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Organizational Data Types in Excel M365 & Power BI. Excel Magic Trick 1735

Posted on by Bb

Download Excel File: https://excelisfun.net/files/EMT1735.xlsx
Learn how to use Organizational Data Type in Excel to lookup records from an Power BI Online source.
1. (00:00) Introduction to how an Organizational Data Type works.
2. (00:50) Trick requires Microsoft 365 Excel, Power BI Desktop and Power BI Online.
3. (01:07) Source Table in Excel.
4. (01:13) Import Table into Power BI Desktop.
5. (01:34) In Model View apply “Is Featured Table” option to convert table to a Data Type that Power BI Online and Excel 365 can interpret.
6. (02:00) Publish to Power BI Online.
7. (02:16) Select workspace.
8. (02:22) Log into M365 Excel and use Organizational Data Types.
9. (02:47) Apply Data Type to see cards from the Single Source of Truth at Power BI Online.
10. (03:11) Comments?

Further Help

I offer limited consulting services to potentially assist you with data challenges, whether it's designing a complex Excel formula, writing a macro or building a whole new process for data capture, modeling and analysis.  Contact me if you have a need.

ExcelIsFunSun, July 4, 2021 9:10pm