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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Export data to Excel with metadata

Hello, question from our legal folks...

When exporting to Excel from a published dashboard tile online, is there a way to ensure the metadata of the visualization is included?

Example:

  • user ID of the user that extracted it to Excel
  • Date/time it was extracted
  • Any applied filters

 

The concern is, once the data is outside of Power BI, there's no way to trace when/where it came from and it lives outside of the BI ecosystem entirely.

Thanks!

  • Anonymous ,

     

    No, the data will only be the summarized data in the visual/tile.

     

    Community Support Team _ Jimmy Tao

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

3 Replies

  • v-yuta-msft's avatar
    v-yuta-msft
    Community Support

    Anonymous ,

     

    Click the ellipse on the right-top of the visual, if you want to achieve the data only exist in visual, you can select "Summarized data", if you want to achieve the raw data, you can select "Underlying data".

     

     

    Community Support Team _ Jimmy Tao

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

    • Anonymous's avatar
      Anonymous
      Not applicable

      v-yuta-msft 

      When you export the summarized data in this manner, is there any metadata in the Excel file properties?  Such as: logged in user name ([email protected]) or which report it was exported from (My Report, Revenue by Month)?

       

      I am unable to demo this myself as I can't get Power BI installed (IT issues).

       

      Thank you!

      • v-yuta-msft's avatar
        v-yuta-msft
        Community Support

        Anonymous ,

         

        No, the data will only be the summarized data in the visual/tile.

         

        Community Support Team _ Jimmy Tao

        If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.