service
Click the "Local File" button, select an Excel file from your device, and choose how to connect the called workbook to Power BI:
- Import Excel data into Power BI (data refresh is available)
- Upload your Excel file to Power BI (no information refresh)
Select the desired choice and welcome your information in Power BI. By the way, here is what the Excel file looks similar if imported and uploaded to Power BI.
Excel OneDrive to Ability BI service
You tin can load data from OneDrive Personal and Business accounts. Let's go with the Business concern one for this example. Click the corresponding option and select the Excel workbook. Then click "Connect".
Choose how to connect to your Excel workbook:
- Import Excel data into Power BI (connect a workbook to Power BI with automatic data refresh)
- Connect, manage, and view Excel in Power BI (bring a workbook to Power BI)
Here is what the Excel OneDrive file looks like if imported and connected to Power BI.
At present information technology'southward time for another cloud storage – SharePoint. Click the respective selection and enter the URL of your SharePoint site. For instance:
https://marbrecords.sharepoint.com/sites/MBrecords2
Note: Utilise the URL that corresponds to your homepage of your SharePoint site, similar this:
And so choose the folder where your Excel workbook is stored, select the file and click "Connect".
Then choose how to connect to your Excel workbook. The options are the aforementioned as for connecting Excel OneDrive to Power BI:
- Import Excel data into Power BI (connect a workbook to Power BI with automatic data refresh)
- Connect, manage, and view Excel in Power BI (bring a workbook to Ability BI)
Export Power BI service to Excel
We promised to testify how you can export study data from Power BI service to Excel file. Open up your report, click the iii dots, and select "Export data".
And then you can choose the format for your consign file: CSV or XLSX (Excel).
Click "Export" to download the file to your computer.
How often is the Excel to Power BI connection refreshed?
Power BI updates data from the connected Excel files, both local and cloud, on a one hour basis. To manually refresh the dataset, click the "Refresh" button on the Home ribbon.
In case of Power BI service, y'all'll need to refresh the connected dataset. Here is the button.
Excel to Power BI or another data visualization tool
Power BI easily connects to Excel and many other data sources. However, this data visualization tool has its limitations and flaws. At the aforementioned time, you lot tin consider an alternative, such as Google Information Studio or Tableau. These tools integrate seamlessly with Google Sheets, so, with Coupler.io, y'all'll be able to synchronize data from your Excel workbook with Google Sheets. Choose the best dataviz tool for your project and good luck with your data!
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Source: https://blog.coupler.io/excel-to-power-bi/
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