This document provides an overview of Theresa Eller's background and an agenda for a presentation on Excel tools. Theresa is a Business Systems Analyst at MD Anderson Cancer Center, holds Microsoft Office Specialist certification in SharePoint 2013, and is President of the Houston SharePoint User Group. The agenda covers Excel tools like Power Query, Power View, PowerPivot, and changes and enhancements in Excel 2016, including the removal of the Power View tab.

1. Theresa Eller
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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. Agenda
• Excel Tools
• Power Query
• Power View
• PowerPivot
• Excel 2016
• Where’s Power View?
• Enhancements
• Changes

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. Requirements | Get Data | Edit Data | Load To…

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. 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. Download & Enable Power Query Add-In
• File > Options > Add-Ins > COM Add-Ins

9. Power Query Tab & Ribbon

10. Get External Data

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. SharePoint Site URL and List Selection

13. Load Options

14. Load To Data Model
• Handles hundreds of millions of rows of data

15. Workbook Queries

16. Edit / Launch Editor

17. Query Editor Ribbon

18. Remove Unnecessary Data

19. Flatten Columns

20. Close & Load
• Updates the workbook queries with applied changes

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. Get Data from Microsoft SQL Database

23. Select Tables

24. Reports | Charts

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. Insert – Power View

27. Power View Sheet

28. Select Fields

29. Switch Visualization

30. Vertical Multiples

31. Filtered by Year 2014

32. Power Map
• Bubble size represents
Total Trip Cost
• Bubble color
represents Year

33. Geocode Data Through Bing

34. Change Layout

35. Charts on Same Page are Connected
• Slicer is a separate chart
on the same page
• Slicer icon is on
Design tab
Slicer

37. 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

38. PowerPivot Ribbon

39. Get Data
• Power Query • PowerPivot

40. Insert – Pivot Table

41. PowerPivot Sheet

42. Select Fields

43. Slicer

45. Data Refresh
• Refresh – current connection
• Refresh All – all connections

46. 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

47. Excel 2016
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48. 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

49. Questions?
Theresa Eller | sharepointmadam@gmail.com | @SharePointMadam
www.sharepointmadam.com | slideshare.net/sharepointmadam

50. 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/

51. 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?