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dbarseg1
Frequent Visitor

Copy/paste from matrix in PBI desktop to excel in correct format

Hello everyone!

I'm trying to paste the data in this matrix in PowerBI Desktop into Excel as values. I don't want to have to CTRL click each cell or export as CSV. Currently, I just right click in the matrix and click "copy selection":

dbarseg1_0-1749585431336.png

This is the current format of output in Excel when I paste the selection:

dbarseg1_3-1749586062697.png

Here is my desired format of output in Excel:

dbarseg1_2-1749585833594.png

Is this possible to do automatically or will I have to manually clean the Excel format each time when I copy paste data?

 

 

1 ACCEPTED SOLUTION
v-karpurapud
Community Support
Community Support

Hi @dbarseg1 

Welcome to the Microsoft Fabric Community Forum.

As mentioned by @vicky_  and @Ashish_Excel , there are two recommended approaches to copy data from a matrix visual in Power BI Desktop to Excel in a clean and structured format:
 
First, use the Performance Analyzer in Power BI Desktop to capture the DAX query behind the visual, then run this query in the DAX Query View. Alternatively, you can use the Export Data option available from the ellipsis menu (⋯) on the matrix visual. This allows you to export either summarized or underlying data directly into Excel or CSV format, depending on your report settings and permissions.

Both methods, either leveraging the DAX Query View or exporting data via the matrix visual’s menu, offer efficient and reliable alternatives to manual copy-paste, helping you avoid the formatting issues typically encountered when using the "Copy selection" option.

 

Regards,
Karpurapu D,
Microsoft Fabric Community Support Team.

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5 REPLIES 5
v-karpurapud
Community Support
Community Support

Hi @dbarseg1 

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

 

v-karpurapud
Community Support
Community Support

Hi @dbarseg1 

Welcome to the Microsoft Fabric Community Forum.

As mentioned by @vicky_  and @Ashish_Excel , there are two recommended approaches to copy data from a matrix visual in Power BI Desktop to Excel in a clean and structured format:
 
First, use the Performance Analyzer in Power BI Desktop to capture the DAX query behind the visual, then run this query in the DAX Query View. Alternatively, you can use the Export Data option available from the ellipsis menu (⋯) on the matrix visual. This allows you to export either summarized or underlying data directly into Excel or CSV format, depending on your report settings and permissions.

Both methods, either leveraging the DAX Query View or exporting data via the matrix visual’s menu, offer efficient and reliable alternatives to manual copy-paste, helping you avoid the formatting issues typically encountered when using the "Copy selection" option.

 

Regards,
Karpurapu D,
Microsoft Fabric Community Support Team.

Thank you! 

Ashish_Excel
Resolver V
Resolver V

Hi,

Instead of copying and pasting, click on the 3 dots (somewhere at the edge of the matrix visual) and click on Export data.

vicky_
Super User
Super User

You can use the DAX query view to generate a table in the format you want, then copy the entire table to excel.
Create your visual, grab the query from performance analyzer, run it in the DAX view and then copy the entire table over to excel. 

 

Note - you might need to tweak the query (for example removing the TOPN filter so you see all rows).

 

Check the below out on how to get the query:

https://learn.microsoft.com/en-us/power-bi/transform-model/dax-query-view#getting-visual-dax-queries...

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