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jfishbac
Frequent Visitor

Excel Get Data from Power BI - Dynamic Filter Parameters?

Hi,

 

I'm just starting to explore the "Get Data from Power BI" feature that is now available in excel. I'm still working with my company to get this feature enabled. Once it's hopefully turned on, I'm wondering if I can filter the amount of data called into the Excel file based on a parameter that I set in my Excel file.

 

For example, let's say I have a bunch of data for many "Project IDs" that is consolidated in Power BI. I want to query some of that consolidated data from Power BI into another Excel report template. Let's say in this example, I want to generate a report for Project ABC.

 

When I set up my connection to Power BI, I want to pull in a table of data (let's say Sales by Date), but I'd like to only show results for Project ABC.

 

Then, let's say I want to create a new report, but this time for Project XYZ. I'd like to change my excel report parameter to XYZ, refresh my Power BI connection, and then show only results for Project XYZ.

 

Is this possible?

 

Thanks!

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @jfishbac 

If you want to use the dynamic paramater to filter the report, after testing, it cannot change in excel, but you can consider to create a paramater in Power Query in Power BI, then when you want to change the paramater, you can change it in data source settings in Power BI Service. You can refetr to the following link.

Parameters - Power Query | Microsoft Learn

https://learn.microsoft.com/en-us/power-bi/connect-data/service-parameters#review-and-edit-parameter...

 

Best Regards!

Yolo Zhu

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

View solution in original post

1 REPLY 1
Anonymous
Not applicable

Hi @jfishbac 

If you want to use the dynamic paramater to filter the report, after testing, it cannot change in excel, but you can consider to create a paramater in Power Query in Power BI, then when you want to change the paramater, you can change it in data source settings in Power BI Service. You can refetr to the following link.

Parameters - Power Query | Microsoft Learn

https://learn.microsoft.com/en-us/power-bi/connect-data/service-parameters#review-and-edit-parameter...

 

Best Regards!

Yolo Zhu

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

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