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Overview

You can analyze your Entegrata data in Excel with a live PivotTable that refreshes from the same semantic model your reports use. You can start from Excel, or from the Power BI service with Analyze in Excel.

Prerequisites

  • A Power BI license.
  • Build permission on the semantic model. Ask the semantic model’s owner or a workspace admin if you are not sure.
  • Your Power BI administrator must turn on the tenant setting Users can work with semantic models in Excel using a live connection. Entegrata recommends it; see Recommended Tenant Settings.

Connect

Microsoft documents each way to connect, and keeps the steps current as Excel changes:

Security in Excel

Row-level security applies in Excel the same way it does in your reports. People see only the data they are allowed to see in Power BI.