Analyze in Excel but filters in Power BI

[PBI5851]

Hi,

After exhaustive research on this forum and others, it was confirmed that i cannot export a matrix that i created in Power BI to excel as-is. I have the only option to "Analyse in Excel" and recreate the structure. 

But what i noticed is that, i have a date filter in the visual to reflect only 2020 data and the published report also displays it correctly. But when I "Analyze with Excel", why do i get the entire data. Is it possible have the Power BI filters apply even when i get to Excel ?

Thank you. 

[sfmike99]

The feature to easily export matrix data to Excel (what you see on the screen) was posted as an idea to MS in 2016, and received over 5k votes. It is listed as under review, but MS commented in January: "while we'd like to enable this, there is currently no timetable around doing so." People offer all sorts of workarounds but they all involve more work and complexity, for a feature that (according to others) is widely available in other BI platforms like Tableau. 

Here's a Chrome Extension which offers the needed functionality, but adds another piece of software and costs $99.

In short, no good answer.

[Anonymous]

Hi @PBI5851 ,

Sorry to disturb you...

But did I answer your question ? Please mark my reply as solution. Thank you very much.

Best Regards,
Stephen Tao

[Anonymous · Accepted solution]

Hi @PBI5851 ,

I found this sentence from the official document.

Analyze in excel is to import all the data into Excel, so the filter will not be applied in Excel.

Reference: https://docs.microsoft.com/en-us/power-bi/collaborate-share/service-analyze-in-excel#connect-to-powe...

Best Regards,

Stephen Tao

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

[amitchandak]

@PBI5851 , As far as I know, analyze in excel, is giving you access to the dataset. So you have access compelete un filtered data.

[Rhanson]

old post but did want to comment that if you have implemented row level security in your dataset, that RLS remains even in analyze excel.  I've used RLS to distribute reporting to different audiences (like sales and accounting) where the accounting team has access to certain data that the sales team does not.  works well in Power BI and Analyze in Excel.