How to Export Matrix to Excel in Power BI?

Do you know how to export a matrix to Excel in Power BI desktop? No worries!

In this Power BI tutorial, I will explain how to export Matrix to Excel in Power BI and how to export Matrix to Excel in the Power BI dashboard.

Power BI Export Matrix to Excel

Exporting a matrix to Excel in Power BI makes sharing data easier. This feature allows users to move matrix tabular insights from Power BI reports to Excel spreadsheets, making the information more easily accessible.

Excel users can do extra calculations not available in Power BI. Excel is also helpful for sharing data with others who may not have access to Power BI.

After exporting it to Excel, you can view the screenshot below to see how the Power BI matrix data looks.

How to Export Matrix to Excel in Power BI

How to Export Matrix to Excel in Power BI

I will explain how to export Matrix to Excel in Power BI Desktop.

Note:

If you don’t know to create a Power BI Matrix visual, no problem. I have written a full tutorial about How to Create a Matrix Visual in Power BI

Here is the Matrix visual that I am using for this example. I highly recommend you create a Power BI Matrix visual before proceeding. See the screenshot below:

Export to Excel Improvements for Matrix Visuals in Power BI

1. Select the Power BI Matrix Visual you want to export.

Export data of matrix visual in power bi

When you choose the matrix visual, specific options appear in the top-right corner.

2. Click the 3 dots() button on the top right corner of the visual to open the context menu.

New Export to Excel Feature in Power BI

3. In the context menu, select Export data.

Matrix to Excel export in Power BI

4. After that, choose the file location and save it. Then, open it in Excel.

Export Power BI table or matrix visuals to Excel

Note:

It provides only row data. If you desire data in a matrix current layout, stay tuned until the end of this tutorial.

In the same way, you can export a Power BI table or matrix visual to Excel in Power BI Desktop.

How to Export Matrix to Excel in Power BI Dashboard

The example earlier explained how to export matrix visuals from Power BI Desktop to Excel. Now, let’s discover how to export matrix data from a Power BI dashboard to Excel. Follow the steps below.

Note:

Before exporting a Matrix Visual to Excel in the Power BI dashboard, ensure you have a dashboard in Power BI Service with a Matrix visual.

1. Select the Power BI Matrix Visual you want to export.

How to Export Data from Power BI matrix to Excel

2. Click the 3 dot() button on the top right corner of the visual to open the context menu.

power bi dashboard export matrix to excel

3. Next, In the context menu, select Export data.

Downloading data from Dashboard table or matrix in power bi

Then, Power BI allows you to export the Data with the current layout, Summarized data, and Underlying data.

Export to Excel Improvements for Table and Matrix Visuals
  • Date with current layout: Exporting with the Date with current layout option, export the data in the same layout as seen on the screen, without additional formatting that you added.
  • Summarized data: Exporting with the Summarized data option, export the aggregate data (sums, averages, and medians) similar to the displayed matrix.
  • Underlying data: Exporting with the Underlying data option, export the additional data that are not displayed but are relevant for the visual.

4. Here, I select Date with current layout. Then click the Export button.

How to Download Data with current layout in Power BI matrix visual

5. Now, the .xlsx file is downloaded to the local system. Then, open it in Excel.

How to Export Matrix to Excel in Power BI Dashboard

In this process, you can export matrix data from a Power BI dashboard to Excel.

Conclusion

I hope you can now export the Power BI matrix to Excel. In this tutorial, I explained how to export Matrix to Excel in Power BI Desktop and how to export Matrix to Excel in the Power BI dashboard.

Also, I explained the Date with the current layout, Summarized data, and Underlying data.

Moreover, you may like some more Power BI tutorials: