Saturday 6 January 2024

How to use Power BI in excel ? Power BI interview questions and answers 289

 How to use Power BI in excel ?

Here's how you can use Power BI capabilities within Excel:

1. Analyze in Excel:

  • Access Power BI Data: From a Power BI report, click "Export" and choose "Analyze in Excel." This creates an Excel workbook connected to the Power BI dataset.

  • Explore and Analyze: Use Excel's features for PivotTables, charts, formulas, and filters to interact with the data.

  • Refresh Data: Retain a live connection to the Power BI dataset for updates.

2. Get Data from Power BI:

  • Connect Directly: In Excel, navigate to "Data" > "Get Data" > "From Power Platform" > "From Power BI." Select the desired report.

  • Import Data: This creates a static snapshot of the data at the time of connection, not a live connection.

3. Power BI Add-in for Excel:

  • Install Add-in: Download and install the Power BI add-in from the Office Store.

  • Pin Visualizations: Pin Power BI report visuals directly into Excel worksheets for seamless integration.

  • Interact with Visuals: Apply filters and slicers to refine the data within the pinned visuals.

4. Power BI Publisher for Excel:

  • Create Reports: Design Power BI reports directly within Excel using a familiar interface.

  • Publish to Service: Publish these reports to the Power BI service for sharing and collaboration.

5. Analyze in Excel with Power BI Premium:

  • Premium Feature: Exclusively available with Power BI Premium subscriptions.

  • Explore Large Datasets: Analyze large datasets directly within Excel without importing them, enhancing performance and reducing load on local machines.

6. Power Pivot:

  • Data Modeling: While not strictly a Power BI feature, Power Pivot, a powerful add-in for Excel, offers data modeling capabilities similar to Power BI.

  • Create Data Models: Build data models with relationships and measures within Excel.

  • Create Visualizations: Use Power Pivot to generate PivotTables, charts, and other visuals based on the model.


  • Data Model Complexity: Complex Power BI models might not fully translate into Excel.

  • Collaboration: Excel's standalone nature limits collaboration compared to the Power BI service.

  • Version Control: Excel lacks built-in version control for shared analysis.

Evaluate these options based on your specific use cases, data complexity, and collaboration needs to determine the best approach for integrating Power BI capabilities within your Excel workflows.

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