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mattiarusso's avatar
mattiarusso
Advocate I
9 years ago
Solved

Excel Workbook and Power BI integration

Hello Everybosy,

 

I wonder if someone could help me about the topic in the subject of this post.

Is possible in Power BI Service have a report and an Excel Workbook with a shared dataset?

I did some tests but the report in the Excel Workbook gives me an error when updated or try to use it.

 

Thanks

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  • v-caliao-msft's avatar
    v-caliao-msft
    9 years ago

    Hi mattiarusso,

     

    We can use Power BI publisher for Excel feature to achieve this requirement. With this feature, you can take snapshots of your most important insights in Excel, like PivotTables, charts, and ranges and pin them to dashboards in Power BI.

    Please note that, if you make a change to a PivotTable or chart you've already pinned, the dashboard tile in Power BI isn't updated automatically, but you can still update your pinned elements by using Pin Manager.

     

    Reference
    https://powerbi.microsoft.com/en-us/documentation/powerbi-publisher-for-excel/

     

    Regards,

    Charlie Liao

     

3 Replies

  • v-caliao-msft's avatar
    v-caliao-msft
    Microsoft Employee
    9 years ago

    Hi mattiarusso,

     

    We can use Power BI publisher for Excel feature to achieve this requirement. With this feature, you can take snapshots of your most important insights in Excel, like PivotTables, charts, and ranges and pin them to dashboards in Power BI.

    Please note that, if you make a change to a PivotTable or chart you've already pinned, the dashboard tile in Power BI isn't updated automatically, but you can still update your pinned elements by using Pin Manager.

     

    Reference
    https://powerbi.microsoft.com/en-us/documentation/powerbi-publisher-for-excel/

     

    Regards,

    Charlie Liao

     

    • mattiarusso's avatar
      mattiarusso
      Advocate I
      9 years ago

      OK v-caliao-msft,

      thanks. Can you tell me if is possible achieve the the following requiremnts:

      • upload in power bi service both the report pbix that the excel workbook;
      • the two file (pbix and xlsx) must have the same dataset;
      • i want to pin in my dashbaord a pivot table and i want that th tile is automatically refreshed;
      • I want be able to navigate the Pivot Table in Excel from Power BI Services.

      Thank you!