Microsoft PowerPivot & Power View in Excel 2013

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PowerPivot is an add-in for Excel that empowers business users to create their own tabular data models. Power View is also available in the Excel 2013 client. It was first released as a server-based report authoring tool with SQL Server 2012 and is available in SharePoint Server 2010 Enterprise.

You'll learn:
* How to work with the add-in in the Excel 2013 client
* How compelling interactive reports can be created quickly and easily
* The new PowerPivot features - including pie charts, maps, KPIs, hierarchies, drill down/drill up, and report styles

Peter Myers specializes in Microsoft Business Intelligence, and provides mentoring, technical training and course content authoring for SQL Server and Office. Peter has current SQL Server and MCT certifications, and has been a Microsoft MVP (Most Valued Professional) since 2007.

Published in: Technology

Microsoft PowerPivot & Power View in Excel 2013

  1. 1. Exploring PowerPivotand Power View In Excel 2013 Peter Myers BI ConsultantBitwise Solutions January 2013
  2. 2. Exploring PowerPivot and Power View in Excel 2013 Silicon Valley SQL Server User Group 22 January, 2013
  3. 3. Presenter IntroductionPeter MyersBI ExpertBBus, MCSE, MCT, SQL Server MVP16 years of experience designing, developing andmaintaining software solutions based on Microsoftdatabase and development platformsBased in Melbourne, Australiapeter.myers@bitwisesolutions.com.auhttp://www.linkedin.com/in/peterjsmyers
  4. 4. Presentation ObjectivesThis session has been developed to inspire youwith the potential of self-service BusinessIntelligence delivered in the Excel 2013 client• This session will be useful for those new to PowerPivot and Power View• This session will also be useful for those already familiar with PowerPivot and Power View, and are curious to learn about the new features and capabilities available in the Excel 2013 client • New features in the Excel 2013 client are emphasized
  5. 5. Presentation Outline• Self-Service BI in the Excel 2013 Client• Creating a Workbook Data Model• Creating Workbook Reports• Upgrading From Earlier Versions• Summary• Resources
  6. 6. Self-Service BI in the Excel 2013 Client• Introducing PowerPivot• Introducing Power View• Describing the Development Workflow• Describing the Different Audiences
  7. 7. Self-Service BI in the Excel 2013 Client • The Excel 2013 client goes from strength to strength to deliver advanced data modeling and rich, interactive reporting capabilities • Within a single workbook, a data model can be developed to: • Integrate data sourced from multiple, different data source types • Encapsulate hierarchies, calculations and key performance indicators (KPIs) • Within the same workbook, reports can be based on the workbook data model, by using: • Power View, PivotTables and PivotCharts, CUBE functions • The workbook can be published to SharePoint, to: • Schedule automatic data refresh • Share the embedded data model and reports
  8. 8. Self-Service BI in the Excel 2013 ClientIntroducing PowerPivot • PowerPivot extends Excel’s capabilities to manage compressed storage of, and extremely fast querying and reporting from, tabular data • It achieves this with the xVelocity in-memory analytics engine • In essence, it supports developing a data model • Highlights: • Data can be loaded from a variety of data sources • Extremely large volumes of data can be stored • Data Analysis Expressions (DAX) is used to define calculations o Based on many familiar Excel functions • The model can be enriched with hierarchies, KPIs, perspectives and reporting metadata • First introduced as an add-in with SQL Server 2008 R2 • Now, with the Excel 2013 client, the add-in is automatically installed (but not enabled)
  9. 9. Self-Service BI in the Excel 2013 ClientIntroducing Power View • Power View is an interactive data exploration, visualization, and presentation experience • Highly visual design experience (WYSIWYG) • Rich meta-driven interactivity • Presentation-ready at all times • First introduced as with SQL Server 2012 Reporting Services in SharePoint mode (BI and Enterprise editions) • Now, with the Excel 2013 client, an add-in is automatically installed (but not enabled) • Power View sheets can be added to the workbook • Sheets can be based on the workbook data model, or an external tabular data model • Silverlight 5 must be installed on the client
  10. 10. Self-Service BI in the Excel 2013 ClientDescribing the Development WorkflowImport Data to Create Tables Enriching the Data Model Design: • Define Table Relationships • Calculated Columns, Measures, KPIs, Hierarchies and Perspectives Optimize the Data Model for Power View Produce Reports Based on the Data Model • Power View Sheets, PivotTables, PivotCharts, CUBE Functions Publish the Workbook to SharePoint (Optional)
  11. 11. Self-Service BI in the Excel 2013 ClientDescribing the Different Audiences • Excel users (analysts) • Produce workbook data models and reports • Publish and secure workbooks in SharePoint • Configure automatic data refresh • Create new analytic and reporting experiences by connecting to published workbook data models • IT professionals • Install and configure SharePoint Server • Manage the PowerPivot service application • Monitor workbook usage and resource utilization • Information workers • Browse to, and interact with, published workbook reports
