Using Excel with Power BI

The objective of this article is to guide you on how to manipulate an Excel report from Power BI effectively.

In Power BI, navigate to the report you want to manipulate.
Click the Save button and choose Excel to download the report.
Enable editing on the report to make changes.
Sort data by column by selecting the column you want to sort.
Adjust column sizes by right-clicking in the gray area where the letters are and choosing to delete or adjust columns.
Paste information by highlighting the data and pasting it where needed.
Use CTRL-Z to undo changes or use the undo and redo buttons at the top of the screen.
Filter data by selecting the fields you want to filter by.
To reset filters, select all fields.
Remember to scroll to view all cells if needed.

Be careful when deleting or adjusting columns to avoid losing important data.
Run more than one report to ensure all data has been collected.
Save your work periodically to prevent data loss.
Remember that many reports update hourly. Click the three dots at the top right of a tile to learn when a report updates.

Familiarize yourself with the report structure before making changes.
Use shortcuts like CTRL-Z for quick undo actions.
Utilize the sort or filter function to quickly find and analyze specific data.
Save a copy of the original report before making significant changes for backup purposes.

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