Publish to Power BI from Microsoft Excel
The following capabilities are deprecated and will no longer be available starting September 29th, 2023:
- Upload of local workbooks to Power BI workspaces will no longer be allowed.
- Configuring scheduling of refresh and refresh now for Excel files that don’t already have scheduled refresh configured will no longer be allowed.
The following capabilities are deprecated and will no longer be available starting October 31, 2023:
- Scheduled refresh and refresh now for existing Excel files that were previously configured for scheduled refresh will no longer be allowed.
- Local workbooks uploaded to Power BI workspaces will no longer open in Power BI.
After October 31, 2023:
- You can download existing local workbooks from your Power BI workspace.
- You can publish your Excel data model as a Power BI dataset and schedule refresh.
- You can import Excel workbooks from OneDrive and SharePoint Document libraries to view them in Power BI.
If your organization uses these capabilities, see more details in Migrating your Excel workbooks.
With Microsoft Excel 2016 and later, you can publish your Excel workbooks directly to your Power BI workspace. In Power BI, you can create highly interactive reports and dashboards based on your workbook data. You can then share your insights with others in your organization.
When you publish a workbook to Power BI, there are few things to consider:
- You must use the same account to sign in to Office, OneDrive for work or school if your workbooks are saved there, and Power BI.
- You can't publish an empty workbook, or a workbook that doesn't have any Power BI supported content.
- You can't publish encrypted or password protected workbooks, or workbooks with Information Protection Management applied.
- Publishing to Power BI requires modern authentication to be enabled, the default. Otherwise, the Publish option isn't available from the File menu.
- Publishing to Power BI from Excel Desktop isn't supported for sovereign clouds.
Publish your Excel workbook
To publish your Excel workbook to Power BI, in Excel, select File > Publish and select either Upload or Export. The following screenshot shows the two options for how to get your workbook into Power BI:
If you select Upload, you can interact with the workbook just as you would in Excel Online. You can also pin selections from your workbook onto Power BI dashboards, and share your workbook or selected elements through Power BI.
If you select Export, you can export table data and its data model into a Power BI dataset, and use the dataset to create Power BI reports and dashboards.
When you select Publish, you can select the workspace to publish to. If your Excel file is on OneDrive for work or school, you can publish only to your My Workspace. If your Excel file is on a local drive, you can publish to My Workspace or to a shared workspace you can access.
Publish local files
Excel supports publishing local Excel files. Files don't need to be saved to OneDrive for work or school or to SharePoint Online.
You can publish local files only if you're using Excel 2016 or later with a Microsoft 365 subscription. Excel 2016 standalone installations can publish to Power BI, but only when the workbook is saved to OneDrive for work or school or to SharePoint Online.
Once published, the workbook content you publish imports into Power BI, separate from the local file. If you want to update the file in Power BI, you must update the local file and publish the updated version again. Or, you can refresh the data by configuring scheduled refresh on the workbook or dataset in Power BI.
Publish from a standalone Excel installation
When you publish from a standalone Excel installation, you must save the workbook to OneDrive for work or school. Select Save to Cloud and choose a location in OneDrive for work or school.
Once you save your workbook to OneDrive for work or school, when you select Publish, you can use the Upload or Export options to get your workbook into Power BI.
Upload your workbook to Power BI
When you choose the Upload option, your workbook appears in Power BI just as it would in Excel Online. But unlike in Excel Online, you have options to let you pin elements from your worksheets to dashboards.
If you choose Upload, you can't edit your workbook in Power BI. If you need to change the data, you can select Edit, and 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 for work or school.
When you choose Upload, no dataset is created in Power BI. Your workbook appears in your workspace navigation pane under Reports. Workbooks uploaded to Power BI have an Excel icon that identifies them as uploaded Excel workbooks.
Choose the Upload option if you only have data in worksheets, or you have PivotTables and Charts you want to see in Power BI.
Using Upload from Publish to Power BI in Excel is a similar experience to using Upload > OneDrive for Business > Upload in Power BI, and then opening the file in Excel Online from Power BI in your browser.
Export workbook data to Power BI
When you choose the Export option, any supported data in tables and/or a data model are exported into a new dataset in Power BI. You can continue editing your workbook. When you save your changes, they synchronize with the dataset in Power BI, usually within about an hour. If you need more immediate updates, you can select Publish again from Excel to export your changes immediately. Any visualizations in reports and dashboards update too.
Choose the Export option if you used the Get & Transform data or Power Pivot features to load data into a data model.
Using Export is similar to using New > Upload a file > Excel > Import from Power BI in your browser.
When you choose either Upload or Export, Excel signs in to Power BI with your current account and publishes your workbook to your Power BI workspace. You can monitor the status bar in Excel to see publishing progress.
When publishing is complete, you can go to Power BI directly from Excel.