Summarized Data vs Underlying Data

[nirvana_moksh]

Hello All,

What are the actual export differences of each if anyone can list them?

Thank You

[Anonymous]

Hi guys i observed that when i export underlying data from my matrix visual, it shows as summarized data and vice versa. Has anyone encountered this issue? How did you resolve it?

[johncpratt]

@Anonymous , I just investigated the same thing after getting feedback from a business manager trying to do additional analysis.  It seems that as of now, with the May 2020 GA release of Power BI Report Server, Microsoft has the two backwards.  The resolution at this point is only to tell the user that "yup, you aren't crazy, the two are backwards but at least they work".  FYI, this was found while stress-testing the new Decomp Tree visual and double-confirmed using an existing matrix visual in the same report.

[acbg · Accepted solution]

@nirvana_moksh

Summarized data only exports aggregated data points that you see in the visual while Underlying data exports additional data that are not displayed but are relevant for the visual.

Here is the link where MS explains the difference: https://docs.microsoft.com/en-us/power-bi/visuals/power-bi-visualization-export-data

Based on below chart.

Summarized data: select this option if you want to export data for what you see in that visual. This type of export shows you only the data (columns and measures) that you chose to create the visual. If the visual has an aggregate, you'll export aggregated data. For example, if you have a bar chart showing 4 bars, you will get 4 rows of data. Summarized data is available as .xlsx and .csv.

In this example, our Excel export shows one total for each city. Since we filtered out Atlanta, it is not included in the results. The first row of our spreadsheet shows the filters that were used when extracting the data from Power BI.

Underlying data: select this option if you want to see the data in the visual and additional data from the model (see chart below for details). If your visualization has an aggregate, selecting Underlying data removes the aggregate. When you select Export, the data is exported to an .xlsx file and your browser prompts you to save the file. Once saved, open the file in Excel.

In this example, our Excel export shows one row for every single City row in our dataset, and the discount percent for that single entry. In other words, the data is flattened and not aggregated. The first row of our spreadsheet shows the filters that were used when extracting the data from Power BI.