#114 How to get and publish excel spreadsheet data in Power BI

We'll walk through the techniques

Get the data from an Excel workbook:

1. Go to the Home tab in Power BI Desktop.
2. Select "Get Data" and choose "Excel Workbook".
3. Navigate to the desired Excel file location and select it.

Transform data in

1. In Power BI Desktop, go to the "Home" tab and select "Query Editor."
2. In Query Editor (Power Query), you can apply various transformations to your data.
3. Sample M code in the Query Editor:

Let
    Source = Excel.Workbook(File.Contents("C:PathToYourFile.xlsx"), null, true),
    Spreadsheet = Source{[Item="Sheet1"]}[Source],
    promoteheaders = Table.PromoteHeaders(spreadsheet, [PromoteAllScalars=true]),
    OtherTransformations = ... // Other transformations you can apply
In fashion
    OtherTransformations

Add visuals to the report:

1. After loading the data, go to the "Visualizations" tab.
2. Select the type of visual you want (for example, "Card" or "Line Chart").
3. Drag the relevant fields to the appropriate areas in the visual.

report in Power BI Service:

1. In Power BI Desktop, go to the "Home" tab and select "Publish."
2. Choose your workspace and publish the report.

report visuals:

1. In Power BI Desktop, you can click "Refresh" on the "Home" tab to refresh the data.
2. In Power BI Service, data can be configured for automatic refresh.

Ensure dataset refresh in the cloud (Power BI Gateway):

1. Install and configure Power BI Gateway in your on-premises environment.
2. In Power BI Desktop, when you publish the report, you can configure refresh options using Power BI Gateway.

Dataset):

1. In the Power BI Service, go to the dataset you want.
2. From the menu, choose "Update Now" to force an immediate update.

These are general steps, and the user interface may have slight variations depending on the specific version of Power BI you're using.