Tag Archives: Excel

Exporting Data from Power BI Desktop to Excel and CSV – Part 2: Importing Power BI Data to Excel Directly

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In my previous post I explained how to copy and paste data from Power BI Desktop into Excel or CSV. I also explained how easy you can export Power BI Desktop data to CSV using DAX Studio. As I promised, in this post I show you how to import Power BI Desktop data to Excel directly. In this method you don’t need to use any third-party software and the performance is much better than the previous methods.

Note: The method I explain in this post is tested in Excel 2016 only. But, it should work for Excel 2013.

Importing Power BI Desktop Directly to Excel Directly

In one of my previous posts I explained how to connect to a Power BI Desktop from Excel. To import Power BI Desktop data to Excel we have to do the same thing. I explain the way to connect to a Power BI Desktop model directly from Excel again then I show you how to use this method to import Power BI Desktop data.

Finding Power BI Desktop local port number from Power BI Desktop temp directory

We can find Power BI Desktop local port number in number of ways explained here. So in this post I don’t go through all methods.

Whenever we run Power BI Desktop, it opens a random port number. The port number is independent of the model so it doesn’t really matter if  we haven’t connected to any data sources or even if we haven’t open any saved Power BI Desktop (*.PBIX) files. That port number is stored in a text file named “msmdsrv.port.txt”. So the only thing we need is to do is to browse the temp directory of Power BI Desktop and open the “msmdsrv.port.txt” text file. You can find Power BI Desktop temp folder here:

%LocalAppData%\Microsoft\Power BI Desktop\AnalysisServicesWorkspaces

There should be an “AnalysisServicesWorkspaceXXX” folder which XXX is a random number. Open that folder then open “Data” and Find “msmdsrv.port.txt”. Open the file to see Power BI Desktop local port number.

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Continue reading Exporting Data from Power BI Desktop to Excel and CSV – Part 2: Importing Power BI Data to Excel Directly

Webinar Materials: Power BI Under the Hood

Pass DW BI VC Power BI Under the Hood with Soheil BakhshiI’d like to thank you all for attending the webinar held on 30th September 2016. I talked about some amazing under cover aspects of Power BI Desktop model. In this session you learnt:

If you’ve missed the webinar you can watch it online here:

Download the Power Point presentation file here.:

Download (PPTX, Unknown)

Here is the PDF version of presentation:

Download (PDF, Unknown)

Analyse Power BI Data in Excel

A while ago I wrote a blog post about Power BI Publisher for Excel. Today I want to explain some new features added to the publisher. In this post you learn how to analyse Power BI data in Excel. Using the new Power BI Publisher for Excel, not only can we pin an Excel range or chart to a Power BI dashboard directly from Excel, but also we are now able to easily connect to a Power BI service, select any group workspaces and analyse a desired report or dataset.

Requirements

  • Desktop versions of Microsoft Excel 2007 and later
  • Download and install Power BI Publisher for Excel
  • Power BI Publisher for Excel add-in will be enabled by default after you install it, however, if you don’t see the “Power BI” tab in the ribbon in Excel you can enable it from File –> Options –> Add-ins –> COM Add-ins –> tick Microsoft Publisher for Excel.

Enable Power BI Publisher for Excel

Connect to and Analyse Power BI Data in Excel

Analyse Power BI Service Reports or Datasets in Excel (From Power BI Service)

Previously we could analyse Power BI data in Excel directly from Power BI service by:

  • Log in to Power BI Service
  • Clicking ellipsis button of a desired dataset and clicking “Analyse in Excel”

Analyse Power BI Data in Excel from Power BI Service

  • Clicking ellipsis button of a desired report and clicking “Analyse in Excel”

Analyse Power BI Reports in Excel from Power BI Service

  • Doing either way, it downloads an “odc” file that could be opened in Excel.

Analyse Power BI Data in Excel from Power BI Service Enable Data Connection

  • Now you can analyse the data in Excel using pivot tables and pivot charts.

