You can’t edit your workbook in Power BI. But, unlike Excel Online, you’ll have some options that enable you to help you pin elements from your worksheets to dashboards. When you choose the Upload option, your workbook will appear in Power BI just like it would in Excel Online. Once your workbook is saved to OneDrive for Business, when you select Publish, you have two options to get your workbook into Power BI, Upload or Export: Select Save to Cloud and choose a location in OneDrive for Business. When publishing from a standalone Excel installation, the workbook must be saved to OneDrive for Business. Publishing from a standalone Excel installation If you want to update the file in Power BI, you must publish the updated version again, or you can refresh the data by configuring a scheduled refresh, on the workbook, or on the dataset in Power BI. Once published, the workbook content you publish is imported into Power BI, separate from the local file. Two options on how to get your workbook into Power BI. If your Excel file resides on a local drive, you can publish to My Workspace or a shared workspace to which you have access. If your Excel file resides on OneDrive for Business, you can only publish to your My Workspace. When you select Publish, you can select the workspace to which you want to publish. Excel 2016 standalone installations can Publish to Power BI, but only when the workbook is saved to OneDrive for Business or SharePoint Online. You can only publish local files if you're using Excel 2016 (or later) with a Microsoft 365 subscription. They do not need to be saved to OneDrive for Business or SharePoint Online. Local file publishingĮxcel supports publishing of local Excel files. If you select Export, you can export table data and its data model into a Power BI dataset, which you can then use to create Power BI reports and dashboards. You can also pin selections from your workbook onto Power BI dashboards, and share your workbook, or selected elements, through Power BI. If you Upload your workbook to Power BI, you can interact with the workbook just as you would interact using Excel Online. To publish your Excel workbook, in Excel, select File > Publish and select either Upload or Export. Publishing to Power BI from Excel Desktop is not supported for sovereign clouds.If disabled, the Publish option is not available from the File menu. Publishing to Power BI requires modern authentication be enabled (default).You cannot publish encrypted or password protected workbooks, or workbooks with Information Protection Management.You cannot publish an empty workbook, or a workbook that doesn’t have any Power BI supported content.The account you use to sign in to Office, OneDrive for Business (if using workbooks saved there), and Power BI must be the same account.When publishing a workbook to Power BI, there are few things to consider: You can then share your insights with others in your organization. For more information, click here.With Microsoft Excel 2016 and later, you can publish your Excel workbooks directly to your Power BI workspace, where you can create highly interactive reports and dashboards based on your workbook’s data. I understand that these countries may not have the same data protection laws as the country from which I provide my personal information. In particular, I consent to the transfer of my personal information to other countries, including the United States, for the purpose of hosting and processing the information as set forth in the Privacy Statement. I agree to the Privacy Statement and to the handling of my personal information. By submitting this form, you confirm that you agree to the storing and processing of your personal data by Salesforce as described in the Privacy Statement. By submitting this form, you acknowledge and agree that your personal data may be transferred to, stored, and processed on servers located outside of the People's Republic of China and that your personal data will be processed by Salesforce in accordance with the Privacy Statement. Reference Materials Toggle sub-navigationīy registering, you confirm that you agree to the processing of your personal data by Salesforce as described in the Privacy Statement.Teams and Organizations Toggle sub-navigation.
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