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powerbiexpert22
Impactful Individual
Impactful Individual

Excel Formats as source

Which Excel formats (table or pivot) is easier for Power BI to read when using Excel as the source?

3 REPLIES 3
v-hashadapu
Community Support
Community Support

Hi @powerbiexpert22 , Hope you're doing okay! May we know if it worked for you, or are you still experiencing difficulties? Let us know — your feedback can really help others in the same situation.

shashiPaul1570_
Resolver I
Resolver I

Hi @powerbiexpert22 ,

 

Thank you for sharing this problem statement. 

When using Excel as a source in Power BI, the most reliable option is to use Excel Tables (Insert → Table).

 

 

  • Tables are structured, expandable, and refresh-friendly. Power BI detects them automatically and handles updates seamlessly.

  • PivotTables are aggregated views, which can break refreshes and limit flexibility since the raw data is no longer available.

Keep raw transactional data in Table format for Power BI, and if you still need PivotTables, create them separately in Excel—but don’t use them as a source.

 

If you find this helpful, please give a kudos 👍 and mark it as solution so it can help others too.Excel_Pivot.png

Best Regards
Shashi Paul 

 

jaineshp
Memorable Member
Memorable Member

Hey @powerbiexpert22,

Excel Tables are much better than Pivot Tables for Power BI - they refresh cleanly and automatically detect data types, while pivot tables create static snapshots that cause refresh issues.

Fixed? ✓ Mark it • Share it • Help others!


Best Regards,
Jainesh Poojara | Power BI Developer

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