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Excel To Power BI

Robert Sheldon shows how to import Excel data into Power BI:

We have two basic approaches for bringing Excel data into Power BI Desktop: the Get Data process and the import process. For the most part, we’ll use the Get Data process to bring in spreadsheets and use the import process to pull in the non-spreadsheet components.

Where things get a little tricky is if we have a spreadsheet table based on a query. (No doubt there are other tricky areas that I’ve yet to discover.) You can use the import process to bring in the query, in which case you have to take the extra steps of creating and populating your table, or you can use the Get Data process to bring in either the table or query. If the query exists without as associated spreadsheet table, your only option is to import the Excel file.

There’s a pretty good chance that you’ve got important Excel spreadsheets somewhere in the organization, making this a valuable article.