XLPublish Demo Videos 1 to 3

Here are 3 videos with increasing lengths and detail … The first (Using XLPublish To Publish to Power BI) is a quick (4 min) video showing how you would use an XLPublish configured Excel file on an ongoing basis to refresh the data in your Power BI Reports. The second (The Settings Inside An XLPublish Solution) […]

Advanced Target Folder Options

There are 4 places that you can use as Target Folders in XLPublish… 1. The Source File’s folder This is the default and most common place to place your Target file for many obvious reasons, most notably that the files stay together in your own personal Workspace. This of course becomes a problem (or a […]

XLPublish Is Here !!

Today Personal Logic Associates Inc. is proud to ship the XLPublish – our new Add-in for Excel that makes publishing your Excel data in Power BI Easy, Reliable and Repeatable. With XLPublish you can make your current Excel Ranges, Tables, Pivot Tables and Charts on-going sources of Power BI Datasets. Without installing a data gateway! […]

How to sync your publish with a database server

Although you can publish your Target tables directly to Power BI Service or through a SharePoint Folder (for example) in the cloud, your company might want this data to be made available to Power BI through either an internal SQL Server instance or through an Azure database in the Cloud.  XLPublish can accommodate this. If […]

Two-Click Publishing

Once a Source file has been saved configured with “Tagged” items, a Target Folder and File Name as well as whether or not it will be Published directly to Power BI or to an Azure or SQL Database directly you need only change the data in the Source File as the new Period (Hour, Day, […]

How to protect a Source file

In this dialog you can add a Password for this Target file.  If you do this then ONLY a person with knowledge of that password is able to make any changes to the Target folder. In fact anyone else will not be able to change the XLPublish settings in the Source file without knowing that Password […]

How to set the Target file

By default XLPublish creates the file name of the Target file from the name of the Source File with the prefix “xlp_” added. You can however edit this name in this Text Box and you do NOT have to have the “xlp_” prefix (but we suggest it as an “XLP best practice”). This Target file […]

How to sync your publish with Power BI

With XLPublish you can push your data directly from your Source file right to a Power BI Service Dataset EVERY TIME YOU PUBLISH AND IN REAL-TIME. This means XLPublish will create a new Dataset in the Power BI Workspace of your choice if it does not exist yet and will refresh the tables automatically in this […]

Easy Data Modeling

With XLPublish you can use our ULookup feature to establish relationships within the Target file. These would ensure that there will be no Orphan records in the Child Table(s) and would assure relationships in the Data Model, should you import the Data Model into PowerBI. In order to prevent invalid data, XLPublish automatically analyzes all […]

Safe Data Storage

XLPublish includes several distinctive security capabilities designed to protect the integrity of your data. Firstly, when you create an XLPublish tagged file you become the Owner of its XLPublish settings and with a password you define you are the only one who can make changes to the configuration. This means that files can be distributed to […]

How to set the Target folder

Once you have chosen the parts of your Source file that you are going to Publish using XLPublish you must choose a Target Folder in which to place the Target File that is created as a Staging source for your Power BI Reports and Dashboards. By default in a new Source file the default location […]

Quick Development

A key feature of XLPublish is that you can use any Excel file you currently have as a Source file with little or no changes. We paid special attention to simplify the process of configuring your Source files as much as possible. Of course you can also build purpose-built Source files to take advantage of […]

Small Data Footprint

Many Power BI solutions today rely on pumping large amounts of detailed data to Power BI in the Cloud from which aggregations get performed.  While this is possible, we feel that it is much more efficient to pre-aggregate your data in Excel, behind the Firewall and then Publish just the data that you are going […]

Perform Common Data Transformations Easily

While the default XLPublish setting is to publish current Snapshots of your spreadsheet results, you can easily convert any Tagged data set to collect a sequential set of data for the number of periods you define, simply and easily (Continuous Tables). You may also merge the contents of multiple Ranges or Tables on subsequent worksheets by another […]

Converge multiple Source files

In XLPublish you can have multiple Source files feed data Tables into a single Target file if you wish.  This allows you to integrate data from multiple spreadsheets anywhere on your network into a single set of tables in a Target file that Power BI can use as a single Source for a Power BI Report(s). […]

How to tag data in a Source file

In the “Manage” Dialog you can select (“tag”) ranges and objects (pivot tables, charts) in your Source file.  Once Tagged, these items will be captured by XLPublish when you Publish, converted to Relational tables and pushed to whichever Target destination you chose (XLP Target File and/or an Azure/SQL Database or Power BI Service Dataset). Add […]