Import Data from Excel to Power BI

Import Data from Excel to Power BI

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It is likely that you have used Microsoft Excel to create or view reports or to build pie charts or other visuals. Importing your Excel data into Power BI is a straightforward process. In this article, you will see how to bring Excel workbooks into Power BI. You will also learn:

Import an Excel workbook file that contains a simple table from a local drive into Power BI

-Exploring that table's data in Power BI by creating a report.

This page covers, "Import data from Excel".

Import from a local drive

Power BI makes it easy to import files, regardless of where they are stored. In Power BI, you can go to Get Data > Files > Local File to select the Excel file that you want to import.

Three screenshots showing the Get Data, Get, and the Local file buttons.

After you click Local file, you have two options. You can import Excel data into Power BI, or you can upload your Excel file to Power BI.

  • Importing Excel data into Power BI will connect to the data in your workbook so you can create Power BI reports and dashboards. This is the best option if you want to use the data in your Excel workbook to create interactive visualizations.

  • Uploading your Excel file to Power BI will bring your Excel file into Power BI so you can view and interact with it as you would in Excel Online. This is the best option if you want to be able to edit your Excel file in Power BI.

  • Screenshot of import or upload window.

Create Reports

After your workbook's data has been imported, a dataset is created in Power BI and it will appear under Datasets.

Screenshot of the My Workspace, Datasets window.

Now, you can start exploring your data by creating reports and dashboards. To create a report, select the (...) icon next to the dataset and then select Create Report. This will create a new blank report canvas. On the right-hand side, under Fields, are your tables and columns. Select the fields that you want to use to create a new visualization on the canvas.

Screenshot of the Fields pane and the Report view canvas.

Once you have created a visualization, you can change the type of visualization and apply filters and other properties under Visualizations. You can also import data from Excel's advanced BI features like Power Query, Power Pivot, or Power View into Power BI.

SWETA SARANGI

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