I have a page on PowerBI that I did not develop, but I can download data straight to excel. This data needs to be filtered on PBI first before anything, as it contains sensitive information that I will be eventually sending to an external partner. What I want to be able to do is download this report to excel one time and create pivot tables, with all of the necessary filters added, and be able to just click refresh on the excel file and have it update (PBI file currently updates daily). My end goal is to send this information to a vendor and all I will need to do is hit refresh so that I may send to them. I am lost on how to do this, so if anybody can help I will greatly appreciate it!
Analyze in Excel is exactly the way to go. Find more information here: https://learn.microsoft.com/en-us/power-bi/collaborate-share/service-analyze-in-excel
You'll get a live connection to your Power BI dataset and you can use pivot tables to filter the data to your needs. And for sure the data is updated when you hit the refresh button.
To play it save you could finally remove the data connection from the workbook so that the data is frozen and there is no access to sensitive information.
See also my answer here regarding common Analyze in Excel pitfalls:
Power BI Exporting data to a excel/csv
Related
I aplogize beforehand if this questions turns out to be not specific enough. The issue is as following:
I have an excel file in which there are several sheets with lots of calculations (mostly financials). I have access to the same database from where raw excel file was downloaded. Now I want to repreduce the calculations and executive summary using Power BI getting the data from database directly (most likely using Direct Query mode). But I am not sure how should go about it? Should/can I use the existing Excel file to somehow copy the work that has been already done and just change the source to database? Or will I have to do it all over again? One main point when considering the above questions is whether Power BI will be able to do all the complex calculations done in Excel previously?
Via search I came accross to a few videos where they say we can upload Excel file into Power BI and then apply the same tables from database and finally using Advanced Editor change Excel tables sources to database. But thing is that database doesn't have the kind of tables I have in Excel (lots of changes and calculations are applied to the raw data that was downloaded from database). So I am not sure how this method can work.
Currently, I'm connecting Jotform to Google sheets where information with the submissions are uploaded. We primarily use excel for the bulk of our operations and would like to connect the submissions uploaded from google sheets to excel. I can use import data from web which excel offers but it more so just copies the entire table even if you delete some rows on excel.
I want to do something similar to what zapier offers where the connection is not just a copy of the entire table and it only uploads new rows uploaded to google sheets onto excel and refreshes frequently.
Is there a way I can do this? My best bet is to use Google sheets API's? But i'm not sure where to get started.
What are "new" submissions? Excel need to know that.
You can directly import the data from jotform to Excel, no need to do it via google sheets.
Yes, even then all submissions are downloaded, that will always be the case. But not all need to be displayed. You can choose in and with Power Query what shall remain and loaded to Excel.
If you don't use a date for what you consider new, you have to store all old data in Excel as well, so Excel can see whether a submission is already downloaded before or not. You could load all data to the Data Model, where it uses very little space.
You need to learn PowerQuery for this. It is very worth it, because with little learning you can do a lot of fantastic things to your submissions and other data.
I am asked to make a table in DataGrip with the data from excel spreadsheet file being made and updated in Power Automate. I did not make the flow in Power Automate so I have no experience with this. Here is the current flow in Power Automate. As you can see the data in the excel spreadsheet is created by emails being received with data. Here is what the tables look like in Data Grip I usually pull from look like. I just want to add another table here with the data on the excel sheet. The location of the excel sheet is in our company share point. There you can open it, and see that a row of data is being added every time a new email comes in. So basically just want a new table in DataGrip that is simultaneously having a a row of data being added every time a new email comes in. PLEASE HELP, thank you!
I honestly have not tried much because I have no experience in this. Just watching YouTube videos right now.
I've created a report that uses SSAS to create a Pivot table. I have to authenticate with username/password when I refresh it. Once it's refreshed I want to send it to someone else.
However when they open it they can't drill down in the Pivot table because it asks them to authenticate as well.
I can't remove the connection from the file because then you don't have the data for the Pivot so it doesn't let you drill down either.
Is there a way to work around that, to make the Pivot table available for use (to drill down, no need to change the fields) to the other person?
If you want to provide a self-contained Excel file with the detail data to support an interactive PivotTable then please look at Power Pivot. In newer versions of Excel it is called the Excel Data Model. You load the model with detail data, define your calculations and relationships between tables. The data is compressed and stored in the Excel file so except during refresh from your relational source (which you could do before sending the Excel file) the user doesn’t need any access to servers.
You will have to rebuild the data model in Power Pivot. If your SSAS model is a Tabular model then the concepts should be pretty similar.
I have created a continually updating excel table, with stocks information.
The information changes each time i press refresh in excel.
I plan to use this information in access, however i don't know how to ensure the data in an access table is always the same as in excel.
How do i update the access table to hold the same data as the excel table currently has?
i am a very inexperienced programmer, so apologies.
do i have to save the excel document as an array ?
I have tried copying and pasting a new table each time i need it updated, but this is obviously hugely inefficient.
High regards!
The short answer is that yes it can be done, and automatically. The following very good link from Microsoft shows you have to do this.
Move data from Excel to access
There's no "short answer" but as stated in the article "Connection information is stored in the workbook and can also be stored in a connection file, such as an Office Data Connection (ODC) file (.odc file name extension) or a Data Source Name file (.dsn extension)."
So what you want to do is setup that connection based on the information provided in that link and subsequent links. Good luck!