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RichardGAO
Advocate I
Advocate I

Auto-refresh for exported data in Excel even separate items in multiple sheets

Can the data that is exported from PBI report to a Excel file be auto-refreshed in the Excel file? Could I manually configure such connection such as connecting, disconnecting, regular auto-refreshing and manually refreshing?

 

Besides, whatever auto-refreshing or not, whether possible or not to export data from one PBI report to multi-sheets of an Excel file?

 

Thanks!

1 ACCEPTED SOLUTION

Hi @RichardGAO

 

Unfortuntely as soon as you export data from a visual it creates a disconnected data set that is not longer related to your original dataset. So I do not think it will work for your situation.

 

I would suggest extracting the data using the Excel method, as you can always use Cube Formula's to get the data in the structure you require. Which will be connected to the data.





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GilbertQ
Super User
Super User

Hi @RichardGAO

 

What you could do, is to install the Power BI Publisher for Excel.

 

https://powerbi.microsoft.com/en-us/excel-dashboard-publisher/

 

This will allow you to open Excel and then connect Directly to your Power BI dataset in the cloud. And then you can use all the standard functionality that is in Excel, such as Refreshing the data and using Pivot tables.





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Thank you @GilbertQ! However, this is not my scenarion.

 

I am using 'export' functionality to export data from an online PBI report to an local excel file, then expecting any data change (For example, the online dataset auto-regular-refresing retrieved fresh data from data source to the dataset/reports) can also be refreshed/pushed to the excel file.

 

The PowerBI Publisher for Excel you introduced is seemingly same to the "Analyze in Excel" menu/functionlauity of online PBI reports that create pivot or chart in excel using the PBI data as data source. But my scenarion is directly using/presenting existing report's data(items) in excel(I don't create pivot or chart in excel file).

 

Thanks!       

Hi @RichardGAO

 

Unfortuntely as soon as you export data from a visual it creates a disconnected data set that is not longer related to your original dataset. So I do not think it will work for your situation.

 

I would suggest extracting the data using the Excel method, as you can always use Cube Formula's to get the data in the structure you require. Which will be connected to the data.





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!







Power BI Blog

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