Как вставить power bi в powerpoint
Exporting a Power BI report to PowerPoint is a good way of integrating these two tools together. The analytical power of Power BI combined with the commentary and presentation features of PowerPoint enables you to present your reports differently. You can export almost any Power BI report (limitations mentioned in this post) to PowerPoint, and then enhance the presentation of that from there. Exporting to PowerPoint, however, has some limitations which you need to be aware of before working with it. In this post, you will learn everything about export to PowerPoint feature if you want to learn more about Power BI, read Power BI book from Rookie to Rock Star.
This feature only works for reports at the moment. On top of the report, you can simply click on File option and select Export to PowerPoint. Note that this feature is still in preview mode at the time of writing this post, and it may be subject to changes.
Export to PowerPoint works very simple, and download a PPTX file for you. The file will include all pages of the report, plus a summary page. The summary page will include the name of the report, a link to the report, the time of refresh for the dataset, and the download time of the report.
The “downloaded at” time will be the time of the computer that the export to PowerPoint kicked off from there.
Visualizations on a page will be all exported as a big screenshot of each page.
Each report page will be a slide in PowerPoint, Not interactive, however, just screenshots. It means you cannot click on a visual or slicer and interact with it like a normal Power BI report.
The main benefit of export to PowerPoint is getting the great features from both products: Commentary and presentation features of PowerPoint, combined with analytical and reporting feature of Power BI. After exporting to PowerPoint you can make changes in the presentation of slides as you want.
Export to PowerPoint is a new feature and it has some limitations. Here is a list of limitations at the time of writing this post.
Number of Pages; Not more than 15
You cannot export to PowerPoint if you have more than 15 report pages. You will get an error such as below;
Custom Visuals: Only Certified Are supported
Some of the custom visuals won’t be shown after exporting to PowerPoint, and some of them will have a weird behavior after export to PowerPoint, like the screenshot below;
Certified custom visuals are supported fully: Example; Infographic Designer
ArcGIS is not supported
ArcGIS custom visuals are not supported at the time of writing this post.
R Visuals are not currently supported
Export to PowerPoint can be disabled or limited
Language Setting in Power BI
When you export to PowerPoint, it will use the default language settings in Power BI. If you want to change it, go to Power BI service, Settings, and again Settings, then Language configuration and apply the change you want.
Not for people outside of your organization
If you share the report/dashboard with someone outside of your organization, they cannot use the export to PowerPoint feature.
This feature is still in PREVIEW mode
The feature is still in preview mode, and subject to changes.
This was a very quick post about export to PowerPoint feature of Power BI. The export to PowerPoint brings two products together; Power BI and PowerPoint. The result of the combination of the two products is the analytical power of Power BI combined with presentation features of PowerPoint. However, the export to PowerPoint is still in preview mode, and have some limitations. in the comments below please let me know if you have any questions.
APPLIES TO: Power BI service for business users Power BI service for designers & developers Power BI Desktop
- Each page in the Power BI report becomes an individual slide in PowerPoint.
- Each page in the Power BI report is exported as a single high-resolution image in PowerPoint.
- You can preserve the filters and slicers settings that you've added to the report.
- A link is created in PowerPoint that links back to the Power BI report.
Getting your Power BI report exported into PowerPoint is quick. Follow the steps outlined in the next section.
You can also copy one visual at a time from the Power BI service and paste it into PowerPoint (or any other program that supports pasting). Select the Copy as image icon to copy the visual to your clipboard. Then, open PowerPoint and paste the visual. For more information, see Copy visuals as static images.
Export your Power BI report to PowerPoint
In the Power BI service, select a report to display it on the canvas. You can also select a report from Home, Apps, or any other container from the nav pane.
When the report you want to export to PowerPoint is displayed on the canvas, select Export > PowerPoint from the menu bar.
A pop-up appears where you have the option to select Current values or Default values. Current values exports the report in the current state, which includes the active changes you made to slicer and filter values. Most users select this option. If you've scrolled, Current values does not include the scroll state of the visual, but instead exports the top portion of the data. Alternatively, selecting Default values exports the report in the original state, as the designer shared it, and doesn't reflect any changes you've made to the original state.
Additionally, there's a check box to select whether or not to export the hidden tabs of a report. Select this check box if you want to export only report tabs that are visible to you in your browser. If you prefer to get all the hidden tabs as part of your export, leave this check box cleared. If the check box is grayed out, there are no hidden tabs in the report. An example of a hidden tab would be a tooltip tab. Custom tooltips are created by report designers and don't display as report tabs in the Power BI service for business users.
You may also choose to export only the current page you're viewing in a report by checking the Only export current page option. By default, this is unchecked and all pages will be exported from your report.
