Download Matrix But Retain Formatting

[danielpaduck]

Hello - 

I have seen several posts about this but I don't think there has been a solution. Essentially, I have a  Matrix that my user wants to download as Excel/CSV but retain its formatting. Thus, the user does not want to play around with Power Pivot not does the user want the summarized or detail data because the formatting is lost.  This is something really simple out of Tableau but for Power BI it has been a giant mountain to overcome.  

Thanks! 

[v-henryk-mstf · Accepted solution]

Hi @danielpaduck ,

For the moment, it is not possible to download and print the matrix visual in a custom format directly. Only the data used in matrix visual can be exported to a csv file. The best thing to try is to use the "Analysis in excel" feature and then view and interact with them using PivotTables, charts, slicers, and other Excel features.

For more details, you can read related document link:

Analyze in Excel for Power BI - Power BI | Microsoft Docs

Best Regards,
Henry

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

[danielpaduck]

Hi, 

It is so strange that Microsoft will not address this simple request.  It has been on their 'table' for a long time it seems.  My user simple refuses to Power Pivot and wants to go back to Tableau.  

Thanks!

[v-henryk-mstf]

Hi @danielpaduck ,

You may wish to post your idea here.

If there are too many votes, Microsoft will officially add this feature in the next update.

Best Regards,
Henry

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

[danielpaduck]

Yeah, none of these options really work. The client is refusing to user Power Pivot (which seems to be the best solution).  Basically, they want what was available in Tableau (just download and print).  There is an option to 'Show As Table' which is what the client wants but I need to download this as a CSV:

[VahidDM]

Hi @danielpaduck 

See these links:

https://community.powerbi.com/t5/Desktop/Retain-formatting-when-exporting-matrix-to-excel/m-p/111672...

https://community.powerbi.com/t5/Desktop/Export-Data-Does-not-Retain-Formatting/m-p/1793191

https://community.powerbi.com/t5/Desktop/Matrix-table-cant-download-the-data/m-p/1831682

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

Appreciate your Kudos!!

[danielpaduck]

Thanks! I will look!