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Frixel
Post Partisan
Post Partisan

Need help for the right way how to export report to Excel

Hi all, 

 

How can I best approach the following?

 

I have created a Power Bi report in Desktop and published it to the Power Bi Service (online)
The report will include new information every day at 8:00 AM.

 

Is it and how possible to upload the report fully automatically to Excel / OneDrive or Sharepoint so that it can be further edited by colleagues there?

 

I have already read a lot but that is precisely why I cannot get it out.
Tried with alerting in Dashboard, R Script, DAX and powerautomate but it all comes to nothing.

 

What is the best option to make it successful that the report is confert automaticly to a Excel format and publish?

2 ACCEPTED SOLUTIONS
yingyinr
Community Support
Community Support

Hi @Frixel ,

Placed in the Values area must be numeric data. If it is text, it must be used in conjunction with an aggregate function, such as count(text field). You can create the required measures in the dataset in advance as suggested in the official documentation. Then you can drag these measures to the Values area later.

  • Excel PivotTables do not support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures. Read about creating measures.

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

yingyinr
Community Support
Community Support

Hi @Frixel ,

First of all, the content placed in Values area must be numeric type. In addition, only implicit measures can be placed in Values arewhen using Analyze in Excel. You can refer to the official documentation below for specific methods.

Can't drag anything to the PivotTable Values area (no measures)

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

7 REPLIES 7
yingyinr
Community Support
Community Support

Hi @Frixel ,

Currently Power BI does not support directly importing the whole report into excel. Only can export the data that was used to create a visualization into Excel file or bring Power BI datasets into Excel to pivot tables, create slicer etc. with Analyze in Excel. You can raise a new idea and add your comments there to make this feature coming sooner

You can download report as a .pbix copy as a workaround, the precondition is that you need to have edit access to report...

Download a report from the Power BI service to Power BI Desktop

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@yingyinr 

Thanks for your answer.

 

I have found the option to have my report in Excel but i have alwy the problem that the pivot table not works for the values.

I try serval reports to download to Excel but alway`s the same problem.

 

When i swipe a option to the values field alway`s get this error.

2.png

yingyinr
Community Support
Community Support

Hi @Frixel ,

Please check the following requirement for using Analyze in Excel in this official documentation:

are some requirements for using Analyze in Excel:

  • Excel PivotTables do not support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures. Read about creating measures.

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

@yingyinr 

 

But i have that problem also with NOT numeric fields like in the example above as "user" and "process" that are text fields.

Is that also not possible? 

 

yingyinr
Community Support
Community Support

Hi @Frixel ,

Placed in the Values area must be numeric data. If it is text, it must be used in conjunction with an aggregate function, such as count(text field). You can create the required measures in the dataset in advance as suggested in the official documentation. Then you can drag these measures to the Values area later.

  • Excel PivotTables do not support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures. Read about creating measures.

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Hi @yingyinr 

Sorry, but can you let me see how i must changed my data to "conjunction with an aggregate function, such ascount(text field)" as you write above.

I have tried many different data in the field "value" to get it but I am unable to do it in any way.

everytime the error "The field you are moving cannot be placed in that area of the report."

yingyinr
Community Support
Community Support

Hi @Frixel ,

First of all, the content placed in Values area must be numeric type. In addition, only implicit measures can be placed in Values arewhen using Analyze in Excel. You can refer to the official documentation below for specific methods.

Can't drag anything to the PivotTable Values area (no measures)

Best Regards

Community Support Team _ Rena
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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