In this video, you can learn how to publish an entire workbook, or just parts of workbook (table data), to Power BI directly from within Excel 2019 so you can create and share rich visual reports and dashboards.
- [Instructor] If you have a Microsoft Power BI account and use it to create and share rich visual reports and dashboards you'll be happy to learn that you can now send your Excel workbook data right to Power BI from within Excel 2019. I'm gonna continue to work with the data I have. An entire workbook can be exported to Power BI or table data within. For example, if I wanted to select this table and export it to Power BI, we can do that too. All you do is go up to File and then Publish.
Now from here, if you don't already have your Power BI account set up, you'll have links and prompts here to do so. You can even sign in with other accounts if you don't want to be signed in with your current account. So if you already have an account, you can sign in from here. If you don't, you can set it up from here. I'm already set up so I don't see those links. Next you'll select where you'd like to publish to in Power BI so you might have your own workspace and clicking this drop-down will show you any other spaces you've created.
That's all I have right now. So we can upload our workbook to Power BI and that way we can interact with it, just as we would in a browser using Excel Online. Pinning selections from our workbook to Power BI dashboards, we can share our workbook or parts of it through the Power BI option and down below, if you prefer to export workbook data, not the entire workbook, you can do that too. It has to be table data and data model information into a Power BI dataset.
Once it's in there, you can create reports and dashboards from that dataset. Let's go to Export. (computer dinging) So you must save the file before you can publish it. If you haven't, you'll be prompted to do so. Do you want to save the file now and publish? Clicking Yes will save your changes and take you directly to publishing to Power BI. You can see it busy down below here on the status bar. Now you can see I have this message across the top that it was exported successfully. I can continue to work on my workbook here in Excel or if I'm ready to go to Power BI, click this button to do so.
It's gonna launch your browser and take you directly to your workspace where you just exported that data. Now Power BI is an entire course unto its own but as you can see, my data's coming in here to Power BI where I can start to work with it now creating those rich visuals and dashboards if I wanted to. I'm gonna use Alt-Tab to switch back to Excel and close up this message at the top. So before you were able to export directly to Power BI, it was something you had to do manually from the Power BI end and now we can do it directly from within Microsoft Excel.
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