Box 1: Yes

If you ' d like to see the data that Power BI uses to create a visualization, you can display that data in Power BI. You can also export that data to Excel as an .xlsx or .csv file. The option to export the data requires a Pro or Premium license and edit permissions to the dataset and report.

Note: Export data from a Power BI dashboard

Select the ellipsis in the upper-right corner of the visualization.

Choose the Export data icon.

Power BI exports the data to a .csv file. If you ' ve filtered the visualization, then the app will filter the downloaded data.

Your browser will prompt you to save the file. Once saved, open the .csv file in Excel.

Box 2: No

Underlying data: Select this option if you want to see the data in the visual and additional data from the model (see chart below for details). If your visualization has an aggregate, selecting Underlying data removes the aggregate. When you select Export, Power BI exports the data to an .xlsx file and your browser prompts you to save the file. Once saved, open the file in Excel.

Box 3: Yes

A KPI dataset needs to contain goal values for a KPI. If your dataset doesn ' t contain goal values, you can create them by adding an Excel sheet with goals to your data model or PBIX file.

Note: A Key Performance Indicator (KPI) is a visual cue that communicates the amount of progress made toward a measurable goal.