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bi_analytics's avatar
bi_analytics
Frequent Visitor
2 years ago

Power BI Dataset Experience in Excel

Hi all.   I'm trying to help a colleague connect to a Power BI dataset via Excel.   We used this article from Microsoft as a guide: https://learn.microsoft.com/en-us/power-bi/collaborate-share/s...
Need Help
Martaspg's avatar
Martaspg
Advocate I
2 years ago

I have the same problem, when trying to connect to any dataset, I only get the "insert pivot table" and not the "insert table" option. All the requirements fulfilled

 

bi_analytics's avatar
bi_analytics
Frequent Visitor
2 years ago

Hi Martaspg.

I've not yet found a solution. However, I've found two workarounds to achieve the same goal.

 

1. Connect to Excel using a live connection through a Power BI visual.

2. Connect to Excel using a live connection via OneLake. This is my preferred method, allowing me to select the tables and columns I want to connect to.

It's described in this article:
https://powerbi.microsoft.com/nb-no/blog/announcing-new-ways-to-create-connected-tables-in-excel-connected-to-power-bi/

"Create a connect workbook from the OneLake Data Hub

We’re also starting to roll out a new Export with live connection (.xlsx) option for the OneLake Data Hub experiences.

When you navigate to a dataset in Power BI, you can use the Tables side pane to pick a table.

We’re adding to the Export menu a new Export with Live connection (.xlsx) option. This creates a connected Excel workbook that shows a Connected Table just like we showed above, or with the Export to Excel capability when viewing an interactive reports."