Exporting Power BI tables into excel with formatting

Exporting Power BI tables into excel with formatting
Alex Flesuras
Alex FlesurasMay 19, 2022 01:57 PM
Hi Power BI user group, Long time listener, first time caller. I hope this finds you well. I …
1. Exporting Power BI tables into excel with formatting

Alex Flesuras
Posted May 19, 2022 01:57 PM
Hi Power BI user group,

Long time listener, first time caller. I hope this finds you well.

I am trying to figure out how to export a table from Power BI into Excel (or another shareable format) with formatting included. As of now when I export to excel it gives me the info, but its squished all together and not formatted correctly. Is there a way to export to a template that has the formatting set?

My sales team is using Power BI to propagate sales price sheets for our customers, and they need to make them presentable easily.

thanks for your help and all the best,

Alex Flesuras alexflesuras@yahoo.com Fleetwood – Signode

2. RE: Exporting Power BI tables into excel with formatting

Adam Artur Boltryk
Posted May 19, 2022 02:48 PM
Hi Alex,

Why you dont use Power BI to create report for your customers instead?

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Adam Artur Boltryk
Business Analyst
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3. RE: Exporting Power BI tables into excel with formatting

Alex Flesuras
Posted May 19, 2022 04:17 PM
Hi! Thanks for the response.

The comfort level with that kind of thing is very low in my line of work. Both the sales team and the customers are still more comfortable with a exportable document that can turn into an email attachment. However, that is in the future state.

Best and thanks again.

Alex Flesuras

4. RE: Exporting Power BI tables into excel with formatting

Bronze Contributor
James Watts
Posted May 20, 2022 09:31 AM
Well, if they can access one dashboard they can access another. And they can send URLs to each other rather documents.

In the meantime, have you thought of exporting as a PDF, which will be nicely documented ?

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James Watts
Business Intelligence Analyst
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5. RE: Exporting Power BI tables into excel with formatting

Top Contributor
Sam Duval
Posted May 23, 2022 10:04 AM
James is right you’re best option is to create a report that is formatted and exported as a PDF. There is a new option that’s in preview right now to allow exporting formatted data directly to excel:
https://powerbi.microsoft.com/en-us/blog/exportable-formatted-data-tables-preview/

It’s preview so no guarantees on it’s stability/consistency.

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Sam Duval
Data Quality Analyst
Element Financial
Indianapolis IN
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6. RE: Exporting Power BI tables into excel with formatting

Alex Flesuras
Posted May 23, 2022 11:26 AM
Nice! Will do, and thanks!

Alex Flesuras

7. RE: Exporting Power BI tables into excel with formatting

Cynthia Lagueux
Posted May 24, 2022 09:03 AM
Hi Alex –
One thing to keep in mind, which hopefully has been addressed by now. My experience with exporting to .pdf is that it is really a screenshot. I have visualizations that don’t fit on the page, and when I export them to .pdf, I only get the portion that is displayed. I’m now exporting to Excel from each visualization and creating pivot tables.

So the news that Microsoft is finally creating (I hope) a proper export is great! I’ll check it out. Thanks Sam!

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Cynthia Lagueux
Special Olympics Canada
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