Forum Discussion

AnkitaaMishra's avatar
AnkitaaMishra
Super User
1 month ago
Solved

Export data from a visual with additional fields not shown in the chart

Hi everyone,

I have a line/column chart where:

  • X-axis: Month
  • Y-axis: A measure (e.g., Sales, Revenue, Quantity)

    The business has requested that when they Export Data from this visual to Excel, they should see something like:

    Month Product Measure
    Jan ProductA 100
    Jan ProductB 200
    Feb ProductA 500
    .. .. ..

 

The challenge is that Product is not displayed in the visual because adding it would change the visualization. I only want the chart to remain at the Month level.
My questions are:
  1. If Product is added to the Tooltip, will it be included in the exported data?
  2. If Product is added as the next level in the Axis hierarchy (but the visual remains drilled up to Month), will it be included in the export?
  3. Is there any supported way to export additional columns that are not displayed in the visual, while keeping the visual itself unchanged?
I'm looking for the best approach that allows users to export detailed data without affecting the appearance of the chart.
Thanks in advance!
  • Rupa01's avatar
    Rupa01
    1 month ago

    AnkitaaMishra Please ensure to select below options when exporting data from the visual in PBI Service - 

    Export data > Summarized data > .xlsx (Excel only) / .csv options

    If User wants live connection to the data, can use 1st option as well.

     

     

    Checkout below examples - 

    1. Tooltip - Product added in Tooltip

     

    2. Axis level Hierarchy - Product added in X-axis, but not drilled upto Product.

     

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    Best regards,
    Rupasree Achari | BI & Fabric Analytics Engineer

5 Replies

  • Rupa01's avatar
    Rupa01
    Solution Sage

    Hi AnkitaaMishra, Check below solutions for your questions - 

     

    1. Product field included in Tooltip will be included in the exported data.

    2. Product field included in next level in the Axis will be included in the exported data even if its not drilled to Product level.

    3. Either the field should be added in Tooltip or used in the visualization to capture in the exported data.

     

    πŸ’‘ Helpful? Give a Kudos πŸ‘ β€” keep the community growing
    βœ… Solved your issue? Mark as Solution βœ”οΈ β€” help others find it faster

    Best regards,
    Rupasree Achari | BI & Fabric Analytics Engineer
    • Rupa01's avatar
      Rupa01
      Solution Sage

      AnkitaaMishra Checkout below examples - 

      1. Tooltip - Product added in Tooltip

      Export - 

       

      2. Axis level Hierarchy - Product added in X-axis, but not drilled upto Product.

      Export - 

       

      πŸ’‘ Helpful? Give a Kudos πŸ‘ β€” keep the community growing
      βœ… Solved your issue? Mark as Solution βœ”οΈ β€” help others find it faster

      Best regards,
      Rupasree Achari | BI & Fabric Analytics Engineer 
  • Hi Rupa01 , thanks for the reply!
    I can see that the export includes the Product column when I test it in Power BI Desktop. However, when I export the same visual from the Power BI Service, I don't see the Product-level details in the exported file. Is there a setting or configuration in the Service that I might be missing? Thanks!

    • Rupa01's avatar
      Rupa01
      Solution Sage

      AnkitaaMishra Please ensure to select below options when exporting data from the visual in PBI Service - 

      Export data > Summarized data > .xlsx (Excel only) / .csv options

      If User wants live connection to the data, can use 1st option as well.

       

       

      Checkout below examples - 

      1. Tooltip - Product added in Tooltip

       

      2. Axis level Hierarchy - Product added in X-axis, but not drilled upto Product.

       

      πŸ’‘ Helpful? Give a Kudos πŸ‘ β€” keep the community growing
      βœ… Solved your issue? Mark as Solution βœ”οΈ β€” help others find it faster

      Best regards,
      Rupasree Achari | BI & Fabric Analytics Engineer
      • AnkitaaMishra's avatar
        AnkitaaMishra
        Super User

        Thanks! I was selecting the Live connection option, which was resulting in a blank export.