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Power BI Tutorial - Power BI Desktop Tutorial

Get Data from Excel to Power BI

In this section, we show you how to connect Power BI to Excel Files, and how to get data from Excel to Power BI. To demonstrate the Get Data from Excel to Power BI, we will load data from excel file to Power BI, and generate a Donut chart.

 

How to Get Data from Excel to Power BI

Before we get started, let us see the data present in the Sales By Country Excel File. From the screenshot below, you can see that the First row has the Column names.

Get Data from Excel to Power BI 1

If you haven’t started the Power BI Desktop yet, Double click on the Power BI desktop to open. Once it is open, it looks like the screenshot below. Please click on the Get Data hyperlink.  

 

Connect Power BI to Excel File 1

If you are in the Power BI visualization page, under the Home tab, click the Get Data option and select the Excel as we shown below. Or select More options.

Get Data from Excel to Power BI 2

Get Data from Excel to Power BI

When you select the More option, the following window will show. You can use this window to select your desired Data source. For now, let me select the File -> Excel Option and click Connect button

 Get Data from Excel to Power BI 3

Once you click on the Connect button, a new window opens to select the Excel File from our file system. For now, we are selecting the SalesByCountry.xls file, as shown below.

Get Data from Excel to Power BI 4

Expanding the Excel folder display the list of available sheets. If you select the sheet or table, it shows the Data Preview. From the screenshot below, you can see the preview of the sheet.

If you are satisfied with the Data and the data types, then click the Load button. Otherwise, click the Edit button to make changes.

Get Data from Excel to Power BI 5

Currently, we don’t want to make any changes to the data. So, let me click on the Load button

Get Data from Excel to Power BI 6

Please wait until the load is complete

Get Data from Excel to Power BI 7

Now you can see all the Columns that imported from the excel file under the Fields section.

Get Data from Excel to Power BI 8

Let me create a Donut chart using this data. I suggest you refer, Power BI Donut Chart article to understand the steps involved in creating it.

Get Data from Excel to Power BI 9

 

 

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