If you have Microsoft Excel 2016 and later, then you would be able to publish Excel workbooks directly to your Power BI workspace and app.


A few things to consider when you are publishing a workbook to Power BI: 

  • The account you use to sign in to Office, OneDrive for Business (if using workbooks saved there), and Power BI must be the same account.
  • You cannot publish an empty workbook, or a workbook that doesn’t have any Power BI supported content.
  • You cannot publish encrypted or password protected workbooks, or workbooks with Information Protection Management.


1. To publish your Excel workbook. In Excel, select File > Publish, 




2. Then select the workspace to which you want to publish. If your Excel file resides on a local drive, you can publish to My Workspace or a shared worksapce to which you have access. However, if your Excel file resides on a OneDrive for Business, you can only publish to your My Workspace. 

Screenshot shows Publish to Power B I with My Workspace selected. 


3. Then you have two options on how to get your workbook into Power BI: either Upload or Export. 

      - Upload: if you upload your workbook, you can interact with the workbook just as you would interact using Excel Online. 

      - Export: you can export table data and its data model into a Power BI dataset, which you can then use to create reports and dashboards.

 



If you have more questions., please ask Grace Wei or Poornachandra Rao.