Uploaded September 2023 | Updated September 2026, 3 days ago
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If your boss has ever said, "That Power BI dashboard is great... but can you put it in Excel?" — this video is for you!
Stop wasting time with static CSV exports. In this tutorial, I show you how to combine the best of both worlds by creating a LIVE connection between Power BI and Excel. Your data stays in Power BI, but your reports live in Excel—and all it takes is one click to refresh.
In this video, we cover 4 professional methods:
1️⃣ Starting in Excel: Using "Get Data" to insert a live, refreshable Table.
2️⃣ PivotTable Integration: How to build Excel PivotTables directly from Power BI datasets.
3️⃣ Analyze in Excel: The fastest way to jump from the Power BI Service into a connected Excel workbook.
4️⃣ Export with Live Connection: Using the new "summarized data" feature to keep your Excel rows in sync.
Key Highlights:
✅ How to use the NEW "Insert Table" feature from Power Platform.
✅ Setting up automatic refresh intervals (e.g., every 15 minutes).
✅ Prerequisites: Tenant settings and permissions you need from your IT admin.
🌍 Join 400,000+ professionals in our courses: xelplus.com/courses
00:00 The "Export to Excel" Meme (The Struggle is Real!)
00:46 Method 1: Insert a Live Table starting from Excel
04:51 Method 2: Insert a Connected PivotTable
06:23 Method 3: "Analyze in Excel" from Power BI Service
08:17 Method 4: Export Data with a Live Connection (.xlsx)
10:46 Prerequisites & Admin Settings
11:18 Wrap Up
🎬 LINKS to related videos:
Should You Learn Power Bi? ► youtu.be/7ZMQZ0UUuTs
How To Create these useful Power Bi Visuals that Excel Lacks: ► youtu.be/GpP0EbSMRpg
➡️ Join this channel to get access to perks: youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join
👕☕ Get the Official XelPlus MERCH: xelplus.creator-spring.com
🎓 Not sure which of my Excel courses fits best for you? Take the quiz: xelplus.com/course-quiz
🎥 RESOURCES I recommend: xelplus.com/resources
🚩Let’s connect on social:
Instagram: instagram.com/lgharani
LinkedIn: linkedin.com/company/xelplus
This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!
#Excel #powerbi
👉 Join our popular FREE Power BI QuickStart course today: link.xelplus.com/yt-d-AI-powerbi-freecourse
If your boss has ever said, "That Power BI dashboard is great... but can you put it in Excel?" — this video is for you!
Stop wasting time with static CSV exports. In this tutorial, I show you how to combine the best of both worlds by creating a LIVE connection between Power BI and Excel. Your data stays in Power BI, but your reports live in Excel—and all it takes is one click to refresh.
In this video, we cover 4 professional methods:
1️⃣ Starting in Excel: Using "Get Data" to insert a live, refreshable Table.
2️⃣ PivotTable Integration: How to build Excel PivotTables directly from Power BI datasets.
3️⃣ Analyze in Excel: The fastest way to jump from the Power BI Service into a connected Excel workbook.
4️⃣ Export with Live Connection: Using the new "summarized data" feature to keep your Excel rows in sync.
Key Highlights:
✅ How to use the NEW "Insert Table" feature from Power Platform.
✅ Setting up automatic refresh intervals (e.g., every 15 minutes).
✅ Prerequisites: Tenant settings and permissions you need from your IT admin.
🌍 Join 400,000+ professionals in our courses: xelplus.com/courses
00:00 The "Export to Excel" Meme (The Struggle is Real!)
00:46 Method 1: Insert a Live Table starting from Excel
04:51 Method 2: Insert a Connected PivotTable
06:23 Method 3: "Analyze in Excel" from Power BI Service
08:17 Method 4: Export Data with a Live Connection (.xlsx)
10:46 Prerequisites & Admin Settings
11:18 Wrap Up
🎬 LINKS to related videos:
Should You Learn Power Bi? ► youtu.be/7ZMQZ0UUuTs
How To Create these useful Power Bi Visuals that Excel Lacks: ► youtu.be/GpP0EbSMRpg
➡️ Join this channel to get access to perks: youtube.com/channel/UCJtUOos_MwJa_Ewii-R3cJA/join
👕☕ Get the Official XelPlus MERCH: xelplus.creator-spring.com
🎓 Not sure which of my Excel courses fits best for you? Take the quiz: xelplus.com/course-quiz
🎥 RESOURCES I recommend: xelplus.com/resources
🚩Let’s connect on social:
Instagram: instagram.com/lgharani
LinkedIn: linkedin.com/company/xelplus
This description contains affiliate links, which means at no additional cost to you, we will receive a small commission if you make a purchase using the links. This helps support the channel and allows us to continue to make videos like this. Thank you for your support!
#Excel #powerbi
