Save a report to a Power BI for Office 365 site

  1. If you’re in the standard Documents view of your Office 365 site, in the left navigation bar > Power BI.

Don’t see Power BI? You may need to add Power BI sites to your Office 365 site.

  1. Click add > Upload file.
  2. Browse to the report and click OK.

You may now see a thumbnail image of the report in the Power BI site.

 Note    If you can’t enable an Excel report on a Power BI for Office 365 site, all or part of the report may be too large. You may need to reduce the size of the report on a Power BI for Office 365 site.

Save a report to SharePoint Documents, then view in Power BI for Office 365

You can add a report to the standard SharePoint Documents folder of an Office 365 site and then enable the report on the Power BI site.

Enable a report on a Power BI for Office 365 site

If you add the Power BI sites app to an Office 365 site that already contains Excel reports, or you upload a report in the standard SharePoint Documents view of your Office 365 site, you may need to enable those reports to take advantage of the Power BI site functionality.

Show thumbnail images of a report

One of the advantages of viewing your reports in a Power BI for Office 365 site instead of in the standard SharePoint Documents is that reports can have thumbnail images that give an idea of the contents of the sheets in the reports.

A report has a thumbnail image if you’ve enabled it on the Power BI for Office 365 site.

  1. Open the report in the Excel client and navigate to the sheet you want for the thumbnail image.

 Note    The sheet can be an Excel or a Power View worksheet.

  1. Save and close the report.

That sheet is now the thumbnail image.

Workbook with thumbnail image on Power BI site

Report with a thumbnail image of a Power View sheet in the report.

A report will have a default thumbnail image if it isn’t enabled yet.

Default thumbnail image for workbook in Power BI for Office 365 site

Report with the default thumbnail image.

Change the thumbnail image for a report

  1. Open the report in the Excel client and navigate to the sheet you want for the thumbnail image.
  2. Save and close the report.

More about Power BI for Office 365 sites

Power BI sites on Power BI for Office 365

Enable web viewing for a report in Power BI for Office 365 sites

Reduce the size of an Excel report on a Power BI for Office 365 site

 
 
Applies to:
Power BI for Office 365