Extracting Data from Power BI into Excel

Ever felt lost in Power BI data? I did too, until I learned to extract it to Excel. It changed everything! Now, my monthly reports take just 5 hours instead of 10. Our guide shows you how.

Ready to simplify your workflow? Let's dive in!

1. Extracting Data from
Power BI into Excel
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2. Different Ways to Export Power BI Data
4 Key Methods:
Export from
Dashboards (Quick
Summarized Data)
Export from
Reports
(Detailed Data)
Copy Tables
(Manual Data
Extraction)
Analyze in
Excel (Live Data
Connection)
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Exporting from Power BI Dashboard
❖Best for: Quick, summarized
insights.
❑How to export:
•Select a visual → Click “More
Options” (Three Dots) → Choose
“Export Data”.
•Available formats: .CSV & .XLSX
(Summarized data only).
Not ideal for:
Full, raw dataset exports.

4. Exporting from Power BI Dashboard
❖Best for: More detailed data extraction
❑How to export:
•Open a Power BI Report → Click on a
visualization → Select “Export Data”.
•Allows both summarized & underlying
data
(if permissions allow).
Watch out for:
Some reports limit row
counts —large datasets
might get truncated.
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5. Copying Power BI Tables into Excel
❖Best for: Quick manual data extraction.
❑How to export:
•Open Power BI Desktop → Go to Data View
→ Right-click on a table → Select “Copy
Table”.
•Paste into Excel for immediate use.
Downside:
No real-time
connection—data won’t
update automatically.
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6. Analyze in Excel Feature
❖Best for: Live, interactive data analysis.
❑How to connect Power BI to Excel:
•Go to Power BI Service → Select
dataset/report.
•Click “Analyze in Excel” → Download
the ODC file → Open in Excel.
•Use PivotTables & Excel formulas for
real-time data.
Downside:
Requires Power BI Pro or
Premium.
Some IT policies may restrict
live connections.
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7. Choosing the Right Export Method
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Method Best For Limitations
Dashboard Export High-level trends Summarized data only
Report Export Detailed analysis Row limits may apply
Copy Table Quick one-time use No real-time updates
Analyze in Excel Live data & pivot analysisRequires Pro/Premium
Pro Tip:
•If you need real-time data, go for Analyze in Excel.
•For quick, static exports, use Dashboard or Report Export.

8. Author
Kapil Panchal
A passionate Technical writer and an SEO freak
working as a Content Development Manager at iFour
Technolab, USA. With extensive experience in IT,
Services, and Product sectors, I relish writing about
technology and love sharing exceptional insights on
various platforms. I believe in constant learning and
am passionate about being better every day.
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9. Get In Touch
Need Data automation?
Connect with iFour Today.
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[email protected]
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