Excel Formats as source

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.

Best Regards
Shashi Paul 

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.

Hi powerbiexpert22 , hope you are doing great. May we know if your issue is solved or if you are still experiencing difficulties. Please share the details as it will help the community, especially others with similar issues.