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)

Agenda Excel Tools Power Query Power View PowerPivot PowerPivot Gallery Power View Reports Excel 2016 (time permitting)

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

Requirements | Get Data | Edit Data | Load To…

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.

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

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

Power Query Tab & Ribbon

Get External Data

Get Data from SharePoint List Open a blank Excel document Click on the Power Query tab Click From Other Sources Click From SharePoint List

SharePoint Site URL and List Selection

Load Options

Load To Data Model Handles hundreds of millions of rows of data

Workbook Queries

Edit / Launch Editor

Query Editor Ribbon

Remove Unnecessary Data

Flatten Columns

Close & Load Updates the workbook queries with applied changes

A Few Notes About Document Libraries Libraries cannot be imported through the SharePoint list option Might be able to import through Web option

Get Data from Microsoft SQL Database

Select Tables

Reports | Charts

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

Insert – Power View

Power View Sheet

Select Fields

Switch Visualization

Vertical Multiples

Filtered by Year 2014

Power Map Bubble size represents Total Trip Cost Bubble color represents Year

Geocode Data Through Bing

Change Layout

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

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

PowerPivot Ribbon

Get Data Power Query PowerPivot

Insert – Pivot Table

PowerPivot Sheet

Select Fields

Slicer

Data Refresh Refresh – current connection Refresh All – all connections

Data Refresh Summary ODCPowerPivotPower Query Excel ClientMMM SharePoint/Excel ServicesM SharePoint/Excel Services/ PowerPivot for SharePoint MA SQL Server Analysis Services ImportAAA Office 365MM Office 365 with Power BIA*A Power BI DashboardsAA 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

Excel 2016

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

Questions? Theresa Eller | | slideshare.net/sharepointmadam

Online Resources Download SQL Server 2012 Express Download Adventure Works Database Power BI Blog The White Pages

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