How to Take Advantage of Power BI and Excel Integration with a Few Clicks

by | March 29, 2018 | Power Platform

One of the great things about Microsoft is the strong integration between its products. An example of this is the Power BI and Excel integration. Some of the features of this integration are saving snapshots of PivotTables, charts, cell ranges, and more, from your Excel spreadsheets to a Power BI web dashboard in just a few clicks.

In this example, I already created a basic Inventory Analysis dashboard with two Power BI visuals that display units in, units out, safety stock, and reorder point levels. We also want to inventory where there was no activity.

Existing Dashboard

Existing dashboard

Instead of creating a list of the inventory in Power BI, we have an extract from our ERP that already contains the data in Excel. We’ll bring that into this Power BI dashboard. Below is a screenshot of the Excel file. Notice there is a Power BI icon in the tab area on top. You’ll have to download Microsoft Power BI publisher for Excel for Excel content to be placed in the dashboard.

Power BI publisher for Excel

In Excel, highlight the table you want to bring in to Power BI and click on the Pin icon to connect to Power BI. After you are signed in, we can select a workspace and dashboard where we want to pin our report. We’ll select Existing Dashboard and Inventory Analysis.

Inventory analysis

If you go back to your dashboard in Power BI, you’ll notice the Excel table is under the two charts.

Excel table

You can also report off Power BI data sets in Excel. In this example, I brought in the March Madness data set I used for the March Madness 2018 dashboard. All you have to do is click on Connect Data and select the data set you want to bring in Excel. This creates a pivot table in Excel and where we can start creating our report using a Power BI dataset.

Connect data

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

june

02jun2:00 pm2:30 pmBusiness Intelligence for Batch Manufacturers

16jun10:00 am10:30 amHow AP automation can speed up month-end close in D365 Finance

17jun11:00 am12:00 pmConfab Live with Stoneridge – Real Time Marketing Strategies for Success

23jun10:00 am10:30 amThe Modern Manufacturer: Cost Accounting in D365

30jun10:00 am10:30 amAP Automation Checklist for a 2022 Rebound

30jun2:00 pm2:30 pmAchieving Success: How Technology Is Helping Nonprofits Thrive

july

01jul11:00 am12:00 pmConfab Live with Stoneridge – Dataverse Virtual Entities

14jul12:00 pm12:30 pmBeyond Reporting - What Business Intelligence Can Do For Your Agribusiness

15jul11:00 am12:00 pmConfab Live with Stoneridge – Integration Strategies for End User Success

21jul10:00 am10:30 amThe Modern Manufacturer: Manufacturing Software in the Real World

21jul12:00 pm1:00 pmIs it Worth it to Upgrade to Dynamics 365 Finance and Supply Chain Management? - Everything AX Users Need to Consider

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X