Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
jhearn
Regular Visitor

excel formatting for Power BI export

Hope that I am posting this in the right area. I'm new to power BI, and to the forum. At the moment what I am trying to do is format how power BI's data so that when a user exports it to an excel sheet it's already got a correct title, and all the rows and columns are positioned correctly, thanks!

1 ACCEPTED SOLUTION
Anonymous
Not applicable

Hi @jhearn ,

Power BI report designers control the types of data export options that are available for their consumers. The choices are:

  • Allow end users to export summarized data from the Power BI service or Power BI Report Server

  • Allow end users to export both summarized and underlying data from the service or Report Server

  • Don't allow end users to export any data from the service or Report Server

To set these options:

  1. Start in Power BI Desktop.

  2. From the upper left corner, select File > Options and Settings > Options.

  3. Under CURRENT FILE, select Report settings.

 

More details: Export data from a Power BI visualization - Power BI | Microsoft Learn

 

If it still does not help, please provide more details.

 

Best Regards
Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

4 REPLIES 4
jhearn
Regular Visitor

The issue I was having was cell placement, and naming of the export.

Anonymous
Not applicable

Hi @jhearn ,

In Power BI, Export Data feature is used for exporting data, without keeping visual format in .

 

Besides, I found there is a same feature request posted in Power BI Idea forum, you can see  comment on it: Allow Table and Matrix Data Exports to Match PowerBI Visual.

 

More details: How to Export Power BI Data to Excel | DataCamp

 

 

Best Regards
Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Anonymous
Not applicable

Hi @jhearn ,

Power BI report designers control the types of data export options that are available for their consumers. The choices are:

  • Allow end users to export summarized data from the Power BI service or Power BI Report Server

  • Allow end users to export both summarized and underlying data from the service or Report Server

  • Don't allow end users to export any data from the service or Report Server

To set these options:

  1. Start in Power BI Desktop.

  2. From the upper left corner, select File > Options and Settings > Options.

  3. Under CURRENT FILE, select Report settings.

 

More details: Export data from a Power BI visualization - Power BI | Microsoft Learn

 

If it still does not help, please provide more details.

 

Best Regards
Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Manoj_Nair
Solution Supplier
Solution Supplier

@jhearn - Not sure if I understood your use cases correctly, but try this link which clearly explains about auto detecting the column data types and formatting https://carldesouza.com/automatically-detect-data-types-in-power-bi/

 

If this resolve your query, pls accept the solution.

 

Many Thanks

Helpful resources

Announcements
July 2024 Power BI Update

Power BI Monthly Update - July 2024

Check out the July 2024 Power BI update to learn about new features.

July Newsletter

Fabric Community Update - July 2024

Find out what's new and trending in the Fabric Community.