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Microsoft Excel is one of the most widely used business applications around. Power BI supports importing or connecting to workbooks created in Excel and later. Workbooks must be saved as. Some features described in this article are only available in later versions of Excel.
If your workbook has simple worksheets with ranges of data, to get the most out of your data in Power BI, be sure to format those ranges as tables. Workbooks with data models cannot be shared across Power BI tenants. For example, a user who logs in to Power BI using a contoso. If you use Excel to connect to an external data source, once your workbook is in Power BI, you can create reports and dashboards based on data from that connected data source.
You can also setup Scheduled Refresh to automatically connect right to the data source and get updates. Any visualizations in reports and tiles in dashboards based on data from that data source are updated automatically.
To learn more, see Data refresh in Power BI. We'll go into this more below. Power BI supports the following data types: Marking data as specific data types in Excel will improve the Power BI experience. Watch this helpful video to learn more about how to make sure your Excel workbooks are ready for Power BI.
Local - If you save your workbook file to a local drive on your computer or another location in your organization, from Power BI you can load your file into Power BI. What really happens is a new dataset is created in Power BI and data and the data model if any from the workbook are loaded into the dataset.
Excel also has the Publish feature under the File menu. OneDrive - Business — If you have OneDrive for Business and you sign into it with the same account you sign into Power BI with, this is by-far the most effective way to keep your work in Excel and your dataset, reports, and dashboards in Power BI in-sync. If any changes are found, your dataset, reports, and dashboards are automatically updated in Power BI.
Just like if you saved your workbook to a local drive, you can also use Publish to update your dataset and reports in Power BI immediately; otherwise Power BI will automatically synchronize, usually within an hour. When signing in with your OneDrive with your Microsoft account, be sure to select the Keep me signed in option.
This way, Power BI will be able to connect to your workbook file about every hour and make sure your dataset and reports in Power BI are in-sync. The biggest difference is how you connect to the file from Power BI.
You can specify a URL or connect to the root folder. If you save your workbook files to OneDriveyou'll have a couple of ways you can explore your data in Power BI.
You can continue editing your workbook. If you need more immediate gratification, you can just click Publish again, and your changes are exported right then and there. Any visualizations you have in reports and dashboards will be updated, too.
It's pretty much the same thing. But if you need to make some changes, you can click Edit, and then choose to edit your workbook in Excel Online or open it in Excel on your computer. Any changes you make are saved to the workbook on OneDrive. When choosing this way, no dataset is created in Power BI. Your workbook will appear in your Power BI workspace navigation pane under Reports.
Connected workbooks have a special Excel icon. Choose this option if you only have data in worksheets, or you have ranges, PivotTables and charts you want to pin to dashboards. You can also use a local Excel file and upload it into Power BI. Simply select Local File from the previous menu, then navigate to where you have your Excel workbooks saved.
We won't go into the details here, but you can see Publish to Power BI from Excel to learn more. Workbook file too big? Currently, when you choose Import, Power BI only imports data that is part of a named table or a data model. As a result, if the workbook contains no named tables, Power View sheets, or Excel data models, you might see this error: This article explains how to fix your workbook and re-import it.
Explore your data - Once you get data and reports from your file into Power BI, it's time to explore. Just right-click the new dataset and then click Explore. If you chose to connect to a workbook file on OneDrive in step 4, your workbook will appear in Reports.
Schedule refresh - If your Excel workbook file connects to external data sources, or you imported from a local drive, you can setup scheduled refresh to make sure your dataset or report is always up-to-date. In most cases, setting up scheduled refresh is quite easy to do, but going into the details is outside the scope of this article.
See Data refresh in Power BI to learn more. Publish to Power BI from Excel The feedback system for this content will be changing soon. Old comments will not be carried over. If content within a comment thread is important to you, please save a copy. For more information on the upcoming change, we invite you to read our blog post. What types of workbooks does Power BI support? Workbooks with ranges or tables of data If your workbook has simple worksheets with ranges of data, to get the most out of your data in Power BI, be sure to format those ranges as tables.
Note Workbooks with data models cannot be shared across Power BI tenants. Note The feedback system for this content will be changing soon.