Get Data from Excel to Power BI

In this section, we show you how to connect Power BI to Excel Files and how to get data from Excel sheets. To demonstrate the Get Data from Excel, we will load records from an excel file and generate a Donut chart.

How to Get Data from Excel to Power BI

Before we get started, let us see the sales By Country Excel file data. From the screenshot below, you can see that the First row has the Column names.

Excel File to Import 1

If you haven’t started the Power BI Desktop yet, Double click on the desktop to open. Once it is open, it looks like the screenshot below. Please click on the Get Data hyperlink.

Get Data Option 1

If you are on the visualization page, click the Get Data option under the Home tab and select Excel, as shown below. Or select More options.

Get Data From option 2

Get Data from Excel to Power BI

When you select the More option, the following window will show. You can use this window to select your desired Data source. For now, let me select the File -> Excel Option and click Connect button.

Get Data from Excel to Power BI 3

Once you click on the Connect button, a new window opens to select the Excel File from our file system. For now, we are selecting the SalesByCountry.xls file.

Choose the Excel File 4

Expanding the Excel folder display the list of available sheets. If you select the sheet or table, it shows the Data Preview. As you can see in the preview of the sheet. If you are satisfied with the Data and the data types, then click the Load button. Otherwise, click the Edit button to make changes.

Use Edit button to change the columns 5

Currently, we don’t want to make any changes to the data. So, let me click on the Load button to get Data from Excel to Power BI.

Click the Load button 6

Please wait until the load is complete.

Wait until loading completes 7

Now you can see all the Columns that are imported from the excel file under the Fields section.

View Columns under Fields Section 8

Let me create a Donut chart using this data. I suggest you refer Donut Chart article to understand the steps involved in creating it.

Get Data from Excel to Power BI 9