If your workbook has any Power View sheets, those will appear in your Power BI site under Reports. What really happens is a new dataset is created in Power BI and data and the data model (if any) from the workbook are loaded into the dataset. Your file will actually remain on your local drive, so the whole file isn’t really imported into Power BI. Local - If you save your workbook file to a local drive on your computer or another location in your organization, from Power BI you can load your file into Power BI. Where your workbook file is saved makes a difference This video might use earlier versions of Power BI Desktop or the Power BI service.
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Watch this helpful video to learn more about how to make sure your Excel workbooks are ready for Power BI. Marking data as specific data types in Excel will improve the Power BI experience. Power BI supports the following data types: Whole Number, Decimal Number, Currency, Date, True/False, Text. How your PowerView sheets and PivotTables and charts appear, or not appear, in Power BI depends on where your workbook file is saved and how you choose to get it into Power BI. Workbooks with Power View sheets, PivotTables and charts To learn more, see Data refresh in Power BI. Any visualizations in reports and tiles in dashboards based on data from that data source are updated automatically. You’ll no longer need to refresh manually from the Data ribbon in Excel. You can also setup Scheduled Refresh to automatically connect right to the data source and get updates. If you use Excel to connect to an external data source, once your workbook is in Power BI, you can create reports and dashboards based on data from that connected data source. Workbooks with connections to external data sources For example, a user who logs in to Power BI using a account cannot share an Excel workbook with a user who logs in using a Power BI login account from. Workbooks with data models cannot be shared across Power BI tenants. Power BI supports all data model properties such as relationships, measures, hierarchies, and KPIs. Workbooks can contain a data model with one or more tables of data loaded into it by using linked tables, Power Query (Get & Transform in Excel 2016), or Power Pivot. This way, when creating reports in Power BI, you’ll see named tables and columns in the Fields pane, making it much easier to visualize your data. If your workbook has simple worksheets with ranges of data, to get the most out of your data in Power BI, be sure to format those ranges as tables. Some features described in this article are only available in later versions of Excel. Power BI supports importing or connecting to workbooks created in Excel 2007 and later. What types of workbooks does Power BI support? It’s also one of the most common ways to get your data into Power BI. Microsoft Excel is one of the most widely used business applications around.
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