Integrating Power BI with Excel 2016 and Excel Online

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Presentation transcript:

Integrating Power BI with Excel 2016 and Excel Online Presented by Ted Pattison

About Ted Pattison and Critical Path Training 25 years as an author, technical trainer & conference speaker Specializing in Power BI, Office 365, SharePoint & Azure SharePoint MVP since 2004 Critical Path Training Advanced technical training on Power BI, SharePoint & others Offering Power BI Bootcamp as 3-day deep dive into Power BI My Upcoming Power BI Training Events PBIUG Focus Event in Chicago on June 7-8 Power BI Bootcamp in Tampa on Aug 29

Agenda Building Data Models using Excel 2016 Visualizing Data in Excel 2016 Excel Worksheets: Import versus Connect The Power BI Publisher for Excel Add-in The Analyze in Excel Add-in

Revisiting The Excel Data Model Every Excel Workbook can have a data model Provides a foundation for BI project solution When importing data with Power Query… You can add the data as a table in a worksheet You can add the data as a table in the data model Excel Workbook worksheet Database worksheet worksheet

Working with the Power Query Add-In Power Query Add-In adds a tab to Excel ribbon Click Manage button display Power Query window You must switch back and forth between Excel application window

Extracting and Modeling Data in Microsoft Excel 2016

Getting Started with the Power BI Service 2 1 3

Importing a Dataset Connect to files in OneDrive Select the file and click Connect Choose between Import or Connect

Designing Reports Power BI service provides browser-based report designer Report contains one o more pages Pages contain visuals (aka visualizations) Visuals display fields from underling data model

Dashboards contain tiles Creating Dashboards Dashboards contain tiles Tiles created from visuals on report pages 1 2 3

Workbook Import versus Connect

Power BI Publisher for Excel Download for free from Power BI service website Installs as an add-in to Microsoft Excel

Publishing Excel Items to Power BI

Analyze in Excel Add-in Allows Excel to connect to Power BI Dataset in Cloud Provides foundation for SSAS in the cloud

Analyze in Excel

Agenda Building Data Models using Excel 2016 Visualizing Data in Excel 2016 Excel Worksheets: Import versus Connect The Power BI Publisher for Excel Add-in The Analyze in Excel Add-in