Start in Excel to connect to Power BI datasets

From a new Excel workbook, you can connect to Power BI datasets that have been shared with you, in either Excel for the web or the Excel desktop app. See the Prerequisites section of Connect Excel to Power BI datasets before you get started.

Enable connected experiences

To see the From Power BI option under Get Data in the Excel Data ribbon, you must enable connected experiences in Excel.

  1. In Excel, select File > Options > Trust Center > Trust Center Settings.

    Select Trust Center Settings.

  2. Select Privacy Options > Privacy Settings.

    Select Privacy settings.

  3. Select Turn on optional connected experiences.

    Select Turn on optional connected experiences.

  4. Select OK > OK > OK.

Connect to a Power BI dataset

  1. In Excel, on the Insert ribbon, select PivotTable > From Power BI.

    Select PivotTable from Power BI.

    You can also connect to Power BI datasets from the Data ribbon. Select Get Data > From Power BI.

    Select Get data from Power BI.

  2. The datasets you have access to show up in the task pane on the right side of the screen. You see details such as the dataset name, workspace, owner of the dataset/report, and the sensitivity label applied to the dataset.

    Select a dataset from the list.

  3. Select the dataset you want and start creating reports and visualizations in the Excel grid.

Considerations and limitations

In general, you can connect to Power BI datasets from Excel if you meet the following conditions:

  • Power BI license: If the dataset is in a Premium workspace or in My workspace, you only need a free Power BI license. However, if the dataset is in any other workspace, then you need a Power BI Pro or Premium Per User (PPU) license. Learn more about Power BI license types and capabilities.

  • Build permissions: To build reports on Power BI datasets from Excel, you need build permissions to the dataset. Read about Build permission for shared datasets.

  • Office SKU or Web Plan: You can only connect to Power BI datasets from Excel desktop or Excel for the web depending on your Office SKUs or Office for the web plans.

    Excel desktop app: You can only connect to Power BI datasets from the Excel desktop app with specific Office SKUs. If your SKU doesn’t support this feature, you don’t see the Get Data menu option in the Excel desktop app. Check the Office release notes to learn if your SKU supports connecting to Power BI datasets depending on your primary update channel:

    Excel for the web: You can connect to datasets in Excel for the web depending on your organization's Office for the web plan.

    Analysis Services: If a Power BI dataset has a live connection to Azure Analysis Services or SQL Server Analysis Services, you can't connect to that dataset or refresh an existing Excel workbook with that connection in Excel for the web.

See the Prerequisites section of Connect Excel to Power BI datasets for other requirements when connecting to Power BI data in Excel.

Next steps

For more information about getting data into Excel, see Create a PivotTable from Power BI datasets in the Excel documentation.

You can also access featured tables in Excel, in the Data Types gallery. To learn more about featured tables and how to access them, see Access Power BI featured tables in Excel (preview). You can also read about using Excel data types from Power BI in the Excel documentation.