Forum Discussion

Joe_Short's avatar
Joe_Short
New Member
8 years ago
Solved

Workbook without corresponding dataset

Hello BI Community,   I need help building visuals when no dataset is created in BI Service.  When connecting to an excel file on One Drive for Business I selected "Connect, Manage and View" to use...
  • v-huizhn-msft's avatar
    v-huizhn-msft
    8 years ago

    Hi Joe_Short,

    When you get date using "Connect, manage and view Excel in Power BI",  your workbook will appear in Power BI just like it would in Excel Online. When choosing this way, no dataset is created in Power BI. So if you want to use the data in excel to create report/visuals, you need to Import Excel data into Power BI.

    When you have created reported in excel, and want to pin the report to dashbord, you can use the way of "Connect, manage and view Excel in Power BI". More details, please review this article: Get data from Excel workbook files .

    Best Regards,
    Angelia

v-huizhn-msft's avatar
v-huizhn-msft
Microsoft Employee
8 years ago

Hi Joe_Short,

When you get date using "Connect, manage and view Excel in Power BI",  your workbook will appear in Power BI just like it would in Excel Online. When choosing this way, no dataset is created in Power BI. So if you want to use the data in excel to create report/visuals, you need to Import Excel data into Power BI.

When you have created reported in excel, and want to pin the report to dashbord, you can use the way of "Connect, manage and view Excel in Power BI". More details, please review this article: Get data from Excel workbook files .

Best Regards,
Angelia

  • Joe_Short's avatar
    Joe_Short
    New Member
    8 years ago
    That makes sense. I went back and imported the data instead and it created the dataset as expected. Thanks for the quick response and including the link for that article.