Integrations Microsoft Power BI Microsoft Excel
Microsoft Power BI + Microsoft Excel

Connect Microsoft Power BI and Microsoft Excel to Build Intelligent Automations

Choose a Trigger

Microsoft Power BI

When this happens...

Choose an Action

Microsoft Excel

Automatically do this!

Ready to use Microsoft Power BI and Microsoft Excel automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Dataset

New Dataset

Triggered when a new dataset is created in Power BI.

Request a new Trigger for Microsoft Power BI

Do thisActions

Action is the task that follows automatically within your Microsoft Power BI integrations.

Get all Reports

Get all Reports

Get all existing reports.

Refresh a Dataset

Refresh a Dataset

Refresh an existing dataset

Delete a Dataset

Delete a Dataset

Delete an existing dataset

Find Row

Find Row

Find a Row in a table by column and value

Create Spreadsheet

Create Spreadsheet

Create a New Spreadsheet

Add Row to Table

Add Row to Table

Add Row to the End of Specific Table

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Step by step guides to integrate Microsoft Power BI and Microsoft Excel

Frequently Asked Questions

How do I start an integration between Microsoft Power BI and Microsoft Excel?

To start, connect both your Microsoft Power BI and Microsoft Excel accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Power BI triggers actions in Microsoft Excel (or vice versa).

Can we customize how data from Microsoft Power BI is recorded in Microsoft Excel?

Absolutely. You can customize how Microsoft Power BI data is recorded in Microsoft Excel. This includes choosing which data fields go into which fields of Microsoft Excel, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Microsoft Power BI and Microsoft Excel?

The data sync between Microsoft Power BI and Microsoft Excel typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Power BI to Microsoft Excel?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Power BI and Microsoft Excel?

Yes, you can set conditional logic to control the flow of data between Microsoft Power BI and Microsoft Excel. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Microsoft Power BI

About Microsoft Power BI

Microsoft Power BI is a powerful business analytics tool that enables users to visualize and share insights from their data. It provides interactive dashboards and reports, allowing organizations to make data-driven decisions efficiently.

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Microsoft Excel

About Microsoft Excel

Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns

Learn More