Publish Excel to Power BI

Replace: Publish your Excel (M365) stories to Energy BI Service

The Excel Pulisher to Energy BI Service isn’t out there as an add-in anymore. It’s now a built-in function inside the Excel app itself.

Now you can publish your Excel stories instantly from the Excel itself into your Energy BI Service. Observe the steps beneath:

1- Click on File menu then click on Publish
2- Click on Publish to Energy BI
3- Choose a Workspace you’d prefer to publish the report from the dropdown
4- Click on Add

Publishing Excel reports to Power BI Service

After the report efficiently printed to your Energy BI Service, a yellow message exhibits up in Excel. You possibly can click on the Go to Energy BI button.

Go to Power BI after Publishing Excel reports to Power BI from Excel

5- Out of your Energy BI Service, click on to open the printed Excel report in Energy BI Service

Opening a Published Excel report in Power BI Service

6- Choose a chart
7- Click on Pin
8- Choose an Present dashboard or New dashboard
9- Click on Pin

Pinning a chart from an Excel report to Power BI Dashboard

All Completed! For those who navigate to your Energy BI Dashboard, the pinned charts should seem on the dashboard.

Pinned charts in Power BI DashboardFor those who’re utilizing the older variations of Excel then proceed studying.

It’s been awhile that numerous Excel customers had been questioning if there’s a approach to embody their Excel parts into Energy BI dashboards. With Energy BI Writer for Excel you’re now capable of publish snapshots in your essential PivotTables, Charts, cell ranges and so forth. to your Energy BI Dashboards. On this put up you’ll discover ways to get the job finished.

With the Energy BI Writer Excel you’re taking snapshots of your essential insights in Excel and Pin them in Energy BI Dashboards.

You want to obtain and set up the Energy BI Writer for Excel from right here.

What Excel parts you’ll be able to/can’t pin?

You possibly can pin nearly all the things in your Excel worksheet together with:

  • A spread of cells (from a easy sheet, from a desk or a pivot desk)
  • Pivot charts
  • Illustrations and pictures
  • Textual content

Nonetheless, you can not pin 3D Maps or visualisations from Energy View.

Observe: Though you’ll be able to pin nearly all the things out of your worksheet to a Energy BI Dashboard it doesn’t make sense to pin some parts like Slicers or Timeline filters.

Enabling Energy BI Writer for Excel

The Energy BI Writer for Excel add-in must be enabled by default, nonetheless, if for some cause it’s not enabled you’ll be able to manually allow it as beneath:

Power BI Publisher for Excel 01

Check in to Energy BI Service with Your Account

To have the ability to pin your Excel parts to your Energy BI dashboards you might want to sign-in to your Energy BI Service. If you open Excel for the primary time after putting in the writer you’ll immediate to sign-in.

Power BI Publisher for Excel
  • Click on “Signal In”
  • Enter your account title then click on “Signal In” once more
Power BI Publisher for Excel 02
  • Click on “Work or Faculty account”
Power BI sign in
  • Enter your password and “Signal In”
  • Click on Shut
Power BI Publisher for Excel 03

If for any cause the sign-in kind didn’t get by then:

  • Click on “Energy BI” tab from the ribbon
  • Click on “Profile”
  • Click on “Signal In” then comply with the above steps
Power BI Publisher for Excel 04

Pin a Vary/charts to a Energy BI Dashboard

You possibly can choose and pin any vary of cells out of your worksheets to your Energy BI Dashboard.

  • In you r Excel worksheet choose a spread
  • Click on “Energy BI” tab from the ribbon
  • Click on “Pin”
  • If you’re not already singed into Energy BI service you’ll be prompted to
  • Choose an present dashboard or create a brand new one
  • Click on “Pin”
Pin to Power BI
  • To pin a chart simply merely click on a chart then click on Pin from Energy BI tab
Pin to Power BI 01

Now signal into your Energy BI service utilizing to see the tiles you pinned from Energy BI Writer for Excel.

Power BI Dashboard with Excel Tiles

Can I Refresh the pinned parts?

Sure you’ll be able to. It’s tremendous simple. simply choose the aspect and pin it once more. You’ll be prompted that the tile already exists within the dashboard and you’ve got the choice to replace the prevailing one or add a brand new tile. To replace an present tile choose “Replace tile” then click on OK.

Refresh pinned elements

You may also refresh a number of parts by Pin Supervisor which is defined beneath.

Managing Pinned Components

You possibly can refresh a component which is already pinned to a dashboard or you’ll be able to take away it. You may also choose a number of parts and replace or take away all of them by following the steps beneath:

  • Click on “Pin Supervisor” from “Energy BI” tab from the ribbon
  • Choose a number of parts then click on “Replace” to replace and “Take away” to take away the pinned tiles from the Energy BI Dashboard
Pin Manager

Change between Energy BI Accounts

You possibly can swap between Energy BI Accounts to pin Excel parts.

  • Click on “Profile” from “Energy BI” tab
  • Click on “Signal out”
Power BI Account in Excel Publisher
  • Click on “Signal In”
  • Enter the brand new account and signal into the Energy BI Service usually
  • Choose a Chart or Vary and click on pin
  • Now click on “Pin Supervisor”
  • As you’ll be able to see the weather you pinned to a dashboard when logged in to your earlier Energy BI account are exist within the Pin Supervisor with a warning icon on the proper facet, so if you wish to swap to the brand new account without end, you’ll be able to choose the outdated parts and take away
Remove Elements from Pin Manager

Observe: Eradicating a pinned aspect does NOT take away the related tile in Energy BI. So to take away the tiles from the outdated Energy BI account you might want to sing into that account and take away the tiles manually.

Removing Pinned Elements

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