Excel via Power BI¶
This topic introduces the methods to connect with Excel via PowerBI to create visuals and perform analysis.
Scenario¶
Use Excel's robust data visualization and analytics capabilities to connect with 'Product 360'. Build real-time, interactive dashboards that provide insights into customer buying patterns and help forecast demand, enabling proactive marketing decisions.
There are two methods to interact with the Excel via PowerBI
Prerequisites¶
- Power BI Desktop: Ensure you have Power BI Desktop installed on your system.
- Follow the Power BI Integration Steps: Complete the necessary steps for Power BI integration as outlined in the Power BI guide.
Using Analyze in Excel¶
Step 1: Install Analyze in Excel plugin in PowerBI¶
Visit the Analyze in Excel for Power BI Desktop link and follow the instructions to download and install the necessary extension.
Step 2: Use the Analyze in Excel Feature¶
Once the extension is installed, a new tab labeled 'Analyze in Excel' will appear in Power BI Desktop.
Step 3: Export to Excel¶
Click on the 'Analyze in Excel tab. This action will open Excel and establish a connection to the Power BI dataset or report.
Step 2: Work in Excel¶
In Excel, you can now use PivotTables, charts, and other Excel features to analyze the data coming from Power BI.
Using PowerBI Service Account¶
Step 1: Publish the Report to Power BI Service¶
In the PowerBI, click Publish. This action will push the report to your online Power BI service account, making it available for access in the Power BI workspace. Choose the required workspace.
Step 2: Confirm Publishing in the Chosen Workspace¶
The image below shows the power BI is publishing the semantic model in the chosen workspace.
Step 3: Navigate to Your Workspace¶
Once published, go to your workspace where the report has been saved. Here it is Demo Testing.
Click on the connected semantic model below the workspace with the name cross-sell-affinity.
Step 4: Locate and Access Report Settings¶
Scroll down to the Gateway and Cloud Connections section. Toggle the switch to enable the gateway connection. Click on the Add to Gateway button to initiate the connection process.
Step 5: Enable Gateway Connection¶
After clicking the “Add to Gateway” button, you'll be prompted to enter the necessary connection details for the data source. Once you’ve entered the required connection information, finalize the connection setup.
Step 7: Confirm Successful Connection¶
After successfully connecting,you will be mapped to the semantic model as shown in the image below:
Step 8: Access the semantic model¶
After successfully connecting, you will be able to access the dashboard.
Step 9: Open 'Analyze in Excel'¶
The Analyze in Excel page should now appear, allowing you to interact with the data as needed.
Step 10: Interact with Data in Excel¶
Analyze in Excel page appears.
