Find the many ways to interact directly between Excel and Power BI Service
Part four of a four-part series of blogs

You can pull Excel workbooks (or individual data ranges) into Power BI Service, or push them from Excel using a special add-in. This blog shows how to use both approaches, as well as the underwhelming Analyze in Excel feature.

  1. Working with Excel in Power BI Service
  2. Analysing Data with Excel
  3. Getting Data from Excel or CSV files in Power BI Service
  4. Publishing Excel workbooks, or tiling parts of a workbook (this blog)

This blog is part of a much longer series, which together comprise a full online training course in Power BI Service.  You can see get details of our classsrom Power BI training courses here.

Posted by Andy Brown on 29 June 2017

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Publishing Excel workbooks, or tiling parts of a workbook

You don't have to import workbooks into Power BI Service to use them, as this page will show!

This blog uses this workbook, which contains various tables, charts and pivot tables.

Publishing directly from Excel

Rather than pull a workbook into Power BI Service, you can push (or publish) it from Excel:

Publishing from Excel

Use this menu option to publish a workbook to Power BI Service.

You'll be prompted to sign in, then you'll be able to choose how to upload the workbook:

Workbook choices for publishing

See the previous part of this blog for what the two different options mean.

Power PI Publisher add-in

Another option would be to install an Excel add-in allowing you to publish parts of a workbook to Power BI.  You can download this here.

Power BI ribbon

Installing this add-in gives you an extra tab on your ribbon.

Note that if after installing your add-in you can't see this tab, you may need to tick the COM add-in in File / Options:

COM add-in

Choose this option in the Excel Options dialog box then click on the Go... button. You should then be able to choose the Power BI add-in.

You can then pin individual parts of a workbook:

Pinning parts of a workbook

Here I'm pinning this chart.  You'll obviously need to check you're signed into Power BI Service at this point.

 

You can then choose to which dashboard to pin this:

Choose the dashboard part

Here we're creating a new dashboard, and pinning the chart to that.

 

You can use the Pin Manager to see what you've done:

Pin Manager

Click on this tool on the add-in ribbon to see your pin history!

 

I've pinned all my bits to the same dashboard:

Pin Manager dialog box

You can see when you last pinned each bit of your workbook.

Here's the peculiar dashboard I ended up with:

Excel pinned objects

Hmmm ... pin them, or bin them?

And with that, I think I've exhausted all the ways in which you can get Excel and Power BI Service to talk to each other!  Time to move on to the next section of this Power BI Service training, which is on creating and using app workspaces.

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