Watch Will demonstrate several ways to import data from, and connect to, Excel workbooks. Then follow the step-by-step instructions below the video to try it out yourself using the Financial sample.
When you choose Connect, your workbook will appear in Power BI just like it would in Excel Online. But, unlike Excel Online, you’ll have some great features to help you pin elements from your worksheets right to your dashboards.
You can’t edit your workbook in Power BI. But if you need to make some changes, you can select the pencil icon from the Workbooks tab of your workspace, 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.
Upload your workbook to your OneDrive for Business.
From Power BI, connect to that workbook.
In Power BI, the workbook is added to the Workbooks tab of your workspace. The icon indicates this is an Excel workbook and the yellow asterisk indicates it's new.
Open the workbook in Power BI by selecting the report name.
Changes you make to the workbook in Power BI are not saved and do not affect the original workbook on OneDrive for Business. If you sort, filter, or change values in Power BI, those changes cannot be saved or pinned. To update the workbook, select the pencil icon to open it in Excel Online. Changes to the workbook in Excel Online may take a few minutes to be updated in the tiles.
One way to add a new dashboard tile is from within an Excel workbook in Power BI. Ranges can be pinned from Excel workbooks that have been saved in your OneDrive for Business or another group-shared document library. The ranges can contain data, charts, tables, PivotTables, PivotCharts, and other Excel parts.
Highlight the cells that you'd like to pin to a dashboard.
Select the pin icon.
Pin the tile to an existing dashboard or to a new dashboard.
A Success message (near the top right corner) lets you know the range was added, as a tile, to your dashboard. Select View dashboard.
From here you can rename, resize, link, and move the pinned visualization. Selecting the pinned tile opens the workbook in Power BI.
To pin a table or pivot table, select the entire range of the table.
Follow steps 2-4 above.
A tile created from a table or pivot table will show the entire table. If you add/remove/filter rows or columns in the original workbook, they will also be added/removed/filtered in the tile.
Selecting a workbook tile opens the linked workbook in Power BI. Since the workbook file is located on the owner’s OneDrive for Business, viewing the workbook requires you have Read permissions for the workbook. If you do not have permission to view the file, you will receive an error message.
Unsupported features: Power BI uses Excel Services to retrieve the workbook tiles. Therefore, since some features from Excel Desktop are not supported in Excel Services REST API, they will not be seen on tiles in Power BI. For example: Sparklines, icon set conditional formatting, time slicers. For a full list of unsupported features see Unsupported Features in Excel Services REST API
More questions? Try the Power BI Community