Use Organization data types to view and insert data
Applies To
Excel for Microsoft 365 Excel for Microsoft 365 for Mac Excel for the web
Data types hold lots of information that you can view or add to your workbook at any time. After you convert to a data type, you can open cards that preview the info you can add to your workbook.
Try it!
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Select the Organization data type icon in the converted cell to open the data card.
: Before you insert data, we recommend making sure your data is in a table so Excel can help fill data for you.
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Scroll through the card to view the fields and values you can work with.
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Hover over any value that you want to insert and select the
: If you select a cell in a table with data types, the
Refresh data from Power BI
Power BI data doesn't update automatically in Excel, so we recommend you refresh your workbook after opening it to ensure you have the latest Power BI data. You can refresh data in two ways:
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Go to Data >
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Right-click a data type > Refresh - This will refresh the data for this particular dataset.
: Others can refresh the data in Excel if they have access to the feature and the Power BI dataset. If they don't, they will just get access to the data previously saved to the file.
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