Power BI data export to Excel

Vinod Yadav Kavali 0 Reputation points
2023-05-12T16:10:16.4266667+00:00

How to get the sheet name dynamically when the data is exported to excel from Power BI service?

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  1. VasimTamboli 5,110 Reputation points
    2023-05-12T17:27:19.59+00:00

    When exporting data from Power BI to Excel using the Power BI service, the sheet name is not customizable or dynamic. The exported data will be placed in a sheet named "Report" by default.

    If you want to have a dynamic sheet name based on your requirements, you would need to export the data from Power BI to Excel programmatically using an API or custom code. Here's a general outline of the steps you can follow:

    Retrieve the data from Power BI: Use the Power BI REST API or Power BI SDK to retrieve the data you want to export. You can query the data using the appropriate endpoints or methods based on your requirements.

    Create an Excel file: Use a library or package (such as OpenXML or EPPlus in .NET) to create a new Excel file or open an existing one.

    Add a new sheet: Use the library or package to add a new sheet to the Excel file. You can provide a dynamic name for the sheet based on your requirements.

    Populate the sheet with data: Write the retrieved data from Power BI into the Excel sheet. Iterate over the data and populate the cells accordingly.

    Save the Excel file: Save the Excel file with the populated data using the library or package you are using.

    By programmatically exporting the data and creating the Excel file, you have control over the sheet name and can set it dynamically based on your needs.

    Please note that this approach requires custom coding and knowledge of programming languages and libraries. The specific implementation details may vary based on the programming language and libraries you choose to use.

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  2. Tanay Prasad 2,140 Reputation points
    2023-05-15T06:05:37.5233333+00:00

    Hi,

    You can use the Power Query Editor in Excel.

    Here's a step-by-step guide for you-

    In Power BI Desktop, ensure that the sheet name is included as a field/column in your dataset. You can add a new calculated column that contains the desired sheet name.

    Publish your Power BI report to the Power BI service.

    1. In the Power BI service, navigate to your desired report and click on the "Export" button.

    Choose "Export to Excel" from the dropdown menu. This will download an Excel file containing the exported data.

    Open the downloaded Excel file.

    In Excel, go to the "Data" tab and click on "From Table/Range" in the "Get & Transform Data" section. This will open the Power Query Editor.

    In the Power Query Editor, you will see a table with the exported data. Select the column that contains the sheet name.

    Go to the "Transform" tab in the Power Query Editor, and click on "Pivot Column" in the "Any Column" section.

    In the "Advanced Options" dialog box, select the column containing the sheet names as the "Values Column", and choose "Don't Aggregate" as the "Aggregate Value Function".

    Click on "OK" to create the pivot column.

    In the resulting table, you will see a new column with the sheet names. You can rename this column as desired.

    1. Close the Power Query Editor and load the data into Excel.

    I hope this answers your questions.

    Best Regards.

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