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Chas2002's avatar
Chas2002
Icon for Helper III rankHelper III
8 years ago
Solved

Export to Excel with Totals

Hi Everyone, I researched before I came here and I see that Export w/Total has been a request since 2016. Created my Matrix table with sub and grand totals -- it looks great on desktop and Web ...
Need Help
  • Anonymous's avatar
    Anonymous
    8 years ago

    There are a lot of directions to go here and it's a little confusng.  If you have Software Assurance, Power BI Report Server (PBRS) will be free.  You can host SSRS reports in Power BI Report Server so this option will be nice as you can use Power BI and host SSRS report in PBRS.

     

    Alternatively SQL Server Reporting Services (SSRS) comes with SQL Server.  So if you own a SQL Server licenes you can install SSRS and use that.  You can host Power BI dashboards in SSRS as long as you're using 2016 and up.

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Not missing a thing.

 

However I think the use and functionality of Power BI is for users to view and interact with the data live.  The correct tool you are looking for is SSRS - Just create the same matrix report and setup a subscription so your consumers receive it automatically - with totals.

Chas2002's avatar
Chas2002
Icon for Helper III rankHelper III
8 years ago

Hi Jasel,

 

So I think I'm off the rails.  Started researching SSRS and ended up investigating Report Server.  It's difficult to determine but I think I need a premium account at a shocking 5K per month? 

 

I tried to find out if SSRS is part of the PRO subscription but couldn't find the information.

 

Am I lookin in the wrong area?  I'm looking for a setup that includes Desktop, Power BI Web UI, and allows me to export reports with totals.

 

Thanks,

Chas

  • Anonymous's avatar
    Anonymous
    Not applicable
    8 years ago

    There are a lot of directions to go here and it's a little confusng.  If you have Software Assurance, Power BI Report Server (PBRS) will be free.  You can host SSRS reports in Power BI Report Server so this option will be nice as you can use Power BI and host SSRS report in PBRS.

     

    Alternatively SQL Server Reporting Services (SSRS) comes with SQL Server.  So if you own a SQL Server licenes you can install SSRS and use that.  You can host Power BI dashboards in SSRS as long as you're using 2016 and up.

    • Chas2002's avatar
      Chas2002
      Icon for Helper III rankHelper III
      8 years ago

      Thanks Jasel,

       

      I have none of those options in place .  I think I'm going to attempt to create my own Totals (row and column) column, add that to the report.  Now that Totals is a 'column' and not the Visual's sub and grand total, I suspect it will export to .csv and .xlsx.

       

      Chas

      • Chas2002's avatar
        Chas2002
        Icon for Helper III rankHelper III
        8 years ago

        Unresolved issue since 2016.  Still unable to export to .csv/excel the sub and grand totals shown in the Power BI report.

    • KyleWilliamsBMI's avatar
      KyleWilliamsBMI
      Icon for Advocate II rankAdvocate II
      8 years ago

      Truly need this ability in Power BI (SSRS not an option). End Users will not necessarily understand the complex weighted and group-dependent calculations required to derive their own totals once data is exported!