After you make your selections, select Export to continue. You'll see a notification banner in the upper-right corner of the Power BI service browser window that the report is being exported to PowerPoint.
Exporting might take a few minutes. Factors that can affect the time required include the structure of the report and the current load on the Power BI service. You can continue to work in Power BI while the report is being exported.
After the Power BI service has finished the export process, the notification banner changes to let you know. Your file is then available where your browser displays downloaded files. In the following image, it's shown as a download banner along the bottom of the browser window.
And that's all there is to it. You can download the file, open it with PowerPoint, and then modify or enhance it like you would any other PowerPoint deck.
Open the PowerPoint file
When you open the PowerPoint file that Power BI exported, you find a few cool and useful elements. Take a look at the following image, and check out the numbered elements that describe some of those cool features. Pages in PowerPoint are always created in the standard 9:16 size, regardless of the original page sizes or dimensions in the Power BI report.
The first page of the slide deck includes the name of your report and a link so that you can View in Power BI the report on which the slide deck is based.
You get some useful information about the report, too. Last data refresh shows the date and time on which the exported report is based. Downloaded at shows the date and time when the Power BI report was exported into a PowerPoint file. The Downloaded at time is the time of the export in UTC (Universal Coordinated Time).
Each report page is a separate slide, as shown in the nav pane.
PowerPoint includes the name of each visual on the page and adds alt text for each item. The report creator can include alt text when designing the report. Otherwise, the default is "No alt text provided."
Your published report is rendered in the language according to your Power BI settings, or otherwise by the locale setting of your browser. To see or set your language preference in your browser, select the cog icon > Settings > General > Language. For locale information, see Supported languages and countries or regions for Power BI.
When you view an individual slide, you see that each report page is an independent image. Scrolling in PowerPoint is not available since each slide is a static image.
What you do with your PowerPoint deck from there, or any of the high-resolution images, is up to you.
Considerations and limitations
There are a few considerations and limitations to keep in mind when you work with the Export to PowerPoint feature.
If you don't see the Export option, make sure that you are viewing a report (not a dashboard).
URL filters aren't currently respected when you choose Current Values for your export.
When exporting to PowerPoint, if the report uses a custom font, that font will be replaced with a default font.
The following visual types are not supported, and will not be exported to PowerPoint:
-
) aren't supported.
- The ESRI ArcGIS visual is not supported
- R and Python visuals are not supported.
- Visuals in a drill down state will be exported in their default state.
- Background images are cropped with the chart's bounding area. We recommend that you remove background images before you export to PowerPoint.
Some reports cannot be exported. These include:
If the Export to PowerPoint menu item isn't available in the Power BI service, it's likely because your Power BI admin or report owner disabled the feature. Contact your admin or the owner for details.
The resolution of exported report pages is 1280 pixels x 720 pixels.
The Power BI service uses your Power BI language setting as the language for the PowerPoint export. To see or set your language preference, in your browser, select the cog icon > Settings > General > Language.
ОБЛАСТЬ ПРИМЕНЕНИЯ: Служба Power BI для бизнес-пользователей Power BI для разработчиков & Power BI Desktop
- Каждая страница отчета Power BI становится в PowerPoint отдельным слайдом.
- Каждая страница в отчете Power BI экспортируется как одно изображение с высоким разрешением в PowerPoint.
- Параметры фильтров и срезов, добавленных в отчет, можно сохранять.
- В PowerPoint создается ссылка на отчет Power BI.
Экспортировать отчет Power BI в программу PowerPoint недолго. Для этого нужно выполнить действия, описанные в следующем разделе.
Вы можете также скопировать один визуальный элемент за раз из службы Power BI и вставить его в PowerPoint (или любую другую программу, которая поддерживает эту вставку). Щелкните значок Копировать как изображение, чтобы скопировать визуальный элемент в буфер обмена. Затем откройте PowerPoint и вставьте визуальный элемент. Дополнительные сведения см. в статье Копирование и вставка визуализации отчета.
Экспорт отчета из службы Power BI в программу PowerPoint
В службе Power BI выберите отчет, чтобы он отобразился на холсте. Можно также выбрать отчет на главной странице, в разделе Приложения или в любом другом контейнере в области навигации.
Когда отчет, который необходимо экспортировать в PowerPoint, отобразится на холсте, на панели меню щелкните Экспорт>PowerPoint.
Откроется всплывающее окно, где можно выбрать Текущие значения или Значения по умолчанию. Вариант Текущие значения позволяет экспортировать отчет в текущем состоянии с активными изменениями значений среза и фильтра. Такой вариант выбирает большинство пользователей. При прокрутке текущее значение не включает в себя состояние прокрутки визуальных элементов, а экспортирует верхнюю часть данных. С другой стороны, вариант Значения по умолчанию позволяет экспортировать отчет в исходном состоянии (как его опубликовал разработчик), не отражая внесенных вами изменений.
