Some time in the past I wrote a weblog publish about Energy BI Writer for Excel. Right this moment I need to clarify some new options added to the writer. On this publish you learn to analyse Energy BI knowledge in Excel. Utilizing the brand new Energy BI Writer for Excel, not solely can we pin an Excel vary or chart to a Energy BI dashboard immediately from Excel, but additionally we at the moment are capable of simply connect with a Energy BI service, choose any group workspaces and analyse a desired report or dataset.
- Desktop variations of Microsoft Excel 2007 and later
- Obtain and set up Energy BI Writer for Excel
- Energy BI Writer for Excel add-in shall be enabled by default after you put in it, nevertheless, in the event you don’t see the “Energy BI” tab within the ribbon in Excel you may allow it from File –> Choices –> Add-ins –> COM Add-ins –> tick Microsoft Writer for Excel.
Analyse Energy BI Service Stories or Datasets in Excel (From Energy BI Service)
Beforehand we may analyse Energy BI knowledge in Excel immediately from Energy BI service by:
- Log in to Energy BI Service
- Clicking ellipsis button of a desired dataset and clicking “Analyse in Excel”
- Clicking ellipsis button of a desired report and clicking “Analyse in Excel”
- Doing both method, it downloads an “odc” file that might be opened in Excel.
- Now you may analyse the information in Excel utilizing pivot tables and pivot charts.
Analyse Energy BI Service Stories or Datasets in Excel (Instantly From Excel)
With the brand new Energy BI Writer add-in for Excel we are able to now simply connect with a Energy BI service account and analyse the experiences and datasets immediately from Excel:
- Should you haven’t already logged into your Energy BI service you’ll immediate to login. Enter your e mail deal with related to Energy BI service account and click on “Signal In”
- Choose a workspace, report or dataset then click on join
- Now you may analyse the information in Excel with no need to obtain “odc” connection file like what we used to once we needed to analyse a report or dataset from Energy BI service.
- Should you should not have any knowledge in your Energy BI service, the revealed add-in detects that and gives you to create pattern knowledge in Energy BI. Click on “Hook up with Pattern”
- Should you login to your Energy BI service you’ll see the pattern
When you’ve got totally different Energy BI service account and also you’d like to change between your accounts and analyse the totally different accounts from Excel simply click on “Profile” from “Energy BI” tab from the Excel ribbon then click on “Signal Out”.
Now click on “Signal In” and use your different Energy BI service account credentials.
Notice: To make this work you must shut Excel and reopen it whilst you switched to a different account from the Energy BI Writer in any other case you’ll get the next error:
“Error Code: 403 (Forbidden) GroupNotAccessible”
There are just a few limitations utilized to the present model of Energy BI Writer for Excel. On this part I briefly talk about these limitations.
Shared knowledge is NOT obtainable in Energy BI Writer for Excel
The info that’s shared with you in Energy BI just isn’t obtainable in Energy BI Writer for Excel. To examine this limitation, open your internet browser and login to a Energy BI service account and be sure you have some knowledge shared with you. The next screenshot exhibits an account that has no datasets and experiences, however, it has a shared dashboard.
Now connect with the identical account from Energy BI Writer from Excel and also you’ll the shared knowledge is NOT obtainable.
Energy BI Workspace Teams
In case your Energy BI account is a member of a workspace group that shared dashboards, experiences and datasets with its members, and if “Edit Energy BI Content material” just isn’t granted to your account, then you definately received’t be capable of see experiences or datasets in Energy BI Writer. You additionally can not see the workspace that you simply don’t have “Can Edit Energy BI Content material” permission on within the Energy BI Writer.
The next screenshot exhibits a Energy BI account that may be a member of two workspace teams named “Gross sales (Learn solely)” and “Gross sales (Edit enabled)”. The account doesn’t have “Can Edit Energy BI Content material” rights on the “Gross sales (Learn solely)” workspace. However, it has the appropriate to edit Energy BI content material on “Gross sales (Edit enabled)”. As you see there’s a report and in addition a dashboard shared with this account below “Gross sales (Learn solely)” workspace.
After I connect with that account from Energy BI Writer, I can not see the information related to the “Gross sales (Learn solely)” workspace. Certainly the “Gross sales (Learn solely)” workspace just isn’t even within the listing.
Nevertheless, I can connect with the “Gross sales (Edit enabled)” workspace and analyse it in Excel.
Evaluation Providers (SSAS) On-premises
If you wish to analyse a Energy BI dataset or report that originates from an on-premises SSAS Multidimensional or Tabular mannequin and the dataset in Energy BI makes use of “Join Dwell” to entry the information, then you need to be conscious that the Energy BI Writer for Excel connects to SSAS by means of your native community. Which means any consumer attempting to analyse an SSAS dataset in “Join Dwell” mode have to be linked to your native community. The consumer ought to be additionally authenticated in your SSAS server.
That is what you see in the event you strive to hook up with an SSAS dataset or report from Energy BI Writer for Excel:
Admin Settings for On-premises Evaluation Providers Knowledge Controlling “Analyse in Excel”
In case you are an Office365 International Admin and also you need to management whether or not or not the customers in your organisation can analyse your on-premises SSAS knowledge in Excel, with the July 2016 replace you are able to do that. This feature is enabled by default so if you wish to disable it:
- Log into Energy BI Service
- Click on “Settings” then click on “Admin Portal”
- Click on “Tenant settings”
- Swap off “Enable customers to Analyse in Excel with on-premises datasets” then click on “Apply”
Now, in the event you click on “Analyse in Excel” in Energy BI Service you get the next message:
You received’t be capable of connect with a dataset/report and Analyse in Excel from “Energy BI Writer for Excel”.
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