Some reasons why you would bring a Power BI dataflow in Excel: 1 - Ad-hoc analysis for quickly querying data. That way you don't have to wait for load previews in power bi service 2 - Can leverage as a source for pivot tables to build financial budget models, commission models, supply chain models from one source of truth (best for a lot of manual adjustments) 3 - If you want to troubleshoot any changes in Excel Power Query before you push changes to live production 4 - Can leverage this live connection from a dataflow and send the file to a coworker who isn't as technical 5 - im sure there is some other reasons why that I haven't figured out yet :)
@@kiasca3489 with a dataflow other people in the organization can use it. with the excel file approach it’s locked to only that .pbix file. it can also be used to keep the same underlying data the same but tweak it for other business aggregations, if you were to take the dataflow to excel and use power query
Does the auto refresh work even if file is closed? Does it depend on where the file resides? So if my excel file with this data is in shared drive or network drive, will it get refreshed every hour even if it's closed?
This route doesn't work when the file is closed. However, you can create a automate flow to open the file and close it depending on the refresh timing of your orgs dataflow refreshes
Great video! In our organization, some users do not have Power BI Pro licenses, but all of them have Microsoft 365. The question is: Can they use Excel to connect to Power BI Dataflows even though they don’t have a Power BI Pro license?
Some reasons why you would bring a Power BI dataflow in Excel:
1 - Ad-hoc analysis for quickly querying data. That way you don't have to wait for load previews in power bi service
2 - Can leverage as a source for pivot tables to build financial budget models, commission models, supply chain models from one source of truth (best for a lot of manual adjustments)
3 - If you want to troubleshoot any changes in Excel Power Query before you push changes to live production
4 - Can leverage this live connection from a dataflow and send the file to a coworker who isn't as technical
5 - im sure there is some other reasons why that I haven't figured out yet :)
what's the difference or benefit instead of querying the data from a excel file/folder directly if I use power query
@@kiasca3489 with a dataflow other people in the organization can use it. with the excel file approach it’s locked to only that .pbix file.
it can also be used to keep the same underlying data the same but tweak it for other business aggregations, if you were to take the dataflow to excel and use power query
Nice video!
Thanks!
Does the auto refresh work even if file is closed? Does it depend on where the file resides? So if my excel file with this data is in shared drive or network drive, will it get refreshed every hour even if it's closed?
This route doesn't work when the file is closed.
However, you can create a automate flow to open the file and close it depending on the refresh timing of your orgs dataflow refreshes
Great video!
In our organization, some users do not have Power BI Pro licenses, but all of them have Microsoft 365. The question is: Can they use Excel to connect to Power BI Dataflows even though they don’t have a Power BI Pro license?
Im curious: what level of PBI and Fabric subscription did you need to UPLOAD the dataflows into powerbi Service?
all that was needed to upload dataflows to service was the license type: power bi pro
Great, but i do not see the power platform in my Excel. Which options exists?
I would confirm with the dataflow owner if you have access to whatever workspace the dataflow is in