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Pin a tile to a Power BI dashboard from Excel

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APPLIES TO: Power BI Desktop Power BI service

Before you can pin a tile from your Excel workbook, you must connect that workbook to the Power BI service. Connecting a workbook brings a linked read-only version of that workbook into the Power BI service and allows you to pin ranges to dashboards. You can even pin an entire worksheet to a dashboard. If a workbook has been shared with you, you can view the tiles pinned by the owner but can't create any dashboard tiles yourself.

For in-depth information about how Excel and Power BI work together, see Get data from Excel workbook files.

Connect your Excel workbook from OneDrive for work or school to Power BI

When you choose Connect, your workbook appears in Power BI just like it would in Excel Online. However, unlike Excel Online, you have some great features to help you pin elements from your worksheets right to your dashboards.

You can’t edit your workbook in Power BI, but if you need to make some changes, you can select Edit from the Workbooks tab of your workspace. Then choose to edit your workbook in Excel Online or open it in Excel on your computer. Any changes you make are saved to the workbook on OneDrive.

  1. Upload your workbook to your OneDrive for work or school.

  2. From Power BI, connect to that workbook by going to My workspace and selecting Upload > OneDrive - Business and navigating to the location where you saved the Excel file. Select the file and choose Upload.

    Screenshot of My workspace, highlighting Upload and OneDrive for business.

  3. In Power BI, the workbook is added to your workspace. The icon indicates an Excel workbook.

    Screenshot showing Excel workbooks in a workspace.

  4. Open the workbook in Power BI by selecting the workbook name.

    Changes you make to the workbook in Power BI aren't saved and don't affect the original workbook on OneDrive for work or school. If you sort, filter, or change values in Power BI, those changes can't be saved or pinned. If you need to save changes, select Edit from the upper-right corner to open it for editing in Excel Online or Excel. Changes made this way might take a few minutes to update in the tiles on the dashboards.

    Screenshot showing Excel Online in Power BI.

Pin a range of cells to a dashboard

One way to add a new dashboard tile is from within an Excel workbook in Power BI. Ranges can be pinned from Excel workbooks that have been saved in your OneDrive for work or school or another group-shared document library. The ranges can contain data, charts, tables, PivotTables, PivotCharts, and other Excel parts.

  1. Highlight the cells that you'd like to pin to a dashboard.

    Screenshot showing selected cells in an Excel workbook.

  2. Select the pin icon.

  3. Pin the tile to an existing dashboard or to a new dashboard.

    • Existing dashboard: select the name of the dashboard from the dropdown.
    • New dashboard: type the name of the new dashboard.

    Screenshot showing the Pin to dashboard dialog.

  4. Select Pin. A success message near the top right corner lets you know the range was added as a tile to your dashboard.

    Screenshot showing the pinned to dashboard dialog.

  5. Select Go to dashboard. From here, you can create or edit a dashboard tile. By default, selecting the pinned tile opens the workbook in Power BI.

Pin an entire table or PivotTable to a dashboard

Follow the previous steps except instead of selecting a range of cells, select an entire table or PivotTable.

To pin a table, select the entire range of the table and be sure to include the headers. To pin a PivotTable, be sure to include every visible part of the PivotTable, including filters if used.

Screenshot of an Excel table with cells selected.

A tile created from a table or PivotTable shows the entire table. If you add, remove, or filter rows or columns in the original workbook, the rows or columns are also added, removed, or filtered in the tile.

View the workbook linked to the tile

Selecting a workbook tile opens the linked workbook in Power BI. Since the workbook file is located on the owner’s OneDrive for work or school, viewing the workbook requires you to have read permissions for the workbook. If you don't have permission, you receive an error message.

Note

The animation might use earlier versions of the Power BI service.

Animation of navigation through Excel Online workbook.

Considerations and troubleshooting

Power BI uses Excel Services to retrieve the workbook tiles. Therefore, since some features from Excel aren't supported in Excel Services REST API, they aren't seen on tiles in Power BI, for example: Sparklines, icon set conditional formatting, and time slicers. For a full list of unsupported features, see Unsupported Features in Excel Services REST API.

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