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BI_User_34's avatar
BI_User_34
New Member
1 year ago
Solved

Report distribution in Excel format

We are using Power BI for basic reporting needs and we have few reports that are developed using direct query in Power BI Desktop and distributed as pdfs in email using Power BI Robots. 

Now, we need to distribute the reports in excel format and the number of records are more and dynamic for these new reports. Is it possible to create these type of reports using PowerBI Desktop? Can someone please provide guidance on what is the best approach to create these and distribute in excel. Appreciate your help!

  • Hi BI_User_34  - Yes, you can distribute Power BI reports as Excel files, but there are some considerations and steps involved

    Hope you are aware the limitations when exporting data from Power BI, there may be row limits depending on the export method. For example:
    For Summarized Data: Default export limit is 150,000 rows.
    For Underlying Data: Default export limit is 30,000 rows.
    Premium Capacity: This limit can be increased up to 5 million rows (if configured by the admin).
    Dynamic Data: DirectQuery mode ensures that the data is always up-to-date, but exporting large datasets can be challenging.

     

    Option 1: 

    In the Power BI Service, users can export report visuals to Excel.
    Navigate to the visual, click on the "More options" (three dots), and choose "Export data."
    Select the format: "Summarized data" or "Underlying data."
    Distribute Excel Files:

    Once exported, use email or automation tools like Power Automate to distribute the files.

1 Reply

  • Hi BI_User_34  - Yes, you can distribute Power BI reports as Excel files, but there are some considerations and steps involved

    Hope you are aware the limitations when exporting data from Power BI, there may be row limits depending on the export method. For example:
    For Summarized Data: Default export limit is 150,000 rows.
    For Underlying Data: Default export limit is 30,000 rows.
    Premium Capacity: This limit can be increased up to 5 million rows (if configured by the admin).
    Dynamic Data: DirectQuery mode ensures that the data is always up-to-date, but exporting large datasets can be challenging.

     

    Option 1: 

    In the Power BI Service, users can export report visuals to Excel.
    Navigate to the visual, click on the "More options" (three dots), and choose "Export data."
    Select the format: "Summarized data" or "Underlying data."
    Distribute Excel Files:

    Once exported, use email or automation tools like Power Automate to distribute the files.