In this article, we will show you, How to connect Power BI to Excel Files, and how to get data from Excel to Power BI.
To demonstrate the same, we will load data from excel file to Power BI, and generate a Donut chart.
How to Get Data from Excel to Power BI
Before we get started, Let us see the data present in the Sales By Country Excel File. From the below screenshot, you can see that the First row has the Column names
If you haven’t started the Power BI Desktop yet, Double click on the Power BI desktop to open. Once it is open, it looks like below screenshot. Please click on the Get Data hyperlink
If you are in the Power BI visualization page. Under the Home tab, Click the Get Data option and select the Excel as we shown below. Or, select More option
Get Data from Excel to Power BI
When you select the More option, the following window will be shown. You can use this window to select your desired Data source. For now, let me select the File -> Excel Option and click Connect button
Once you click on the Connect button, a new window will open to select the Excel File from our file system. For now, we are selecting the SalesByCountry.xls file as shown below
Expanding the Excel folder will display the list of available sheets. Selecting the sheet or table will show the Data Preview. From the below screenshot, you can see the preview of the sheet.
If you are satisfied with the Data and the data types then click Load button otherwise, click Edit button to make changes.
Currently, we don’t want to make any changes to the data. So, let me click on the Load button
Please wait until the load is complete
Now you can see all the Columns that imported from the excel file under the Fields section.
Let me create a Donut chart using this data. I suggest you refer, Power BI Donut Chart article to understand the steps involved in creating it.
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