Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Self-Service Business Intelligence in Excel

694 views

Published on

Presented at SharePoint TechFest Houston 2015. All rights reserved.

Published in: Software
  • Be the first to comment

  • Be the first to like this

Self-Service Business Intelligence in Excel

  1. 1. Theresa Eller | |
  2. 2. • Business Systems Analyst at MD Anderson Cancer Center • Microsoft Office Specialist certified in SharePoint 2013 • President of Houston SharePoint User Group (HSPUG) • Frequent speaker at SharePoint events • Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh • Mom to 2 furry, four-legged children (Shay & Cookie) Theresa Eller • Business Systems Analyst at UT MD Anderson Cancer Center • Microsoft Office Specialist certified in SharePoint 2013 • President of Houston SharePoint User Group (HSPUG) • Frequent speaker at SharePoint events • Mom to 2 furry, four-legged children (Shay & Cookie)
  3. 3. Agenda • Excel Tools • Power Query • Power View • PowerPivot • Excel 2016 • Where’s Power View? • Enhancements • Changes
  4. 4. Excel 2013 vs. Power BI Desktop Application Similarities • Generate Power View reports, charts, and maps • Numerous data sources, including SharePoint, SQL Server, OData, and the web • Store data on-premises or in the cloud (One Drive, Office 365) Differences • Share Excel files on SharePoint sites via Excel Services • Import Excel workbooks into Power BI Desktop • Share Power BI files on Power BI sites in Office 365 • Requires paid Power BI license
  5. 5. Requirements | Get Data | Edit Data | Load To…
  6. 6. Power Query • An Excel add-in that enhances the self-service Business Intelligence experience in Excel by simplifying data discovery, access and collaboration • A new add-in that provides a seamless experience for data discovery, data transformation and enrichment for Information Workers, BI professionals and other Excel users • Identify the data you care about from the sources you work with (e.g. relational databases, Excel, text and XML files, OData feeds, web pages, Hadoop HDFS, etc.). • Combine data from multiple, disparate data sources and shape it in order to prepare the data for further analysis in tools like Excel and Power Pivot, or visualization in tools like Power View and Power Map.
  7. 7. Power Query Requirements • Operating System • Windows 7, 8, 8.1 • Windows Server 2008 R2 • Windows Server 2012 • Internet Explorer 9 (or higher) • Microsoft Office 2013: • Power Query Premium: All Power Query features available for: Professional Plus, Office 365 ProPlus or Excel 2013 Standalone • Microsoft Office 2013: • Power Query Public: Available for all other Office 2013 Desktop SKUs. Includes all Power Query features, except the following ones: Corporate Power BI Data Catalog, Azure-based data sources, Active Directory, HDFS, SharePoint Lists, Oracle, DB2, MySQL, PostgreSQL, Sybase, Teradata, Exchange, Dynamics CRM, SAP BusinessObjects, Salesforce. • Microsoft Office 2010 Professional Plus with Software Assurance
  8. 8. Download & Enable Power Query Add-In • File > Options > Add-Ins > COM Add-Ins
  9. 9. Power Query Tab & Ribbon
  10. 10. Get External Data
  11. 11. Get Data from SharePoint List • Open a blank Excel document • Click on the Power Query tab • Click From Other Sources • Click From SharePoint List
  12. 12. SharePoint Site URL and List Selection
  13. 13. Load Options
  14. 14. Load To Data Model • Handles hundreds of millions of rows of data
  15. 15. Workbook Queries
  16. 16. Edit / Launch Editor
  17. 17. Query Editor Ribbon
  18. 18. Remove Unnecessary Data
  19. 19. Flatten Columns
  20. 20. Close & Load • Updates the workbook queries with applied changes
  21. 21. A Few Notes About Document Libraries • Libraries cannot be imported through the SharePoint list option • Might be able to import through Web option
  22. 22. Get Data from Microsoft SQL Database
  23. 23. Select Tables
  24. 24. Reports | Charts
  25. 25. Power View Requirements • Microsoft Excel 2013 • Office Professional Plus 2013 • Office 365 Professional Plus • Standalone edition of Excel 2013 • SharePoint Server Enterprise Edition (2010 or 2013) • SQL Server 2012 SP1 Reporting Services Add-In
  26. 26. Insert – Power View
  27. 27. Power View Sheet
  28. 28. Select Fields
  29. 29. Switch Visualization
  30. 30. Vertical Multiples
  31. 31. Filtered by Year 2014
  32. 32. Power Map • Bubble size represents Total Trip Cost • Bubble color represents Year
  33. 33. Geocode Data Through Bing
  34. 34. Change Layout
  35. 35. Charts on Same Page are Connected • Slicer is a separate chart on the same page • Slicer icon is on Design tab Slicer
  36. 36. PowerPivot • Powerful data analysis • Import millions of rows from multiple sources • Excel COM add-in • Download for 2010 • Built-in for 2013 • Enable add-in if you don’t see the PowerPivot tab
  37. 37. PowerPivot Ribbon
  38. 38. Get Data • Power Query • PowerPivot
  39. 39. Insert – Pivot Table
  40. 40. PowerPivot Sheet
  41. 41. Select Fields
  42. 42. Slicer
  43. 43. Data Refresh • Refresh – current connection • Refresh All – all connections
  44. 44. Data Refresh Summary ODC PowerPivot Power Query Excel Client M M M SharePoint/Excel Services M SharePoint/Excel Services/ PowerPivot for SharePoint M A SQL Server Analysis Services Import A A A Office 365 M M Office 365 with Power BI A* A Power BI Dashboards A A M – Manual Refresh | A – Both Manual and Automatic Refresh | * only limited data sources Source: Using Excel with External Data – What’s the Right Tool? by John White
  45. 45. Excel 2016 |
  46. 46. Improvements to Excel 2016 • New charting and analysis capabilities • Power Query is fully integrated (no longer an add-in) • New Query button within Get & Transform group • Power Maps renamed to 3-D Maps • Fully integrated on Insert tab • Power View tab missing • Must add it by going to Customize Ribbon • Search in the PivotTable field list Sources available at end of presentation
  47. 47. Questions? Theresa Eller | sharepointmadam@gmail.com | @SharePointMadam www.sharepointmadam.com | slideshare.net/sharepointmadam
  48. 48. Online Resources • Download SQL Server 2012 Express • https://www.microsoft.com/en-us/download/details.aspx?id=29062 • Download Adventure Works Database • http://msftdbprodsamples.codeplex.com/ • Power BI Blog • https://blogs.office.com/sku/power-bi/ • The White Pages • http://whitepages.unlimitedviz.com/
  49. 49. Recommended Blog Posts • Helping business analysts take full advantage of Excel 2016 and the new Power BI • What’s new for business analytics in Excel 2016 • Where Did Power View Go in Excel 2016?

×