For example, for this visual, your export will include only data for and the central region, and only data for four of the manufacturers: VanArsdel, Natura, Aliqui, and Pirum. If your visual has aggregates sum, average, and so on , the export will also be aggregated. Underlying data : select this option if you want to export data for what you see in the visual plus additional data from the underlying dataset.
This may include data that is contained in the dataset but not used in the visual. If your visual has aggregates sum, average, etc. You might be prompted to save the file or you might see a link to the exported file at the bottom of the browser.
Contact the report owner or your Power BI administrator to request export permissions. Open the file in Excel. Compare the amount of data exported to what we exported from the same visual on the dashboard. The difference is that this export includes Underlying data. There are many considerations related to exporting to Excel. This is one of those features that report designers and Power BI administrators may disable for individuals or even for an entire organization. They do this to ensure that private data isn't exposed to the wrong audience.
If you find that you are unable to use this feature, reach out to the report owner and your administrator to understand why you are unable to export data from a particular visual or from all visuals. It may be that this feature has been purposely disabled and perhaps they can enable it for you.
Other times, there may be particular reasons an export does not work. It could be related to permissions, data contents, data type, visual type, how the designer named the fields, and more. For any of these options, the Analyze in Excel feature should install automatically.
Select Download. The workbook file name matches the dataset or report, or other data source from which it was derived. So if the report was called Sales Analysis , then the downloaded file would be Sales Analysis. The first time you open the file, you may have to Enable Editing , depending on your Protected view.
You may also have to Enable Content , depending on your Trusted document settings. When using Analyze in Excel, any sensitivity label that's applied to a Power BI dataset is automatically applied to the Excel file.
If the sensitivity label on the dataset later changes to be more restrictive, when you refresh the data in Excel, the label applied to the Excel file updates automatically. If the dataset changes to become less restrictive, no label inheritance or update occurs. Instead, a policy tip appears with a recommendation to upgrade the label. For more information, see how to apply sensitivity labels in Power BI.
However, you can't publish or import the workbook back into Power BI. You can only publish or import workbooks into Power BI that have data in tables, or that have a data model.
The JavaHost service gives Presentation Services the ability to use different functionalities contained in Java libraries that are needed for graphs and charts generation, advanced reporting, report exports, etc. In our case, the service was working correctly for reports and charts, but was throwing an error when exporting the data to Excel.
As a secondary measure, we decided to increase the heap size of the JavaHost component. In the obijh. We had a machine with almost 1TB of memory available, but we thought this was a reasonable limit that should be enough for any request to the JavaHost service.
In the configuration file for the JavaHost, the config. By default, this parameter is commented in the xml file, so the value for the timeout is 5 minutes. The default value is KB. A value of 0 deactivates this limit; however, this should be used for testing purposes only.
A value too high may cause the JavaHost to become unstable or crash because of excessive resource allocation. The value should be configured to a reasonable value according to the demand of requests to the JavaHost charts, graphs, and exports and the size of the datasets.
The ReadRequestBeforeProcessing parameter specifies whether or not to wait to process the request until a file is completely read. This way, data is streamed to JavaHost gradually rather than saved to a file first and then processed, thereby improving performance. Since we applied filters to the visualization, the exported data will export as filtered. Select this option if you want to see the data in the visual and additional data from the dataset see chart below for details.
If your visualization has an aggregate, selecting Underlying data removes the aggregate. In this example, the Excel export shows one row for every single City row in our dataset and the discount percent for that single entry. Power BI flattens the data, it doesn't aggregate it. When you select Export , Power BI exports the data to an.
Select the ellipsis from the upper-right corner of the visualization. From Export data , select Underlying data , and then select Export. Users who are granted access to a report are granted access to the entire underlying dataset , unless row-level security RLS limits their access. Report authors and Power BI administrators can use the capabilities described below to customize the user experience. Report authors decide which export options are available to users.
Dataset owners can set row level security RLS. RLS will restrict access to read-only users. But if you have configured an app workspace and given members edit permissions, RLS roles will not be applied to them.
For more information, see Row-level security. These customized user experience do not restrict what data users can access in the dataset. Use row-level security RLS in the dataset so that each person's credentials determine which data they can access.
Report authors can classify and label reports using Microsoft Information Protection sensitivity labels. Only authorized users can open protected files. Security and Power BI a administrators can use Microsoft Defender for Cloud Apps to monitor user access and activity, perform real-time risk analysis, and set label-specific controls.
For example, organizations can use Microsoft Defender for Cloud Apps to configure a policy that prevents users from downloading sensitive data from Power BI to unmanaged devices. What you see when you select Underlying data can vary. Understanding these details may require the help of your admin or IT department. Measures can be created in Power BI Desktop. Power BI report designers control the types of data export options that are available for their consumers.
The choices are:. We recommend that report designers revisit old reports and manually reset the export option as needed.
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