Getting Started

When you install XLPublish, you are prompted to check our Quick Start Guide. This is an Excel workbook that introduces the core features and of the XLPublish add-in and assists you in publishing your first data to the Power BI service. Before you read on, make sure to download a copy of the Quick Start […]

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 […]

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, […]

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 […]

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 […]