How to Integrate Microsoft Excel with Power BI

Updated on:

May 12, 2026

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Use this interactive demo to learn how to connect Microsoft Excel with Power BI using Power Automate.

Quick summary

This demo shows how to integrate Microsoft Excel with Power BI using a Power Automate template, enabling automatic data sync between the two tools. By configuring an automation flow and updating Excel rows triggered by Power BI, teams can eliminate manual data transfers and keep reports up to date instantly.

Steps

In the Power Automate main dashboard, navigate to the left-side panel and click 'Templates'.
Find and choose a specific automation flow that involves Microsoft Excel and Power BI.
Log into your Microsoft account with Power BI and Excel access, then tap 'Continue'.
Go to the Update Row section and fill out the input fields with the required information.
Tap 'Save' to apply the recent changes to the flow.
The selected Microsoft Excel file will be integrated instantly with Power BI based on your chosen automation template.

📌 Why this matters

Integrating Microsoft Excel with Power BI via Power Automate eliminates the need for manual data exports and copy-pasting between tools. When Power BI data changes, the connected Excel table updates automatically, ensuring reports and dashboards always reflect real-time information. This integration is critical for data teams and business analysts who rely on accurate, up-to-date spreadsheets to drive decisions. Using prebuilt Power Automate templates makes the setup fast and accessible, even for users without coding experience.

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