Analyzing data in Excel can be an easy, low-cost way to analyze your organization's data. If your organization analyzes data in Excel, particularly if you work with large datasets, we recommend integrating your Excel reports with Power BI to improve load and refresh times.

To set up a Crisp connector to integrate with Excel and PowerBI:

  1. Set up a Power BI connector that includes the data you want to analyze in Excel and leave the set up page open, so you have your feed and password information handy. For detailed instructions, see Power BI connection setup guide.
  2. Create a Power BI workspace, using the instructions in Power BI Documentation > Create a workspace in Power BI. For large datasets, we recommend using a Power BI premium per user workspace. For more information, see Power BI Pricing and Product Comparison.
  3. From PowerBI desktop, import the data from your Crisp connector, using the feed information you set up in step 1. For more detailed instructions, see Power BI Documentation > Load data from an OData Feed.
    Note: If you are using the `Calendar` table,  use the modeling view to ensure that there is a relationship between the `` and the `Fact.date_key` columns." For more on modeling view: Power BI Documentation > Work with Modeling view in Power BI Desktop.
  4. From PowerBI desktop, publish the data to the PowerBI workspace you created. For more, see Power BI Documentation > Publish datasets.
  5. Connect your Power BI data to Excel, by clicking the Analyze in Excel button. For more detailed instructions, see Power BI Documentation > Analyze in Excel.
  6. If you want, you can set up an automatic refresh for your PowerBI report, so that you always have the latest data. For instructions, see Power BI Documentation > Automatic page refresh in Power BI.