cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
masplin
Post Prodigy
Post Prodigy

export data to excel

I'm struggling to decide whether to move from excel based models to PBI Desktop models. There are number of issues, but a key one is how to export large chunks of underlying model data e.g. customer lists that feed 3rd party CRM, or lists for finance to do reconciliation

In excel this is trivial as you just write some DAX in a SUMMARIZE function and spit out whatever columns/rows you need. As far as I can tell there is no way to do this from a PBIX model

1. Export data IN PBI Desktop only exports csv which then requires additional formatting and manipulation by non-technical marketing staff. non-starter.
2. Making a report and publishing to PBI Services you can export to excel directly, but if you just want to look at an ad hoc list of 100 rows in PBI Desktop thisis an uneccessary extra complexity and you can't make alist that long in Desktop (unlike excel) 
3. Dax Studio can link to the PBIX model, but again can only export in an awful csv structure. No choice to use Excel unless your data model is already within excel

 

Have I got this correct and DAX studio cannot export directly to excel and save a lot of grief? I find it astounding that this basic feature is avaible in PBI Services and not on the desktop!!

 

Thanks for any clarification
Mike

1 ACCEPTED SOLUTION

Hi @masplin,

 

Thanks for your suggestion. It's true that export to CSV is only available in service rather than Power BI desktop now. For your requirement, you can vote this idea: export excel.

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
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

6 REPLIES 6
Anonymous
Not applicable

If you are in the PBI Desktop, you can go to the Data View and right click on any table name.  On this menu is an option "Copy Table" which attempts to put that table into your clip board.  Larger tables will have a "Please Wait" message.  Once this is done, you can simply paste into your Excel.

 

I've done this for a few audits.

The simpler and best solution. Thanks!

Hello,

You may have a look at this project where you can export an xlsx file semi automatically:

https://github.com/didierterrien/Power-BI-assistant

Best regards

Hi Ross

 

not quite what is needed. I need ot produce listsof say filters cusotmers, but with detial from related tables or similar corss table lists for finance often hundreds or thousands of rows. In Excel I can either just write a DAX SUMMARIZE function to createa table or do a tabular pivot table. 

 

While I can create a table in Desktop I can only export as CSV which the fiance/marketing people woudl have to reformat to make use of.  I could publish everything up to Service and export as Excel, but that again is not great for doing ad hoc queries.

 

 Weird that you can't export Desktop directly to excel as you can from Service.  So for this type of output excel seems significanty superior. 

Hi @masplin,

 

Thanks for your suggestion. It's true that export to CSV is only available in service rather than Power BI desktop now. For your requirement, you can vote this idea: export excel.

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
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

Oddly it is the other way round. Desktop can only export csv whereas service can export to xlsx

Helpful resources

Announcements
PBI User Groups

Welcome to the User Group Public Preview

Check out new user group experience and if you are a leader please create your group!

MBAS on Demand

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

July 2021 Update 768x460.png

Check it out!

Click here to read more about the July 2021 Updates

Top Solution Authors
Top Kudoed Authors