import data from Power BI to excel and let user filter the import

[Vasek00005]

Hi,

I've got a dashboard built over data model in Power BI, but my CCO prefer to use excel instead. I would like to connect datamodel to excel and let him to get the latest data by using Refresh button. I am able to make such a connection via excel -> Data -> New Source -> From Power BI -> Insert Table (not Pivot Table). That works fine. But the data holds all years and his excel dashboard is able to handle just one year. I am looking for a solution to have a filter available in excel so the CCO can just enter the year and only data for that very year would be imported to excel. If he enters different year, previous data would be overwritten with new year. I need to keep him in excel, everything must be entered there.

Any idea?

Many thanks,

Vašek

[GilbertQ]

Hi @Vasek00005 

What you could do is to use the slicer functionality in Excel and put in the years into this laser. Your CCO would then be able to click on the year slicer and filter the data in Excel.

[Vasek00005]

Hi GilbertQ,

thank you for your response. I tried slicer as well but it only filters data already imported in excel. I would like to import just filtered data. The point is the COO's dashboard is designed to show one year only. I am looking for a solution that the source data would contain only one year so there will be no other filtering in pivot tables. There are couple of pivot tables and I worry that if he would have to set correct year in each pivot table that would lead to misleadeing results for him.