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data4good
Frequent Visitor

Help to download or export summary tables and charts to Excel

Hello,

 

I have built a report that we need to export and send to our funders once a month. They do not need access to our real-time data, but I do need some way to get the summary tables in my report out of Power BI to Excel format. A .png file really doesn't work for our purposes because they need to be able to manipulate the data. I see how to do it to a .pdf or .pptx, but when I chose export to Excel it wants me to build a pivot table. I don't want to re-build all the tables that I already built in my Power BI report. Is there some way to get it to export the summary tables that I've already created in Power BI? I've included some photos below as examples. also, in case it's relevant, the data source for my report is a semantic model from another pbix file.

 

Thanks!

 

Sarah

 

data4good_0-1738091394262.pngdata4good_1-1738091422840.png

 

2 REPLIES 2
Anonymous
Not applicable

Hi @data4good ,

 

Agree with Bendlin.

Here's another idea, in Power BI Service, you can choose the summarized data to export.

vstephenmsft_0-1738739994278.png

If this is helpful, you can publish your report from Power BI Desktop to Power BI Service.

 

Best Regards,
Stephen Tao

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

 

lbendlin
Super User
Super User

If you need Excel then either use Paginated reports, or run the required DAX queries directly in Excel.

 

You WILL have to rebuild your pivot tables. Absolutely no way around that.

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