Free cookie consent management tool by TermsFeed Policy Generator
  • PowerBI Video
  •    12 page views
  •   1214 video views
  • 2024, May 09, Thursday

How to get and publish excel sheet data in Power BI

Apresentamos nesse vídeo como obter os dados de planilha excel e publicar o relatório no Power BI, garantindo a atualização do conjunto de dados da nuvem seja executada a partir dos dados no computador local.

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

Power Query:
  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.
Save and Publish

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.
Refresh

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.
Refresh dataset (Power BI

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.

This content contains
  • Content Video
  • Language Portuguese
  • Duration 14m 19s
  • Subtitles Sim

  • Reading time 1 min 34 seg

avatar
Fabio Santos

Data Scientist and Consultant for Digital and Analytics Solutions


  • Share

Youtube Channel

@fabioms

Subscribe now