Кроме того, существует флажок для экспорта скрытых вкладок отчета. Установите его, чтобы экспортировать только те вкладки отчета, которые вы видите в браузере. Чтобы включить в экспорт все скрытые вкладки, снимите этот флажок. Если флажок недоступен, значит, в отчете нет скрытых вкладок. Примером скрытой вкладки может служить вкладка подсказки. Пользовательские подсказки создаются разработчиками отчетов и не отображаются как вкладки отчета в службе Power BI для бизнес-пользователей.
Вы также можете экспортировать только текущую просматриваемую страницу отчета, установив флажок Экспортировать только текущую страницу. По умолчанию этот флажок снят, и будут экспортированы все страницы отчета.
Сделав свой выбор, нажмите кнопку Экспорт, чтобы продолжить. В окне браузера в правом верхнем углу службы Power BI появится баннер с уведомлением о том, что отчет экспортируется в PowerPoint.
Это может занять несколько минут. На продолжительность экспорта могут влиять такие факторы, как структура отчета и текущая нагрузка на службу Power BI. Пока выполняется экспорт, вы можете продолжать работать в Power BI.
Вот, собственно, и все. Скачав файл и открыв его в PowerPoint, вы можете изменять его так же, как любую другую презентацию PowerPoint.
Откройте файл PowerPoint
На первой странице набора слайдов указано название отчета и приведена ссылка Просмотреть в Power BI, с помощью которой можно просмотреть соответствующий отчет в службе Power BI.
Вы также получаете полезные сведения об отчете. Последнее обновление данных показывает дату и время, на которых основан экспортируемый отчет. Скачано показывает дату и время экспорта отчета Power BI в файл PowerPoint. Время, указанное в пункте Скачано, — это время экспорта в формате UTC.
Каждая страница отчета представлена отдельным слайдом, как показано в области навигации слева.
PowerPoint включает имя каждого визуального элемента на странице и добавляет замещающий текст к каждому из них. Создатель отчета может включить замещающий текст при проектировании отчета. В противном случае будет использоваться значение по умолчанию: No alt text provided (Замещающий текст не указан).
Опубликованный отчет отображается на языке, заданном в параметрах Power BI или в браузере. Чтобы просмотреть или задать параметры языка в браузере, выберите значок > шестеренки SettingsGeneralLanguage> >. Дополнительные сведения о языковых стандартах см. в статье Поддерживаемые языки и страны (регионы) для Power BI.
Если просмотреть отдельный слайд, вы увидите, что каждая страница отчета является отдельным изображением. Прокрутка в PowerPoint недоступна, так как каждый слайд представляет собой статистическое изображение.
Получившийся набор слайдов PowerPoint и все изображения из него можно использовать в различных целях. Выбор за вами.
Рекомендации и ограничения
При работе с функцией Экспорт в PowerPoint следует учитывать несколько рекомендаций и ограничений.
Если команда Экспорт отсутствует, убедитесь в том, что вы просматриваете отчет, а не панель мониторинга.
При выборе варианта Текущие значения для экспорта фильтры URL-адресов в настоящее время не учитываются.
Если при экспорте в PowerPoint в отчете используется пользовательский шрифт, этот шрифт будет заменен шрифтом по умолчанию.
Следующие типы визуальных элементов не поддерживаются и не будут экспортированы в PowerPoint:
-
), не поддерживаются. не поддерживается.
- Визуальные элементы R и Python не поддерживаются.
- Визуальные элементы в состоянии детализации будут экспортированы в их состоянии по умолчанию.
- Фоновые изображения будут обрезаны по ограничивающей области диаграммы. Рекомендуем удалить фоновые рисунки перед экспортом в PowerPoint.
Некоторые отчеты невозможно экспортировать. К ним относятся следующие объекты.
Если в службе Power BI в меню нет пункта Экспорт в PowerPoint, вероятно, эта функция отключена администратором Power BI или владельцем отчета. Обратитесь к администратору или владельцу, чтобы узнать подробности.
Разрешение экспортированных страниц отчета составляет 1280 пикселей x 720 пикселей.
Служба Power BI использует параметр языка Power BI в качестве языка для экспорта в PowerPoint. Чтобы просмотреть или задать параметры языка, в браузере выберите значок > шестеренки SettingsGeneralLanguage> >.
