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rachel_ddllc Frequent Visitor
Frequent Visitor

Export data to Excel with metadata

Hello, question from our legal folks...

When exporting to Excel from a published dashboard tile online, is there a way to ensure the metadata of the visualization is included?

Example:

  • user ID of the user that extracted it to Excel
  • Date/time it was extracted
  • Any applied filters

 

The concern is, once the data is outside of Power BI, there's no way to trace when/where it came from and it lives outside of the BI ecosystem entirely.

Thanks!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Export data to Excel with metadata

@rachel_ddllc ,

 

No, the data will only be the summarized data in the visual/tile.

 

Community Support Team _ Jimmy Tao

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

3 REPLIES 3
Community Support Team
Community Support Team

Re: Export data to Excel with metadata

@rachel_ddllc ,

 

Click the ellipse on the right-top of the visual, if you want to achieve the data only exist in visual, you can select "Summarized data", if you want to achieve the raw data, you can select "Underlying data".

Capture.PNG 

 

Community Support Team _ Jimmy Tao

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

rachel_ddllc Frequent Visitor
Frequent Visitor

Re: Export data to Excel with metadata

@v-yuta-msft 

When you export the summarized data in this manner, is there any metadata in the Excel file properties?  Such as: logged in user name (first.last@company.com) or which report it was exported from (My Report, Revenue by Month)?

 

I am unable to demo this myself as I can't get Power BI installed (IT issues).

 

Thank you!

Community Support Team
Community Support Team

Re: Export data to Excel with metadata

@rachel_ddllc ,

 

No, the data will only be the summarized data in the visual/tile.

 

Community Support Team _ Jimmy Tao

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