With Microsoft Power BI publisher for Excel, you can take snapshots of your most important insights in Excel, like PivotTables, charts, and ranges and pin them to dashboards in Power BI.
What can you pin? Just about anything in an Excel worksheet. You can select a range of cells from a simple sheet or table, a PivotTable or PivotChart, illustrations and images, text.
What you can't pin: you cannot pin 3D Maps or visualizations in Power View sheets. There are also some elements you can pin, but it wouldn't make much sense to, like a Slicer or Timeline filter.
When you pin an element from Excel, a new tile is added to a new or existing dashboard in Power BI. The new tile is a snapshot, so it's not dynamic but you can still update it. For example, if you make a change to a PivotTable or chart you've already pinned, the dashboard tile in Power BI isn't updated automatically, but you can still update your pinned elements by using Pin Manager. You'll learn more about Pin Manager in the following sections.
Power BI publisher for Excel is an add-in you can download and install on desktop versions of Microsoft Excel 2007 and later.
Once you have the publisher installed, you'll see a new Power BI ribbon in Excel, where you can sign in (or sign out) of Power BI, pin elements to dashboards, and manage elements you've already pinned.
The Power BI publisher for Excel add-in is enabled by default, but if for some reason you don't see the Power BI ribbon tab in Excel, you'll need to enable it. Click File > Options > Add-ins > COM Add-ins. Select Microsoft Power BI Publisher for Excel.
You can select any range of cells from your worksheet, and pin a snapshot of that range to an existing or a new dashboard in Power BI. You can pin the same snapshot to multiple dashboards, too.
To begin, you need to make sure you're signed in to Power BI.
Select Profile from the Power BI ribbon tab in Excel. If you're already signed in to Power BI, you'll see a dialog that shows which account you're currently signed in with. If that's the account you want to use, great - go to the next set of steps to pin your range. Select Sign out if you want to use a different Power BI account. If you're not signed in, go to the next step (Step 2).
If you're not signed in, select the Sign In link that appears when you select Profile from the Power BI ribbon tab in Excel, in the Connect to Power BI dialog type in the email address of the Power BI account you want to use, then select Sign In.
Once you're signed in, follow these steps to pin a range to a dashboard:
In Pin to dashboard, select an existing dashboard in the workspace or create a new one, and then click the Ok button.
Just click on the chart, and then click Pin .
With Pin Manager, you can update (refresh) a pinned element's associated tile in Power BI. You can also remove the pin between an element you've already pinned to dashboards in Power BI.
To update tiles in your dashboard, in Pin Manager select one or more elements and then select Update.
To remove the mapping between a pinned element in Excel and the associated tile in a dashboard, remove Remove. When you select Remove, you're not removing the element from your worksheet in Excel or deleting the associated tile in the dashboard. You are removing the pin, or mapping, between them. The removed element will no longer appear in Pin Manager. If you pin the element again, it will appear as a new tile.
To remove a pinned element (a tile) from a dashboard, you'll need to do that in Power BI. In the tile you want to delete, select the Open menu icon and then select Delete tile .
Beginning with the July 2016 release of Power BI publisher for Excel (including the current release, linked to above), you can connect directly to data in the Power BI service and analyze that data in Excel using PivotTables and PivotCharts. This features makes it easy to use Power BI data and Excel together to analyze data that's most important to you.
Improvements include the following:
To connect to Power BI data using Power BI publisher for Excel, follow these easy steps:
Make sure you're signed in to Power BI. The steps describing how to sign in (or to sign in with a different account) are provided earlier in this article.
Once you're signed in to Power BI with the account you want to use, select Connect to Data from the Power BI ribbon tab in Excel.
Excel connects to Power BI using an HTTPS connection and presents the Connect to data in Power BI dialog, where you can select the workspace from which you want to select your data (1, in the image below), which type of data you want to connect to, either a report or a dataset (2), and a drop down (3) that allows you to select which available report or dataset to which to connect.
When you make your choices and select Connect from the Connect to data in Power BI dialog, Excel prepares a PivotTable and displays the PivotTable Fields pane, where you can select fields from your connected Power BI data, and create tables or charts that help you analyze the data.
If you don't have any data in Power BI, Excel detects that and offers to create sample data for you to connect to and try.
There are a few things to consider in this release of Power BI publisher for Excel:
Once you've created compelling charts or other visuals such as a range of data, you can easily pin those to a dashboard in Power BI, as described earlier in this article.
There are many ways to use Excel and Power BI together, and get the best out of both. Take a look at the following articles for more information.