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In the steps below, I will demonstrate how to access your Power BI Dataset through Excel. This is a great example for people who love Excel and use it as their tool of choice, but the company or organization still wants to have a single version of the data. By leveraging the steps below the data is available in the Power BI Service, as well as from Excel. NOTE: This currently only works on a PC.
There are 2 ways to access data in the Power BI Service via Excel. I prefer the method below because it allows for easier connectivity as well as not having to go and download ODC files and then store and open them each time. By using the Power BI Publisher for Excel, people who use Excel will have another item in the ribbon to access Power BI data.
Steps:
Next, I will demonstrate how to connect to a dataset.
There are two ways that I am currently aware of where you can grant access to the dataset.
Completing either of the following above will ensure that when the user clicks on Connect to Data in the Power BI Ribbon they will then be able to see the dataset. In the example below my user "Pro" can see the dataset that he has access to via getting an App.
Now when in Excel and the user "Pro" clicks on the Connect to Data, this ensures that it is set to "My Workspace" as well as the data that user "Pro" is connecting to is the Dataset. The user "Pro" can connect to the dataset called "Fourmoo Google Analytics."
I have demonstrated how to connect to a Power BI Dataset using Excel, as well as how to grant access so that your users can gain access. If there are any questions or advice, please leave it in the comments below.
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