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rajulshah's avatar
rajulshah
Icon for Resident Rockstar rankResident Rockstar
4 years ago
Solved

Different context in Excel & PBI Desktop when using PBI Shared Dataset

Hello everyone,

 

I am using the Power BI shared dataset as a datasource in the Excel, and we have been trying to plot a simple tabular data in the Excel.

We are using fields from multiple tables and measures in the table, but we noticed that the same tabular information when plotted in PBI Desktop shows the correct result but it isn't showing the correct value when plotted in Excel file. It seems that 1-2 fields are removing the filter context.

 

Has anyone faced this situation? Or does anyone know about any limitations of using Power BI shared dataset as datasource in Excel?

Please guide.

Thanks in advance.

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  • v-angzheng-msft's avatar
    v-angzheng-msft
    4 years ago

    Hi, rajulshah 

     

    Here are things to keep in mind for connecting to Power BI datasets in Excel:

    • Excel PivotTables don't support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures. Read about creating measures.

     

    Considerations and limitations:

    refer:

    Connect Excel to Power BI datasets

     

     

    Best Regards,
    Community Support Team _ Zeon Zheng


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

3 Replies

    • rajulshah's avatar
      rajulshah
      Icon for Resident Rockstar rankResident Rockstar
      4 years ago

      amitchandak 
      I don't think so any screenshot or measures' formula is needed here. Just the 2 columns aren't being plotted in the correct context. We have noticed one thing that the columns being plotted are from 2 different tables which are related via many-to-many relationship.

      Please let me know if you have any idea about it.

  • v-angzheng-msft's avatar
    v-angzheng-msft
    Icon for Community Support rankCommunity Support
    4 years ago

    Hi, rajulshah 

     

    Here are things to keep in mind for connecting to Power BI datasets in Excel:

    • Excel PivotTables don't support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures. Read about creating measures.

     

    Considerations and limitations:

    refer:

    Connect Excel to Power BI datasets

     

     

    Best Regards,
    Community Support Team _ Zeon Zheng


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