Export Power BI Visuals to Excel
Add multiple Visuals and choose Summary or Underlying Data. Each Visual will be a tab in the workbook.
Row and Column Totals
Set totals for rows or columns. Set a page number for each Visual's data export.
Formatting with an Excel Template
Create a standard formatting template and use it to standardize your data outputs.
Excel Export Styling
Set up styling in the GUI with a few clicks.
Data Validation
Automatically check the spreadsheet for correct data before delivery.
Password Protection
Secure the workbook before delivery by adding a password. Passwords can be driven by variables or database queries.
Workbook Custom Naming
Name the workbook using static or dynamic values. Append date to the name. Customize the file's extension too.
Custom Metadata
Customize the file summary to make it look more professional.
Export the Power BI Data You Actually Need
Export complete reports, individual visuals, tables or matrices to Excel or CSV and shape the output for how your recipients actually work with the data.
✓ Export summarized or underlying data from selected Power BI visuals
✓ Place multiple visuals into separate tabs within one Excel workbook
✓ Add row and column totals automatically
✓ Apply Excel templates, formatting, fonts and colors
✓ Export to CSV with the delimiter your downstream process requires
Dynamic, Personalized Power BI Excel Delivery
Use data from your systems to dynamically control what gets exported, who receives it, how the workbook is structured, and where it is delivered.
✓ Apply different Power BI filters for each recipient or business unit
✓ Dynamically control recipients, filenames and delivery destinations
✓ Build workbooks with multiple reports or visuals as separate tabs
✓ Populate email subjects and message content from your data
✓ Deliver individualized Excel files automatically at scale
Schedule Power BI Excel Exports — or Trigger Them Automatically
Run Excel exports on a schedule that fits your reporting process, or trigger them automatically when a business event occurs.
✓ Schedule exports hourly, daily, weekly, monthly or on custom calendars
✓ Trigger exports when database records are created, changed or deleted
✓ Run when files appear, emails arrive or data is received
✓ Run unattended as a Windows service
✓ Export large or complex datasets without depending on Microsoft’s Export-to-File API
One Schedule. Hundreds of Personalized Excel Workbooks.
Use data from your systems to dynamically control filters, worksheet contents, filenames, recipients and delivery destinations for every Excel export.
✓ Generate a different filtered workbook for every customer, account or business unit
✓ Dynamically select which reports or visuals appear as workbook tabs
✓ Build filenames, recipients and delivery destinations from your data
✓ Automate high-volume Excel distribution from one reusable workflow
