Easiest Ways to Export Power BI to Excel Smoothly and Efficiently (new updates included 🪄)

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Microsoft Power BI is one of the most used business intelligence tools in today's corporate world. In this video I'll show you how you can effortlessly use Power BI and Excel together. You'll learn how to insert a table or a pivot table in Excel that's linked to a Power BI dataset. We'll also take a look at how to export data from Power BI with Analyze in Excel and live connection.

00:00 How to Link Excel to Power BI Data
00:46 Create a Table in Excel Linked to Power BI Data
04:26 Change Refresh Options for Linked Table
04:51 Create a Pivot Table Linked to Power BI Data
06:23 Export Power BI Data With Analyze in Excel
08:17 Export Power BI Visual With Live Connection
10:46 Requirements to Export Power BI to Excel
11:18 Wrap Up

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#Excel #powerbi
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It's designed to get you results FAST, without the techy jargon.

LeilaGharani
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Handsome tricks, thanks for posting! Export with live connection option is the best one as it allows data refresh from Excel online, i.e. without opening Excel desktop each time (what a pain). Btw if Excel online could one day allow power query refresh for external data, would make life much easier 🙃

PowerBeaver
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I spent 2 years on a client to reduce dependency on Excel and trained them to do Ad-hoc analytics in Power BI (Your videos helped a lot in the process), Now this :P

DebayanKar
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Hi Leila

You missed the most useful one which is querying the analysis services on the service for that power bi dataset,

That way you can customize the DAX exactly as you want and do any needed transformations such as removing the [ ] from the headers.

Narses
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Thanks, this has all the PBI-excel related information I was looking for 👍❤

Racana
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Wow this is awesome have been seeing this export but never knew it works magic thank you

soyoyeoluwafunso
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I pulled various PowerBI stuff into Excel using Analyse in Excel from within PowerBI which I now refresh daily. I’m still learning and hadn’t appreciated the option to create tables using Get Data from within Excel. I’m now wondering if creating tables this way and refreshing those rather than the pivot tables I have from Analyse in Excel is a more efficient way of doing it 🤔
Thanks for the quick tutorial.

sjdyt
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Microsoft-Excel más vivo que nunca !!!!
👍👍

Edison_mm
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Thanks for sharing Leila! I want and need this now but I don't currently have the ability to "Insert Table" just yet, so I am guessing this capability will be added at a later date?!

Stepford
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Thank You., You are the best teacher, i learned lot from watching your channel video.

sanjayTECH
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Super cool Leila, I didn't know about this, thanks!

chrism
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Hi Mam, I am biggest fan of yours from Pakistan.
Your way delivering knowledge is very effective and impressive.
I need some help from you, can you please make a video on Time based Quiz making in Excel.

EpicEraUploads
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Good explanations, as usual. But I miss another option, to be able to export or download data from a dasboard embedded on the web. It is still not allowed and I think is the final point to get the best from both worlds, Power BI and Excel. Thank you in any case

OscarSouto
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It is Amazing.. thank you.. question, there is a way to allow to the users add a comment in the excel and show that comment in the Dashboard?.. by example if the user want explain a big variation of Sales in August 23 Vs July 2023 and he want explain the reason of variation, I really appreciate your help

carlosgomez-dfcg
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Hello Leila. Great video!. After I created the table in excel pulling information from PowerBI how can I add another columns/fields? Thank you!

annielgl
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This is cool! But I probably would not let out clients know...we need them to actually utilize the dashboards they requested. 😅

kuuuyajim
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Thanks, really helpful. Regarding the first option (insert a Table in Excel): once I've done it, and if I want to go back to the query to, say, add a new column, how can I edit the query (all I see is the SQL-like query text)? An advantage of the pivot table approach is that all the fields are available live in the workbook.

wfbane
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Brilliant!
The question is how can I see the insert table option. I only see the pivot table option

mauroalejandroescalantelei
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Which color theme are you using? I really loved that.

thebhaskarjoshi
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Thank you. Is there a way to link powerbi dashboards to excel like your video to that show how to link powerbi dashboard in PowerPoint? I was wondering if there was a way to export a powerbi dashboard to excel.

barakabelle