How do I export from power BI to excel? Power BI interview questions and answers 335

 How do I export from power BI to excel?

There are several ways to export data from Power BI to Excel, depending on your specific needs:

1. Exporting from Visuals:

• Export Data:

1. Click on the ellipsis (...) in the top right corner of the desired visual.

2. Select "Export data".

3. Choose either "Summarized data" (default view) or "Underlying data" (full details).

4. Optionally, filter the data before exporting.

5. Choose the preferred file format (CSV or XLSX).

6. The data will be downloaded to your computer.

• Copy and Paste:

1. Select the desired visual.

2. Right-click and choose "Copy".

3. Open Excel and paste the data into a new sheet.

2. Exporting from Tables:

• Copy Table:

1. Go to the "Data" view in Power BI Desktop.

2. Right-click on the desired table and choose "Copy Table".

3. Open Excel and paste the data into a new sheet.

• Export from Power BI Service:

1. Click on the three dots (...) next to the table name.

2. Select "Export to Excel".

3. Choose "Summarized data" or "Underlying data".

4. Optionally, filter the data before exporting.

5. The data will be downloaded to your computer.

3. Advanced Export Options:

• Analyze in Excel:

1. Click on the ellipsis (...) in the top right corner of the desired visual.

2. Select "Analyze in Excel".

3. This opens the visual data in a new Excel workbook with connections to Power BI for further analysis.

• Custom Formatting:

1. Use DAX measures to manipulate and format the data before exporting.

2. Create custom tables within Power BI Desktop for specific export needs.

Things to Consider:

• Exported data might not preserve all formatting and interactivity from the original visuals.

• Choose the appropriate data format (summarized or underlying) based on your analysis needs.

• Be mindful of data refresh connections when using "Analyze in Excel".

Remember, the most suitable export method depends on your specific data, desired format, and intended use in Excel. Experiment with different options to find the approach that best meets your needs.

I hope this helps! Feel free to ask if you have any further questions about exporting data from Power BI to Excel.