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analyzeinexcel's Introduction

AnalyzeInExcel

Analyze in Excel for Power BI Desktop

This is an External Tool for Power BI Desktop to connect Excel to the local model hosted in Power BI Desktop. The goal is to be just one click away from an Excel report. While the initial version must be essential, the following versions could extend features, finding a way to keep the one-click experience consistent.

v1 Open Excel

A button in External Tools opens Excel through an ODC file.

  • The user gets an empty PivotTable connected to the same AS instance hosted by Power BI Desktop.
  • If the user creates a more complex report in Excel and saves the file, the connection string is no longer valid as soon as the Power BI Desktop window is closed.
  • The next time the user opens Power BI Desktop, the connection is different, and a file saved in Excel does not have a valid connection.

v2 Create Excel Report

A button in External Tools that creates a specific report in Excel, using PivotTable and/or PivotChart

  • The user gets a configured Excel PivotTable connected to the same AS instance hosted by Power BI Desktop.
  • The report could be based on a template, on an Excel macro, or on a dynamic report created by using Office SDK
  • If the user saves the file, the connection string is no longer valid as soon as the Power BI Desktop window is closed.
  • The next time the user opens Power BI Desktop, the connection is different, and a file saved in Excel does not have a valid connection.

v3 Open Excel Report

A button in External Tools that opens an existing report in Excel, or create a new one if it is the first connection to that Power BI report.

  • The first time the user uses the button on a PBIX file, the user gets a configured Excel PivotTable connected to the same AS instance hosted by Power BI Desktop.
  • The initial report could be based on a template, on an Excel macro, or on a dynamic report created by using Office SDK.
  • The connection is lost as soon as the Power BI Desktop window is closed.
  • The next time the user opens Power BI Desktop and uses the tool, the tool modifies the Excel file restoring a valid connection and then open the file in Excel.

v4 Excel Add-In to connect to Power BI Desktop

An Excel add-in written in VSTO that opens Power BI Desktop and connects a PivotTable to Power BI Desktop.

  • The user can initiate a connection in Excel, opening a specific Power BI Desktop if it is not already open.
  • If the Excel file was saved by using the “Open Excel Report” external tool, then the Add-In has additional information to retrieve the Power BI Desktop file to open.

analyzeinexcel's People

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albertospelta avatar marcosqlbi avatar sergiomurru avatar

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analyzeinexcel's Issues

COM Interop failed to connect the Excel file

Hello Marco,
Testing V1.1.1 I notice Excel shows the dialog box in order to approve opening the ODC file. I double checked I use version 1.1.1. I checked also the connection which is actually made with the ODC file.
I deleted the ODC file but it was created again by your tool so I'm sure COM Interop failed.
Please let me know if you need more information
Thanks in advance
Didier Terrien

The Program Wont Start

I had Power BI 64 with latest version of this program and it works
I need to uninstall Power BI 64 in spite of 32 and the program stopped to work.
The issue was not solved also reinstalling the program in older version or passing from Office 2019 to 365
Luca

Excel is not available. Please check wether Excel is correctly installed.

Hi install this tools on two machines. One is working perfectly, my personal laptop. On my company laptop, I receive this message without Excel open, "Excel is not available. Please check wether Excel is correctly installed". Excel Office 265 ProPlus 64-bit english version. I'm administrator on both machine.

How I can resolve this issue?

Thanks and good work!

Frédéric

Do not open Excel if the connection does not have data

If Power BI has no data or is connected to an external dataset (report only mode), then launching Excel is useless because it will raise an error.
We could detect this condition before launching Excel, assuming that the check can be quick enough to not increase latency starting Excel.

button grayed out

Hi Marco, great idea, I am used to to this same technique but manually, finding out the SSAS Tabular port.
The button is grayed out.
I installed using the MSI you posted in the previous issue.
Mariano

Add selection of perspective

If the model has perspectives, it would be a good idea to show a dialog box to select the desired Perspective before opening Excel.

Cannot add any field to Values area of pivot table

I have not been able to add any numerical field to the Values area of the newly created pivot table. I've checked that in Power BI the field is a formatted

Windows 10 Pro x64 Build 19041.450, Excel Pro Plus 2019 x64 Build 13127.20208, Power BI Desktop x64 July 2020 Ver 2.83.5894.961, x64_15.0.2000.475_SQL_AS_OLEDB

Annotation 2020-08-19 204348

as a decimal number.

Cubevalue function

CUBEVALUE Excel function does not work if I use Analyze in Excel extension.
But if I go thought Dax Studio, and then use the advanced tab > Excel, it works.

PBI version 2.86.727.0 64-bit
Excel version 16.0.13231.20372 64-bit

image

PBISampleCubevalue.zip

Added a file dialog in order to select an Excel template file

Hello Marco,
I tried to submit a pull request but I couldn't succeed. So I add the new version of RunExcelProcess down below.

I added a file dialog in order to select an Excel template file.
If cancel button is pressed, an empty file is open (previous behaviour).
The template file can be created from an empty file. Open connection properties and check these 2 options :

  • in first tab : refresh data when the file is open
  • in second tab : always use the connection file

When the template is open from external tools, data is refreshed automatically without any message.
Thanks again for this fantastic tool
Didier Terrien

`
private void RunExcelProcess(string serverName, string databaseName, string cubeName)
{
// Create ODC file
OdcHelper.CreateOdcFile(serverName, databaseName, cubeName);
var ODCfileName = OdcHelper.OdcFilePath();

        // Select an Excel template. If Cancel button is pressed, an empty Excel file is opened
        string selectedFileName = "";
        OpenFileDialog openFileDialog = new OpenFileDialog
        {
            Title = "Select an Excel template file",
            //InitialDirectory = Directory.GetParent(Power_BI_file).ToString(),     //would be nice to start searching from the Power BI file folder
            Filter = "xlsx files (*.xlsx)|*.xlsx|xlsm files (*.xlsm)|*.xlsm|All files (*.*)|*.*",
            FilterIndex = 2,
            Multiselect = false,
            RestoreDirectory = true
        };
        if (openFileDialog.ShowDialog() == true)
        {
            // If ok is pressed, get the path of selected file
            selectedFileName = openFileDialog.FileName;
        }
        else
        {
            // If Cancel is pressed, use the ODC file
            selectedFileName = ODCfileName;
        }

        var p = new Process
        {
            StartInfo = new ProcessStartInfo(selectedFileName)
            {
                UseShellExecute = true
            }
        };
        p.Start();
    }

`

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