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MacJasem
Advocate II
Advocate II

Analyze in Excel Grayed Out?

Hi guys

 

Let me first set the scenario:

 

I have different workspaces with different reports, but all report end-users are given access to their report via App using their own tenant mail accounts.

 

Hope you can help me understand why some of my report end-users have the Extract -> Analyze in Excel option grayed out, and most of the other end-users have the option to extract a analyze in excel file?

 

It seems odd that they have similar access and pro-licenses but some have restricted options with regards to Analyze in Excel and som don't.

1 ACCEPTED SOLUTION
MiquelPBI
Helper I
Helper I

Hello @MacJasem !  Double checking the tenent settings is a good first step.  Next check the workspace permissions for those users that dont have the option enabled. 

 

The docs have the prereqs outlined:

  • Your organization’s tenant administrator must enable the Users can work with Power BI semantic models in Excel using a live connection tenant setting. Learn more about the Excel live connection tenant setting in the admin portal documentation.
  • For on-premises datasets, your organization’s tenant administrator also must enable the Allow XMLA endpoints and Analyze in Excel with on-premises datasets tenant setting. Learn more about the Allow XMLA endpoints tenant setting in the admin portal documentation.
  • You must have Build permission to the Power BI semantic model or have at least a Contributor role in the Power BI workspace containing your semantic model.
  • You must have a Power BI license: Fabric Free, Pro or Premium Per User (PPU). Fabric Free license users can only work with datasets in My workspace or a Power BI Premium capacity or Fabric F64 or greater capacity. Learn more about Power BI licenses.
  • You can use Excel workbooks containing refreshable Power BI data in both Excel Desktop and Excel for the web.

HTH!

 

View solution in original post

4 REPLIES 4
MiquelPBI
Helper I
Helper I

Hello @MacJasem !  Double checking the tenent settings is a good first step.  Next check the workspace permissions for those users that dont have the option enabled. 

 

The docs have the prereqs outlined:

  • Your organization’s tenant administrator must enable the Users can work with Power BI semantic models in Excel using a live connection tenant setting. Learn more about the Excel live connection tenant setting in the admin portal documentation.
  • For on-premises datasets, your organization’s tenant administrator also must enable the Allow XMLA endpoints and Analyze in Excel with on-premises datasets tenant setting. Learn more about the Allow XMLA endpoints tenant setting in the admin portal documentation.
  • You must have Build permission to the Power BI semantic model or have at least a Contributor role in the Power BI workspace containing your semantic model.
  • You must have a Power BI license: Fabric Free, Pro or Premium Per User (PPU). Fabric Free license users can only work with datasets in My workspace or a Power BI Premium capacity or Fabric F64 or greater capacity. Learn more about Power BI licenses.
  • You can use Excel workbooks containing refreshable Power BI data in both Excel Desktop and Excel for the web.

HTH!

 

amitchandak
Super User
Super User

@MacJasem , Make sure this is checked at organization level or for the user you are looking for. This is under tenant setting in the Admin portal

amitchandak_0-1706609375382.png

 

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@amitchandak i don't have access to these settings, but i wonder if this is really the issue, when some of my report end users have the option to extract an Analyze in Excel file and some don't? 

Anonymous
Not applicable

Hi @MacJasem 

 

@amitchandak  GOOD ANSWER!

 

The level of workspace roles and licenses is one of the reasons for this, perhaps you can double check that these users have consistent permissions and licenses.

 

You can check if the affected users have access to the Analyze in Excel feature in other workspaces or reports.

 

For more information about the Admin Portal, see the following documentation:

How can i see power BI admin panel? - Microsoft Community

 

Best Regards,
Community Support Team _Yuliax

 

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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