Publish a workbook to a Power BI site and prepare it for Q&A

We’re working to improve Q&A, and will continue to update and refine our documentation as we develop the Q&A service and add new features.  If you find errors or have other feedback on the documentation, please let us know!

In Add synonyms to an Excel Power Pivot model you learned how to enhance a Power Pivot data model for Power BI Q&A. In order to use this workbook with Q&A, it must be published to a Power BI site and enabled.

Note    Uploading and publishing a workbook to a Power BI site requires SharePoint Contribute permissions for that site. The uploaded workbook inherits the user and group permissions set on the document library or site that contains it. These permissions can be overridden if desired. Changing the default permissions on a workbook requires Manage permission level on the site.

There are several ways to publish a workbook. Two of them are described below. After a workbook is published to a Power BI site, you will then be able to add it as a workbook for Q&A.

Publish a workbook to a Power BI site

In this scenario, you’ll upload the workbook directly into a Power BI site.

Tip    Don’t have a Power BI site? You may need to add the Power BI sites app to your Power BI for Office 365 site..

  1. Open the SharePoint Online site.

  2. From the left column, select Power BI.

  3. In the Documents area, click add > Upload file and upload your workbook to your Power BI site. While it is uploading, Power BI will display a clock image. When upload is complete, you’ll see a default thumbnail image from your workbook.

    Q&A Upload File

    The workbook now appears in both your SharePoint Online Documents Library and in the Documents area of your Power BI site.

Note    If you had uploaded the workbook to your SharePoint Online Documents Library (see below), it would still display on the Power BI site, but you’d then have to “enable” it for Power BI. Uploading it directly to Power BI saves you that step.

Publish from Excel and Office 365

In this scenario, you may already have a workbook on your Power BI for Office 365 OneDrive site or in the standard SharePoint Documents view of your Power BI for Office 365 site. Or, you may have added the Power BI sites app to a Power BI for Office 365 site that already contained Excel workbooks that you’d like to make available to Q&A.

  1. If you’re in the standard SharePoint Documents view, in the left navigation bar > Power BI.

  2. In the Power BI sites view, click the ellipsis (…) in the lower-right corner of the workbook > Enable.

    qa Enable workbook for QA

Enabling converts the workbook to an interactive format and makes it available as a data source which can be added to Q&A. When this process is complete, Power BI replaces the stock thumbnail image with a default thumbnail image from your workbook.

Add a workbook to Q&A

Before Q&A can use a Power BI workbook as a data source, that workbook must be added to Q&A.

When a question is typed in the Q&A question box or when a Featured Question is selected, Q&A looks for the answer in one or more workbooks. In the image below, Q&A is looking for answers in the Olympics workbook and the WorldBank workbook.

qa15_Results From 2

To add a workbook to the list of Q&A data sources,

  1. On the Power BI site, locate the workbook to add.

  2. Left-click the ellipsis () and select Add to Q&A.

qa Add to QA

The selected workbook now appears in Q&A, in the list of data sources.

QA Results From

See Also

Introduction to Power BI Q&A

Add synonyms to an Excel Power Pivot model

Enhancing and tuning Excel Power Pivot workbooks for Power BI Q&A

Q&A in Office 365

Q&A Forum

Applies To: Power BI, Excel 2013



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