I have recently been testing the process of connecting PBI service datasets to excel. I am able to make the connection, and all the tables/measures are present within a pivot table dialog. However, when I attempt to mimic a matrix visual from PBI in excel - get the following error message.
I'm sure the issue is related to a "trick" I had to implement to get the visual to work in PBI. Basically, I was having duplicates - so within a calculated column, tacked on additional spaces to the Report Line. I'm guessing Excel is ignoring those trailing spaces - or the spaces got lost in the live connection.
If this is the improper forum - please provide link to where I need to ask, or the proper tech support group within Microsoft.
Solved! Go to Solution.
I might have forgotten one important fact. I am using composite models, where I am chaining from a primary data set - and branching out to smaller report files.
What I found - using the data connection menu you suggested - when linking to the primary dataset - the matrix/pivot type reporting works as expected between PBI/Excel.
However, when I connect to a "chained" dataset - and repeating same steps - results in the initial error reported.
I am using Office365 with automatic updates - but I went ahead and forced a new update. Same problem.
thanks for your help!!!!
Overall, I think chained datasets are working as part of the excel live connection. I suspect the nuance of "trailing spaces" is what got lost in the process. Do you have a way I can report this?
Appreciate your quick responses 🙂
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