Power BI is one of the most widely used tools to help you manage, analyze, and visualize huge data sets easily and effortlessly. One of the key advantages of using Power BI is to switch your data to Excel and the other way around.
If you are wondering how to export Power BI to Excel, you may wonder if there is any need to swap one dataset platform for another, but as businesses now use analytics to get a better understanding of their data sets, both Microsoft Excel and Power BI have a number of advantages.
Excel is a famous spreadsheet software and part of the Office 365 package, and is part of the office furniture, boasting a wide variety of data analysis tools, including formulas, data visualization, data transformation, and templates.
Power BI is a business intelligence tool that functions with the key purpose of tracking KPIs (Key Performance Indicators) and uncovering insights in data to inform data-driven decision-making across the organization. Power BI has three main applications:
Power BI has a number of key features, including complex calculations with DAX formulas, a wide range of data sources and connections with a variety of third-party applications allowing organizations to build custom connections, and AI tools, including Natural Language Processing and clustering.
Both tools have a few features in common; they were both developed by Microsoft and are both analytical solutions. They have a number of similarities in design, for example, the ribbon across the top, which contains the core functionality. You also have the ability to create and share templates in both Excel and Power BI. But while Power BI has a number of advantages, especially in terms of handling large volumes of data for data sets and analytical ability, there are times when Excel becomes an invaluable addition. Thankfully, you can use both concurrently and export information from Power BI to Excel.
You would export data and reports from Power BI to Excel for a number of reasons:
If you are wondering how to export Power BI to Excel, there are a number of ways you can do this:
To export data to Excel, you have a number of methods at your disposal:
This approach can be useful to process the data into Excel and use the processed data in Excel to create data visualizations, and you can do this in three different ways:
Via My Workspace:
From the dataset view:
Click the name of the dataset in your workplace, and a new page will open and where you can select Analyze in Excel in the menu bar..
From the report:
Open a Power BI report and select Export > Analyze in Excel on the menu bar.
If you want to export data from an online Power BI report to Excel:
If you want to work directly in Excel, you will need to follow this process:
Before you can use Power BI, you need to connect to your data sources by:
After connecting the data sources, you have to create an analysis worksheet in Excel by:
Once the analysis worksheet is ready in Excel, you need to choose the Power BI workspace to use, and at this point, a pane opens up on the left side and you can choose the necessary workspace.
The final step is to publish the workbook with all the data models and new visualizations for others to see. To do this:
This is a way to also export workbook data and export data from underlying data models anywhere.
If you want to download data from a Power BI dashboard:
If you want to export data from a report visual in Power BI Desktop, Power BI automatically creates a .csv file with the data:
Power BI is an invaluable tool to help you visualize your data sets. Now that you've seen how to export a data set from Power BI to Excel, it's time to understand how PBRS can enhance Power BI:
In today's data-conscious world where nobody will ever click on a link, PBRS ensures that you can bypass any firewall rules on attachments or PDF clicking by exporting a customized report as an image embedded in the email body or in HTML format.
Knowing how to export Power BI to Excel is only one piece of the puzzle. PBRS can help you export the summary or underlying data into an Excel spreadsheet with the appropriate format to make analysis easier and more effective. You can also export the data from multiple visuals as tabs within the same workbook and even password-protect the workbook before delivering it, ensuring you are prioritizing the protection of sensitive data at every turn.
There are many fantastic features of PBRS where you can output a single Power BI reporting to XLS file format, schedule reports to run at specific times, and a lot more. As Power BI's benefits and uses cover so much, it is an invaluable tool, but PBRS, our SSRS and Power BI Reporter Scheduler, ensures you can manage all of those insights easier. With routine reporting, automatic distribution, and many other functions, PBRS can help your business gain real insights.
Whether you are simplifying or streamlining processes, tracking certain aspects of your business, setting KPIs, or gaining more insights, you can download a free trial of PBRS that will help you excel.