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How to Use Power BI with Excel

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Power BI and Excel work together super well, and you can use them together in a few ways depending on what you want to do. Here's the basic rundown:

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  1. Launch Power BI Desktop and click 'Blank report' to start fresh.
  2. Click 'Get Data' in the Home tab, then select 'Excel' from the common data sources.
  3. Navigate to your Excel file location, select it, then click 'Open'.
  4. In the Navigator window, check the boxes next to the sheets or tables you want to import. You can preview the data on the right.
  5. Click 'Load' to import the data directly.
  6. Your Excel data now appears in the Fields pane. Drag and drop fields to create visualizations in your report canvas.
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