Need to Embed Live Power BI Dashboard into Excel with Filters

[DianaVolkovska]

I would like to ask for your advice on exporting a dashboard from Power BI Web into an Excel file in any format. I need to include the dashboards with their interactivity as an embedded component within the Excel file, but I’m not sure how this can be done, and what kind of license is required (if any), and by whom — me or the person who will receive the Excel file.

Thank you in advance!

[GilbertQ · Accepted solution]

Hi @DianaVolkovska 

As far as I'm aware, the only way this can be done is within Powerpoint. If you do want some interactivity with an Excel file, you could connect to the semantic model and create pivot tables. Here is an example on how you connect using Pivot tables. Power BI semantic model experience in Excel - Power BI | Microsoft Learn

[v-venuppu]

Hi @DianaVolkovska ,

I hope the information provided is helpful.I wanted to check whether you were able to resolve the issue with the provided solutions.Please let us know if you need any further assistance.

Thank you.

[v-venuppu]

Hi @DianaVolkovska ,

May I ask if you have resolved this issue? Please let us know if you have any further issues, we are happy to help.

Thank you.

[v-venuppu]

Hi @DianaVolkovska ,

Thank you for reaching out to Microsoft Fabric Community.

Thank you @Poojara_D12 @GilbertQ for the prompt response.

I wanted to check if you had the opportunity to review the information provided and resolve the issue..?Please let us know if you need any further assistance.We are happy to help.

Thank you.

[Poojara_D12 · Accepted solution]

Hi @DianaVolkovska 

Power BI dashboards themselves cannot be directly exported into Excel in an interactive embedded form—Excel does not support embedding a live Power BI dashboard as part of the file. What you can do instead is either (1) export the underlying data from visuals to Excel or CSV, or (2) insert a live Power BI report or dashboard link (or tile) into Excel using the “Insert > Power BI” add-in, which lets the recipient see and interact with the live dashboard directly in Excel, but only if they are licensed and have access to the report in the Power BI service. To use this live embedding option, both you (the publisher) and the recipient must have a Power BI Pro license, or the workspace containing the dashboard must be in Power BI Premium/Fabric capacity, in which case the recipient can view it with a free license. Without these licenses, the interactive experience cannot be embedded; you are limited to static exports (data or images). In summary, you cannot produce a self-contained Excel file with offline interactivity; the closest option is to use the Power BI add-in for Excel which still requires online connectivity and the correct licensing.

[GilbertQ · Accepted solution]

Hi @DianaVolkovska 

As far as I'm aware, the only way this can be done is within Powerpoint. If you do want some interactivity with an Excel file, you could connect to the semantic model and create pivot tables. Here is an example on how you connect using Pivot tables. Power BI semantic model experience in Excel - Power BI | Microsoft Learn