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ThomasWeppler
Skilled Sharer
Skilled Sharer

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?

1 ACCEPTED SOLUTION

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. 

vkalyjmsft_0-1644823353221.png

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

vkalyjmsft_1-1644823639512.png

vkalyjmsft_2-1644823647196.png

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.

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4 REPLIES 4
ThomasWeppler
Skilled Sharer
Skilled Sharer

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

 

analyse in excel.png

GilbertQ
Super User
Super User

Hi @ThomasWeppler 

 

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

GilbertQ_0-1644444064522.png

 

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

 

GilbertQ_1-1644444103085.png

 

 





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Power BI Blog

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

report and dataset.png

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. 

vkalyjmsft_0-1644823353221.png

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

vkalyjmsft_1-1644823639512.png

vkalyjmsft_2-1644823647196.png

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.

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