Analyse Power BI Data in Excel

Continue reading Analyse Power BI Data in Excel

How to Overcome Map Related Issues in Power BI, Power View and Power Map

One of the most powerful features in Power BI and Excel is supporting geospatial visualisations. In Excel we can use Map visualisation in Power View, or use Power Map directly. In Power BI, as you know, there are two built-in visualisations supporting geographic coordinate data, Map and Filled map. They work beautifully if you have enough data supported by Bing Maps. But, there are some issues with Map visualisations in both Power BI and Excel. In this post I address some of the issues I faced myself and I’ll provide the solutions for the issues. As “Filled Map” and “Map” visualisations in Power BI are very similar my focus in this post would be on “Map” visualisation. My intention is not explaining Power View and Power Map that much so my focus in this article would be on Power BI more than the other two.

Requirements

To experiment everything I explain in this post you need to have:

  • The new SQL Server sample, WideWorldImportersDW (WWI). You can download it here
  • The latest version on Power BI Desktop (current version is 2.35.4399.381 64-bit (May 2016))
  • Excel 2016 or Excel 2013

If you use Excel 2016, then you need to turn on Power View on.

Check this out if you want to learn more about BI features in Excel 2016.

Get Data in Power BI

  • Open Power BI Desktop
  • Get Data from SQL Server Database
  • Select Fact.Sales and Dimension.City then load data

Power BI Desktop

Map Issues In Power BI

Wrong Cities in Power BI

  • Expand the “Dimension City” table
  • Select “City” column then change its Data Category to City (Data Category is on “Modeling” tab from the ribbon)

Power BI Desktop Data Category

  • Put a Map visual into the page
  • Put “City” on Location
  • Put “Total Excluding Tax” on Size

Power BI Desktop Map

As you see sales distributed across different countries, but, this is not quiet right.

  • Put a slicer on the page then put “Country” on the slicer
  • Click “United States” to filter the Map

Power BI Desktop Slicer

Oops! This is not quiet right. What happened is that Bing Map Engine gets confused with the city names so that it shows a city with the same name outside of the US, just like New Plymouth which a city in New Zealand, but, the New Plymouth we have in our data source is the New Plymouth from Idaho in the US.

Continue reading How to Overcome Map Related Issues in Power BI, Power View and Power Map

Connect to Power BI Desktop Model from Excel and SSMS

Power BI Desktop Excel SSMSPower BI Desktop is a fantastic report authoring tool. I have lots of experience working with Tableau as well and I can say, man, Power BI is growing very quickly. Lots of awesome ideas have been added to Power BI and a lot more is coming. But, It might be a question for some of you that is that possible to connect to a Power BI Desktop model from Excel, SQL Server Management Studio (SSMS) or SQL Server Profiler? The answer is yes, you can. But, how on earth someone should connect to a Power BI Desktop model from Excel, SSMS or SQL Server Profiler? Well, it could be useful for the following scenarios:

  • Connecting to the model using SQL Server Profiler for performance tuning, monitoring and so forth
  • Again, if you have some performance issues you might need to connect to the model from SSMS
  • You have a complex model and it’s hard for you understand it, but, you are a great Excel developer, so you can connect to Power BI Desktop model from Excel so you can use reach features available in Excel like named sets
  • Just for curiosity! You are curious about writing MDX codes over an existing model, you want to see how your model look like in Excel and so forth

In this article I show you how to connect to Power BI Desktop model regardless of any use case scenarios. So for whatever reason you’d like to connect to a Power BI Desktop model this post will help you achieve your goal.

How it works

Power BI Desktop uses xVelocity technology and loads data into memory. It uses a local instance of SQL Server Analysis Services (SSAS). It does the job by running msmdsrv.exe file which can be found in “bin” folder under your Power BI Desktop installation folder which is normally under you Program Files. The msmdsrv.exe is indeed the SSAS service file. So even if you haven’t installed SSAS on your machine Power BI Desktop runs msmdsrv.exe. When Power BI Desktop runs msmdsrv.exe it creates a local instance of SSAS. This local SSAS instance uses a random port number so it would be valid until Power BI Desktop is not closed or the msmdsrv.exe is not killed from Task Manager.

Find msmdsrv.exe in Power BI Desktop Folder

So, we have a local instance of SSAS using a random port number. Therefore, we should be able to connect to the instance from Excel, SSMS or SQL Server Profiler only if we know the port number.

