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Anonymous
Not applicable

Automatically rename a data export file (csv or excel)

Hello,

Is it possible to set the export csv or excel file name automatically for users so that they do not need to name the file when they extract data? Either the filename and/or a workbook name within the file?

1 ACCEPTED SOLUTION
avatorl
Impactful Individual
Impactful Individual

It works like I descirbed. Just make sure a visual has title. Table/matrix visuals by deafult have title disabled. Add a title.

View solution in original post

8 REPLIES 8
NikNithiy
Helper I
Helper I

I want the report name in the sheet name of the exported export it is always showing as export. Any one please help

avatorl
Impactful Individual
Impactful Individual

Do you mean 'Export data' option of a visual? In Power BI Desktop it asks for a file name and you can't predefine the name. In Power BI Service it doesn't ask for a name and uses visual's title. If the visual has no title (it's disabled or blank) than default name is 'data.csv' and you can't change it.

Anonymous
Not applicable

Sorry, yes I mean export a visual, such as a matrix or table. So you're saying it will export and name it the visual's title if there is one, correct?

Hi @Anonymous ,

 

v-lionel-msft_0-1596001442424.png

It is a good habit to add a title to each visual, maybe you can create a dynamic title, like this.

Measure 3 = 
IF(
    ISFILTERED(Sales[Brand]),
    "Sales of  " &SELECTEDVALUE(Sales[Brand]),
    "AAAA"
)

v-lionel-msft_1-1596001869812.png

 

Best regards,
Lionel Chen

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

 

 

@v-lionel-msft  Is it possible to get the same thing in exported excel sheet (as a sheet name)

Hi @Anonymous ,

 

Has your problem been solved?

 

Best regards,
Lionel Chen

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

Anonymous
Not applicable

Yes, thank you all! I have marked the solution appropriately. 

avatorl
Impactful Individual
Impactful Individual

It works like I descirbed. Just make sure a visual has title. Table/matrix visuals by deafult have title disabled. Add a title.

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