  12. 12. Creating a Workbook Data Model• There are two integration points to produce workbook data models: • Implicit, with native Excel capabilities • Explicit, with the PowerPivot Add-In and its dedicated data modeling window• Implicit data models are based on internal workbook tables, and/or external data sources • The PowerPivot Add-In does not need to be enabled • The data model can be managed in a limited way by using the PivotTable Field List: o Relationships can be defined and managed o Implicit calculated fields (previously called measures) can be created o No additional management of the data model is supported• Explicit data models are developed in the PowerPivot window • The PowerPivot Add-In must be enabled • Can be based on an already-created implicit data model
  13. 13. Creating a Workbook Data ModelNew Features – Settings• The PowerPivot Settings window now supports: • 20 new languages • Configuration of categorization options o Categorization allows configuring a “type” value for a column o Client and reporting tools (for example, Power View) and dataset recommendation engines can exploit the categorization values • Allowing data categorizations to be sent to the Windows Azure Marketplace for dataset recommendations
  14. 14. Creating a Workbook Data ModelNew Features – The PowerPivot Window• The PowerPivot window is in Advanced mode by default• Inside the Home ribbon tab’s Get External Data group: • A new dropdown list named From Data Service is available • The Suggest Related Data option can use the Microsoft Data Classification and Recommendation Service to suggest datasets from Windows Azure Marketplace o The PowerPivot settings must be enabled to allow this • The Existing Connections command is now available in this group
  15. 15. Creating a Workbook Data ModelNew Features – The PowerPivot Window• A new Find function can locate data model objects (tables, columns and calculated fields) • An option allows hidden objects to be searched also
  16. 16. Creating a Workbook Data ModelNew Features – The PowerPivot Window• Inside the Advanced tab: • A perspective is now selected inside the Perspectives group o The perspective is now applied to both the diagram and data views o The perspective dropdown list in the diagram view has been removed • A new Data Category property is used to configure “types” of columns (but not calculated fields) • The ImageURL checkbox has been removed • To configure, set the Data Category property to Image URL
  17. 17. Creating Workbook Reports• Workbook reports can be created by using: • PivotTables and PivotCharts • CUBE functions • Power View
  18. 18. Creating Workbook ReportsNew Features - PivotTables• The PowerPivot Field List has been replaced by the regular (OLAP) PivotTable Field List • The field list can now be filtered by active tables (based on the current field selection), or all tables • Tables are adorned with an icon describing the data source type (workbook connection or table) o Hovering over the icon will reveal a tooltip that names the workbook connection • Tables consist of: o Hierarchies (if any), which consist of the hierarchy’s levels o The More Fields folder, which consists the table’s fields (columns, calculated fields and KPIs) o KPIs, which consist of their metrics • The Vertical Slicers and Horizontal Slicers drop zones are no longer available o New alignment commands on the PowerPivot ribbon tab simplify placing them around the PivotTable
  19. 19. Creating Workbook ReportsNew Features – Timelines• A timeline allows filtering by calendar time periods• It must be based on a visible data model column that stores date values • This could remove the need to create a date table and/or a calendar hierarchy• It allows filtering by: • An individual calendar year, calendar quarter, month or date, or • A range of calendar years, calendar quarters, months or dates• Like slicers, timelines can be: • Connected to multiple PivotTables • Passed into the CUBEVALUE function• Timelines are not available in Power View
  20. 20. Creating Workbook ReportsNew Features – Power View• Power View sheets can be added to an Excel 2013 workbook• A Power View sheet can be based on the workbook data model or an external tabular data model• The Power View Field List now includes: • Hierarchies • KPIs• Additional new features: • Map visualizations (using Bing Maps) • Pie charts • Hierarchy navigation • Color themes and backgrounds • Configurable data region font size • Pictures • Background images • URLs
  21. 21. Upgrading from Earlier Versions• PowerPivot workbooks created in prior versions must be upgraded if they are to be queried or managed by using the Excel 2013 client• The user will be prompted to upgrade the embedded data model when: • A new report (PivotTable or PivotChart) is created • A CUBE function attempts to connect to the data model • Any existing report is refreshed • An attempt is made to manage the data model• Once upgraded, the workbook can no longer be opened with a previous version of PowerPivot
  22. 22. DemonstrationExploring PowerPivot and Power View inExcel 2013
  23. 23. Summary• The Excel 2013 client delivers both advanced data modeling and reporting capabilities• Data modeling capabilities are delivered with the xVelocity in-memory analytics engine • Novice users can work with native Excel features to create implicit data models • Advanced users can continue to work with the PowerPivot designer window• Power View sheets extend the reporting capabilities of the Excel 2013 client• Numerous new features are available in PowerPivot and Power View
  24. 24. Resources• PowerPivot Site • http://powerpivot.com• Microsoft Office Customer Preview • http://www.microsoft.com/office/preview • Sign up and evaluate today!• Analysis Services and PowerPivot Blog • http://blogs.msdn.com/b/analysisservices• Blog entry: “Going All In with Excel 2013” • http://blogs.msdn.com/b/analysisservices/archive/201 2/07/26/going-all-in-with-excel-2013.aspx
  25. 25. Thank You!
  26. 26. Thank you for joining usTo learn more or inquire about speaking opportunities, contact: Mark Ginnebaugh, User Group Leader mark@designmind.com

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