Forum Discussion
Advocate VManaging and Exporting High-Volume Datasets (~1M Records) in Power BI
Advocate VHi v-hashadapu , Gabry , Poojara_D12
Had few follow up questions (with respect to Analyse in excel option)
especially in the context of embedded reports:
Availability in Embedded Reports:
The Analyze in Excel and Personalize visuals options are not visible in our embedded reports.Do we need to build custom features using the Power BI Embedded APIs to enable access to these options from our portal?
Are there any alternative workarounds, considering that the portal is managed by a separate team with a different development roadmap?
User Permissions:
Users in our portal have the Viewer role.Is this sufficient to use Analyze in Excel, or are additional permissions or different roles required for direct Excel access or similar functionality?
Compatibility Across Connection Modes:
Does Analyze in Excel work uniformly across all report connection types such as DirectQuery, Import, and Composite models? Are there any known limitations or caveats?
Any insights on these points would be greatly appreciated!
Regards,
Sidhant.
Advocate VA quick update the 'Analyze in Excel' option seems not to be available in Embedded reports. So earlier I had shared few options (like the DAX studio and Bravo as external studio), but in terms of end users perspective I wanted to know can we embed these tools in the portal (where the Power BI reports are embedded).
If not what are the alternatives (as per my guess the two tools : DAX studio and Bravo are helpful for a developer.
Analyze in Excel documentation
So if : v-hashadapu , Gabry , Poojara_D12 have any inputs do let me know.
Regards,
Sidhant.
v-hashadapuCommunity Support
Hi Sidhant , Thank you for reaching out to the Microsoft Fabric Community Forum.
The Analyze in Excel feature is only available in the Power BI Service and not through Embedded or API scenarios. To use it, users must have both Viewer and Build permissions on the dataset and the organization's admin must enable the feature in the Power BI tenant settings. This feature supports most dataset types, including Import, DirectQuery and Composite models, though certain advanced setups like field parameters may have unpredictable results.
When working with embedded solutions or exporting datasets larger than standard limits (like over 1 million rows), the best practice is to use Microsoft Fabric. This allows data export through pipelines or notebooks, enabling files to be saved as CSV or Parquet in OneLake for easy sharing or automation. Visual-level exports should be avoided for large datasets, as they're capped at around 150,000 rows.
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