Most people love to work with numbers and Pivot Tables reports in Excel, but did you know that you could pin your Pivot Tables, charts and cell ranges to a Power BI dashboard?
I’ll show you how.
After you have downloaded and installed the add-in you should have a new tab on the ribbon menu of Excel:
If not, then you have to active the COM add-in from the Add-in menu under options. Follow this step by step guide to activate the Add-in:
2.On the Excel Options windows go to “Add-ins” and under “Manage” select “COM Add-ins”, and hit “Go…”
3. Tick the checkbox for Power BI Publisher and hit OK. You should now see the new Power BI tab on the ribbon menu.
Ok, so we should now have our Power BI tab ready. First of all, we have to sign into our Power BI account. SO head click the profile button on the ribbon and sign in.
So what are the available options in this add-in? We can pin our charts, Pivot Tables and cell ranges, but we can also connect to existing datasets already published to Power BI.com which is pretty cool. That means that we are able to report on data without having to connect to a source (OLAP cube, SQL database e.g.).
2. We are then faced with a dialog box to select which dashboard we want to pin the chart or range to. We can also create a new dashboard from Excel (I created a new dashboard in my example):
3. My new dashboard is created on PowerBI.com and I can see my newly pinned visual:
4. So what the Power BI Publisher does is that it imports an image of the visual that you pinned. So no interactive functionality is available. We can change some of the formatting for the tile though. Press the three dots in the top right corner of the visual and select click the icon that looks like a pencil, the Tile details pane will open.
To update your tiles go to “Pin Manager” on the Power BI ribbon in Excel and select the element you want to refresh and hit update. This will update the visual in Power BI:
As I mentioned earlier it is possible to connect to datasets present in Power BI through the add-in (It is only possible to connect to the dataset that you have published to Power BI. Reports and datasets that has been shared with you is currently not possible to connect to). To connect to the datasets follow these steps:
2. Excel will open a new sheet and insert a PivotTable. You can now freely select the fields you want to report on from the dataset you just connected to. Very cool!
There are some limitations to using the “Connect to data” functionality. You can read more about them in the end of this article.
Any questions or comments, let me know.