Forum Discussion
Visual Export from Desktop is Correct but Export from Service is Wrong
- 1 year ago
Hi caw1991staffs ,
Thanks for reaching out about this issue. We investigated the behavior you mentioned when exporting summarized data from the Power BI Service, where exporting to Excel shows a live connection message instead of the expected summary data seen in Power BI Desktop.
After testing, we found that this is intentional in some cases. When exporting to Excel, especially from visuals like stacked column charts, Power BI might create a live link to the dataset instead of exporting the summarized rows. This is more likely with models that have row level security, large datasets, or specific tenant settings. Since the Excel file uses a live connection, it may not display any data unless refreshed in Excel, and access permissions can still prevent it from loading correctly.
To export summarized data from a visual in Power BI Service, click the three dots in the top-right corner of the visual, then select Export data. In the dialog that appears, choose the .CSV format and make sure Summarized data is selected before clicking Export to download the file.
FYI:
When Selecting live connection
When Selecting .CSV
This will provide a flat CSV file with the actual summarized values (like DestinationAddressCode, OnTime, Order Count, etc.), similar to what you expect from Power BI Desktop.
If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.
Hi caw1991staffs ,
Thanks for reaching out about this issue. We investigated the behavior you mentioned when exporting summarized data from the Power BI Service, where exporting to Excel shows a live connection message instead of the expected summary data seen in Power BI Desktop.
After testing, we found that this is intentional in some cases. When exporting to Excel, especially from visuals like stacked column charts, Power BI might create a live link to the dataset instead of exporting the summarized rows. This is more likely with models that have row level security, large datasets, or specific tenant settings. Since the Excel file uses a live connection, it may not display any data unless refreshed in Excel, and access permissions can still prevent it from loading correctly.
To export summarized data from a visual in Power BI Service, click the three dots in the top-right corner of the visual, then select Export data. In the dialog that appears, choose the .CSV format and make sure Summarized data is selected before clicking Export to download the file.
FYI:
When Selecting live connection
When Selecting .CSV
This will provide a flat CSV file with the actual summarized values (like DestinationAddressCode, OnTime, Order Count, etc.), similar to what you expect from Power BI Desktop.
If my response resolved your query, kindly mark it as the Accepted Solution to assist others. Additionally, I would be grateful for a 'Kudos' if you found my response helpful.
Thank you that's now returning exactly what I expected!