Create a PivotTable from Power BI datasets

You can create PivotTables in Excel that are connected to datasets stored in Power BI with a few clicks. Doing this allows you get the best of both PivotTables and Power BI. Calculate, summarize, and analyze your data with PivotTables from your Power BI datasets.

Note: This feature is currently only available to users on Excel on a Windows PC and requires a Power BI Pro license. This is a new Microsoft 365 feature and will roll out gradually. See When do I get the newest features for more info.

How to create PivotTables from a Power BI dataset: 

  1. Select an empty cell in your workbook.

  2. Go to the Insert tab> PivotTable > From Power BI.

    Note: Depending on your organization's IT settings you might see your organization's name included in the button. For example, "From Power BI (Contoso)"

  3. In the Power BI Datasets pane, choose an enterprise dataset that is available to you. This will create a PivotTable for you in a new spreadsheet of the workbook you're working in.

Insert PivotTable dropdown showing "from Power BI" option.

Tip: You can also go to the Data tab > Get Data > From Power BI.

  

Caution: 

  • Excel PivotTables connected to Power BI Datasets currently do not support drag-and-drop aggregation of numeric fields. Your dataset in Power BI must have pre-defined measures. Read about creating measures.

  • Users can connect to datasets in Power BI if they have permission for the underlying dataset. A user could have this permission in several ways, such as having the Member role in the workspace containing the dataset, having a report or dashboard shared to them that uses the dataset, or having Build permission for the dataset, in either a workspace or an app that contains the dataset.

Support for MIP Labels

Microsoft Information Protect (MIP) Labels are Microsoft's Security and Compliance offering to protect your data from unintended leaks. Both Excel and Power BI support MIP Labels and can work together to ensure safety of your confidential data in your Power BI datasets. Whenever you create a new connection to a Power BI dataset from the PivotTable functionality described above, the Excel workbook would automatically inherit the label applied on the dataset.

Caution: MIP Label inheritance does not currently work with other external connections available in Excel.

More information about datasets and PivotTables

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