Stop cropping Power BI screenshots to include in a PowerPoint presentation! Now you can export the entire Power BI report to a PowerPoint file. With export, you’ll get:
- Each report page as a PowerPoint slide
- Each Power BI visualization in the report as a high-resolution image in PowerPoint (just resize as you wish)
- Textboxes in the report exported as (editable) textboxes in PowerPoint
- Links to the live report in Power BI
To export a report to PowerPoint, simply open the report and click File > Export to PowerPoint (Preview)
This process may take a few minutes.
You will be notified when the export process is done:
Check your browser’s download area to download and save the file, then open it in PowerPoint.
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4 effective ways of connecting Power BI to PowerPoint
In recent years, more and more financial departments have been adopting Power BI, the Microsoft software that is revolutionizing data analysis for decision making. With Power BI, teams have access to interactive online dashboards that allow them to explore their company’s data securely; these are known as “dynamic reports”.
Nevertheless, the use of “static reports” is still necessary in many cases:
- Isolating part of the information (confidential or irrelevant data)
- Analyzing, comparing or restoring data from a new angle
- Commenting on the results obtained with text explanations
- Working on the formatting in new tables and graphs
- Sharing figures with people unfamiliar with Power BI
Today, PowerPoint software remains the best tool in the Microsoft Office suite for presenting and commenting on results. Indeed, PowerPoint is the preferred format for presentations and static reports, whether they are internal (ExCo, accounting, retrospective reviews, monitoring indicators, monthly follow-up, etc.) or intended for clients: investment reports, commercial proposal or activity report. That’s why we built a link from Power BI to PowerPoint in order to smoother the the transition between the tools.
In this article, we’ll explain four different methods to export Power BI to PowerPoint in order to build a customized static report*.
The Power BI software is compatible with the Office suite, as it is also designed by Microsoft. This is notably due to the functions that allow data exchange between the software programs. Therefore, the easiest way to export data is to use the native “Export to PowerPoint” function from Power BI online.
How to export a Power BI report to PowerPoint?
Limitations of the native Power BI export to PowerPoint
In addition, the pages of the Power BI report are converted into non-customizable images, with a format which is often different from the PowerPoint template.
And finally, the Power BI data cannot be changed from PowerPoint: if the data changes, you will have to restart the export.
The second option is to copy a visual from Power BI and paste it into PowerPoint. This is useful when you want to highlight some elements of a Power BI dashboard without downloading all the pages.
How to copy and paste Power BI visuals to PowerPoint?
Limitations of copying and pasting Power BI visuals to PowerPoint
When only selecting relevant visuals, you become more flexible in your PowerPoint presentation. However, you cannot change/adjust Power BI data in PowerPoint. The visual remains an image accompanied by a text box detailing the “source” – this should be manually removed from your slide if you don’t need it.
Tip : you can keep the hyperlink in the “notes” section in order to come back to this Power BI visual later.
This third technique consists of importing the Power BI data into Excel, where it is then possible to rework it before restoring it in PowerPoint.
It is sometimes necessary to export Power BI data to Excel for analysis or to create tables and graphs before putting them into a PowerPoint presentation.
How to export your Power BI data to Excel, and then PowerPoint?
▶ Read our article “How to link Excel to PowerPoint” to find out how to easily connect your Excel tables and charts to PowerPoint.
Limitations of exporting Power BI data to Excel and PowerPoint
While offering more flexibility by customizing the data in Excel before adding it to your PowerPoint, this technique is still time-consuming and you will need to repeat the entire process as your Power BI data evolves.
This is not really a link as this last method still does not allow you to filter/update your Power BI data from PowerPoint.
The advantages of UpSlide’s Power BI to PowerPoint link
With the Power BI to PowerPoint link, developed by UpSlide, uploading graphs and tables to your presentations has never been so efficient. You can import your visuals directly from PowerPoint without going through Power BI.
You can still check and modify the filters applied, from a dedicated pane of Power BI to PowerPoint links that you have created on your slides.
And when your Power BI data changes over time, simply update the visuals or report pages you want in just a few clicks.
How to link Power BI to PowerPoint with UpSlide
- In PowerPoint, go to the UpSlide tab
- Click on “Link an image in PowerPoint to a Power BI visual” (far right)
Congratulations! You managed to connect your Power BI report to your PowerPoint presentation!
Now you can refresh your Power BI visuals to incorporate new data or add filters, directly from your PowerPoint presentation:
- Go to your PowerPoint, still in the UpSlide tab
- Click on the “Update Power BI links” button (far right)
The Power BI to PowerPoint Link is exclusively available to UpSlide users.
Which method will you use for your next Power BI to PowerPoint export?
Let us know by leaving a comment!
*Prerequisite: Power BI account with access to a dashboard and PowerPoint software (desktop application).
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