Matrix Visual Expand/Collapse Export to Excel

[KartR]

Hello All,

We have deveral matrix visuals where we have Row headers with expand/collapse option. When we export to excel its not exporting with expand collapse option. Is there any visual which will let us download with that option or how do we enable this when we export directly from PBI service?

[Anonymous]

Hi @KartR ,

Hope everything is going well.

Currently, when exporting a matrix visual from Power BI to Excel, the expand/collapse functionality in the matrix visual is not retained in the Excel export.

The export process captures the current view of the matrix visual, including the expanded or collapsed state of the rows at the time of export, but does not allow the interactive expand/collapse functionality in Excel.

You can expand rows to the desired level of detail directly in Power BI before exporting to Excel, which maximizes the visibility of what you want to expand.

If you have any further questions please feel free to contact me.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

[Idrissshatila]

Hello @KartR ,

it won't export the same way,  it you could do the pivoting in excel.

[KartR]

I thought there would be some custom visual which would have this functionality enabled.

[jdbuchanan71]

There isn't a visual that can be exported that will build a pivot table in excel which is what gives it the expand/collapse option.

You could export summarized data which would give you the fields in a table in Excel that you could build a pivot table on to replicate the functionality.

Or you could look into Analyze in Excel which hooks directly into the tabular model and lets you build pivot tables using the model data.