Instructions to export PowerBI data to an Excel file

10/16/2024

1. Filter the records you would like to export. If you would like all records, remove all filters.

2. Hover over a report and a set of options will appear in the upper right edge of the report.

Hover over a report and a set of options will appear.

3. Click on the three dots for “More options”.

More options menu

4. A window with a list of options will appear. Select “Export data”.

Export data

5. A new pop-up window will appear with the question “What data do you want to export?” Select the first option, “Data with current layout,” and click Export.

Data with current layout

6. A pop-up window will appear to allow you to save the data to an Excel file.

Save to Excel