Forum Discussion
Analyze in Excel - Refresh Error
Hi AdityaS
First, please log into Power BI with the account that has permission.
Then, please check if you meet these requirements:
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Analyze in Excel is supported for Microsoft Excel 2010 SP1 and later.
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Excel PivotTables do not support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures.
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Some organizations may have Group Policy rules that prevent installing the required Analyze in Excel updates to Excel. If you’re unable to install the updates, check with your administrator.
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Analyze in Excel requires that the dataset be in Power BI Premium or that the user have a Power BI Pro license. To learn more about the differences in functionality between license types, take a look at the Power BI features comparison section of Power BI pricing.
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Users can connect to datasets through Analyze in Excel if they have read permission on the underlying dataset. A user could have this in several ways, such as being a member of the workspace containing the dataset, having a report or dashboard shared to them that uses the dataset, or having permission to an app that contains the dataset.
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The Analyze in Excel is a Power BI service feature, and is not available in Power BI Report Server or Power BI Embedded.
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Analyze in Excel is only supported on machines running Microsoft Windows.
For more details, you can refer to these documents:
https://docs.microsoft.com/en-us/power-bi/desktop-troubleshooting-analyze-in-excel#forbidden-error;
https://docs.microsoft.com/en-us/power-bi/service-analyze-in-excel#requirements.
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Community SupportHi AdityaS
Could you please specify more details?(e.g. data source type, connection mode, operations steps...)
There may be times when using Analyze in Excel that you get an unexpected result, or the feature doesn't work as you expected. This page provides solutions for common issues when using Analyze in Excel
Data Source - Teradata \ Connection Mode - Import
I do perform simple power query/operational steps to get the data in the format I need for reporting and also add some calculated fields.
Thank you.
- v-diye-msft
Hi AdityaS
First, please log into Power BI with the account that has permission.
Then, please check if you meet these requirements:
-
Analyze in Excel is supported for Microsoft Excel 2010 SP1 and later.
-
Excel PivotTables do not support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures.
-
Some organizations may have Group Policy rules that prevent installing the required Analyze in Excel updates to Excel. If you’re unable to install the updates, check with your administrator.
-
Analyze in Excel requires that the dataset be in Power BI Premium or that the user have a Power BI Pro license. To learn more about the differences in functionality between license types, take a look at the Power BI features comparison section of Power BI pricing.
-
Users can connect to datasets through Analyze in Excel if they have read permission on the underlying dataset. A user could have this in several ways, such as being a member of the workspace containing the dataset, having a report or dashboard shared to them that uses the dataset, or having permission to an app that contains the dataset.
-
The Analyze in Excel is a Power BI service feature, and is not available in Power BI Report Server or Power BI Embedded.
-
Analyze in Excel is only supported on machines running Microsoft Windows.
For more details, you can refer to these documents:
https://docs.microsoft.com/en-us/power-bi/desktop-troubleshooting-analyze-in-excel#forbidden-error;
https://docs.microsoft.com/en-us/power-bi/service-analyze-in-excel#requirements.
-