Note: If you have installed an instance of SSAS on your machine you can find msmdsrv.exe under “\OLAP\bin” folder from SQL Server installation path:

%ProgramFiles%\Microsoft SQL Server\msasXX.INSTANCE_NAME\OLAP\bin

which XX is your version of SQL Server. So XX would be 10, for SQL Server 2008R2, could be 11 for SQL Server 2012 and so on. The difference between the local msmdsrv.exe file located in your Power BI Desktop\bin folder with the other one you can find under your SQL Server installation folder is that the one which Power BI Desktop runs is a console programme while the other one is a Windows service programme.

How to find Power BI Desktop local port?

There are various methods you can obtain the port number. In this post I explain three of them.

  • Finding Power BI Desktop local port using Windows Command Prompt (CMD)
  • Using DAX Studio
  • Finding local port number from Power BI Desktop temp directory

Continue reading Connect to Power BI Desktop Model from Excel and SSMS

Power BI Publisher for Excel

Publish Excel to Power BI

It’s been awhile that lots of Excel users were wondering if there is a way to include their Excel elements into Power BI dashboards. With Power BI Publisher for Excel you’re now able to publish snapshots on your important PivotTables, Charts, cell ranges etc. to your Power BI Dashboards. In this post you’ll learn how to get the job done.

How does Power BI Publisher for Excel works?

With the Power BI Publisher Excel you take snapshots of your important insights in Excel and Pin them in Power BI Dashboards.

You need to download and install the Power BI Publisher for Excel from here: Excel x64, Excel x86

What Excel elements you can/cannot pin?

You can pin almost everything in your Excel worksheet including:

  • A range of cells (from a simple sheet, from a table or a pivot table)
  • Pivot charts
  • Illustrations and images
  • Text

However, you cannot pin 3D Maps or visualisations from Power View.

Note: Although you can pin almost everything from your worksheet to a Power BI Dashboard it doesn’t make sense to pin some elements like Slicers or Timeline filters.

Enabling Power BI Publisher for Excel

The Power BI Publisher for Excel add-in should be enabled by default, however, if for some reason it is not enabled you can manually enable it as below:

Power BI Publisher for Excel 01

Continue reading Power BI Publisher for Excel

Browsing Cubes Remotely from Excel Trough a VPN Connection without Using Windows Authentication

Technically when you connect to another network through a VPN connection you can see all allowed machines on that network. So it is easy to connect to a SQL Server instance using SQL Server authentication. However, I’m explaining this part for some of you guys that might be new to connecting from Excel directly to a database on SQL Server and create flashy reports on Excel.

But, what about connecting directly from Excel to a remote Analysis Services instance without using Windows Authentication? You’re right! I’m saying you can connect directly from your own Excel to a remote SSAS server without using windows authentication. Well, technically there is no SQL Server Authentication mode available for Analysis Services. So what does that actually mean when I say “without using windows authentication”? If you’re interested in finding the answer keep reading this article.

Scenario:

You’re working as a BI consultant, you’ve been told that a client needs to have some simple reports on Excel as follows:

·         You should connect to the client’s server using a provided VPN connection

·         The VPN connection could be established through a Windows VPN, Cisco VPN etc. so the VPN client or the port and protocol used don’t actually matter

·         Microsoft Excel is NOT installed on the client’s server

·         You’re NOT allowed to install Excel on the server

·         As it is a costly process the client will not setup a virtual machine in their network so that you can remotely connect to it and install Excel then connect to their SQL Server/Analysis Services instances

·         There is no trust relationship between your network and the client’s network, so your domain user name and password could not be authenticated on the client’s network

·         The client needs to have some reports on Excel on top of a SQL Server database and OLAP cubes on Analysis Services (SSAS)

·         You have the right to run an application as administrator on the remote server

·         You need to connect to the remote server directly from your own Microsoft Excel installed on your machine

·         The client also provided a remote desktop access to the server

·         On the remote desktop SQL Server Management Studio (SSMS) is installed

·         In the remote SQL Server your account is a member of the “securityadmin” server role so you can create a new SQL Server Login

Continue reading Browsing Cubes Remotely from Excel Trough a VPN Connection without Using Windows Authentication