How to Use Power BI in Excel
- George Apostolov
How to Use Power BI in Excel: step-by-step guide
Go to your workspace. Find the dataset you want and click on it.
Customize your dashboard by accessing the 'Edit' options.
Click the three-dot menu next to the dataset.
Click 'Analyze in Excel'.
Your Excel file is being generated for seamless data integration.
Your analysis file has been downloaded. Open it in Excel to continue your data exploration.
Quick answer: To analyze Power BI data in Excel, go to your workspace, select the dataset, customize the dashboard using edit options, and open the three-dot menu. Then, click Analyze in Excel to generate your file, wait for integration, and open the downloaded analysis file in Excel.
About this Excel tutorial
Export and analyze Power BI datasets directly in Excel by generating and opening your integration file. This guide shows how to use Power BI in Excel in 6 steps, starting with "Go to your workspace. Find the dataset you want and click on it" and finishing with "Your analysis file has been downloaded. Open it in Excel to continue your data exploration". The interactive demo above is a click-through copy of the real Excel interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use Power BI in Excel?
6 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Excel data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Excel and Power BI. Related guides: How to Use Power BI with Excel, Excel AppSheet Integration and How to Add a Chart Style to the Microsoft Excel Diagram. Last reviewed 05 Oct 2026.
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