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Importing Excel workbooks into Power BI

August 12, 2020

Microsoft Excel
remains a vital tool for organisations and essential for reporting, calculating and sharing data. However with Business Intelligence and data analysis becoming increasingly valuable, it’s important that Excel spreadsheets are integrated into a business analysis tool like Power BI so that organisations can visualise and interpret their data more effectively. Not only can you can you capture the raw data from the spreadsheet but Power BI can also capture Power Pivot tables, Power View visualisations and Power Queries.

With Power BI Desktop, importing Excel spreadsheets is easy. Power BI automatically creates reports and visualisations of the data contained in the workbook. Once your data has been imported, you can then continue to improve your reports and visualisations using the existing features within Power BI.

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This blog will look at how to import an Excel workbook into Power BI.

1. In Power BI, click FileImport > Power Query, Power Pivot, Power View.

2. From the Open window, select an Excel workbook to import. (the larger the file the longer it will take for Power BI to import and analyse)

3. From the import dialog box that appears, select Start.

Power BI will analyse the workbook and convert it to a Power BI Desktop file. This can then be used with no requirement for the original Excel file. It can be saved, edited and shared without affecting the original workbook.

After the import has finished Power BI will display a summary page that outline which items were converted and if there were any errors in the upload.


4. Select Close.

Power BI Desktop loads a report based on the workbook contents, which you can continue to edit, create new visualisations, add data or create new reports.

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It is the 1st time that I use Power BI and at the end of the training session I have gained a good knowledge. Ken was organised and helpful. -Power BI Beginner Canberra
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Very helpful and easy to understand. -Excel Advanced Perth
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Thank you Michael. You are Very supportive, I hope with your little help I will be able to put my BI training to real use Best Regards, -Power BI DAX Sydney
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A great course - covered a lot & Michael is very knowledgeable & patient! -Power BI DAX Sydney
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Lot of content, Michael was easy to follow and very helpful. I have lots to take back to work an d practice. I note that we didn't go through the book as it is laid out and there are probably a lot of exercises that we didn't get time to do. I expect that this will need to be done in our own time later. I think this course can be stretched over 2 days. -Power BI DAX Sydney
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Very useful course and excellent tutor. Keen to know more about DAX Studio. -Power BI DAX Sydney
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Great trainer, really engaging which is difficult in a virtual environment. Covered a lot in one day, and looking forward to the next course. -Power BI Beginner Adelaide
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Jagg explained everything clearly and in a very logical order which helped with understanding the intricacies and end result of the package. He handled the hybrid teaching environment (online and face to face) very well. -Power BI Beginner Adelaide
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Well paced, easy to follow, engaging presentation -Power BI Beginner Adelaide
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A great foundation for an introduction to Power BI. -Power BI Beginner Adelaide
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This course was very informative for someone who is very familiar with Excel and self-taught but wanting to fill in the gaps and expand their knowledge even more. Steven was a brilliant trainer - he spoke clearly and slowly (which really helps when doing this course online) and made sure that everyone in the session was following each step. And his virtual chocolate frogs were much appreciated! Thank you so much! -Excel Advanced Brisbane
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Good Introduction to advance features, would like to extend to the next level which is probably more aligned to the specialist courses. Key Goals achieved - 7 efficiency options in modelling identified. -Excel Advanced Brisbane
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Stephen was easy to follow and doing it on line was a great experience. -Excel Advanced Brisbane
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Steven was a fantastic teacher - explained things clearly and checked in. His also took the time to find out what we do for work and try to tailor what we focused on based on those needs or highlight when what we were learning may be especialy applicable to certain people. The course is great with the resources to play with - i got a lot out of it Virutal chocolate frogs for Steven! -Excel Advanced Brisbane
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