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ThomasWeppler's avatar
ThomasWeppler
Icon for Impactful Individual rankImpactful Individual
4 years ago
Solved

Export to excel

Hi Power Bi community,

 

One of my customers in a diffrent organisation wants to export my matrix to excel.

I understand that I need to give them the build permission, but when I go to Permissions I can only see the read, and reshare option.
Does anyone know how I add the build permission to people outside my organisation?

  • Hi ThomasWeppler ,

    If your customer has already have the build permission for the dataset, but still can't export data, may be the following reasons:

    1. Exporting data to Excel requires a Power BI paid license, or for the dashboard or report to be shared using Premium capacity. 

    2. Power BI admins can disable the export of data feature in Admin portal. 

    3. In the report setting, there is an export data option, if it is set to None, the customer also can't export data.

    4. If you have access to the dashboard or report but the data is classified as highly confidential, Power BI will not allow you to export the data.

    5. Power BI custom visuals and R visuals aren't currently supported.

     

    You can refer to this article for more details: Export data from a Power BI visualization - Power BI | Microsoft Docs

     

    Best Regards,
    Community Support Team _ kalyj

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

4 Replies

  • Hi ThomasWeppler 

     

    You need to go to the dataset, then click on Manage permissions

     

    Then click on Add User and make sure it has the permissions as shown below

     

     

     

    • ThomasWeppler's avatar
      ThomasWeppler
      Icon for Impactful Individual rankImpactful Individual

      When I go to the data set all the users have all options seleceted including build.

      But when I go to the report I cannot select this option.

      You can see the image

      ā€ƒ

      • v-yanjiang-msft's avatar
        v-yanjiang-msft
        Icon for Community Support rankCommunity Support

        Hi ThomasWeppler ,

        If your customer has already have the build permission for the dataset, but still can't export data, may be the following reasons:

        1. Exporting data to Excel requires a Power BI paid license, or for the dashboard or report to be shared using Premium capacity. 

        2. Power BI admins can disable the export of data feature in Admin portal. 

        3. In the report setting, there is an export data option, if it is set to None, the customer also can't export data.

        4. If you have access to the dashboard or report but the data is classified as highly confidential, Power BI will not allow you to export the data.

        5. Power BI custom visuals and R visuals aren't currently supported.

         

        You can refer to this article for more details: Export data from a Power BI visualization - Power BI | Microsoft Docs

         

        Best Regards,
        Community Support Team _ kalyj

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

  • ThomasWeppler's avatar
    ThomasWeppler
    Icon for Impactful Individual rankImpactful Individual

    Here is another picture. The export -> Analyse in Excel buttom works for me, but not for my customers.

     

    ā€ƒ