1. Donald Donais Minnesota SharePoint Users Group – April 2019
Become an Excel Power User - Connecting and Analyzing Your SharePoint Data
Donald Donais
Minnesota SharePoint Users Group – April 2019

2. Donald Donais Office 365/Enterprise Collaboration Manager
Husband & Father (Ages 17 & 14)

3. Today’s Agenda Previous ways to extract Data
New Method to Extract Data
Getting Data Ready for Display
Displaying in SharePoint
Today’s Agenda

4. Previous ways to extract data

5. Export to Excel Available with most version of SharePoint
Export list or library information including:
Contacts
Calendar
Tasks
Issues
Custom List
Discussion Board
Document Library
Exports the columns displayed in view
Creates an .iqy (query) file
Can refresh data from SharePoint to get updates
Works with 2013 to current versions of Excel

6. Nice, but . . . Transformation of data happens after export
Will lose transformations on refresh of data
Need to rely on calculations for data normalization
Issue with large lists not exporting correctly
Reliant on the filtered SharePoint list view
Feature requires Internet Explorer add-ins

7. Demo
Export to Excel

8. New method to extract data

9. Get & Transform in Excel
Newer version of Power Query
Available as add-in for Excel 2010 or
Built in for Excel 2016 and newer
Get & Transform/Power Query is also found in Power BI

10. What does Get & Transform do?
Connect to your data source: local, in a service or cloud
Transform or shape the data to meet needs
Combine with other data sources to create a data model
Share the query with others through saving, sharing or reports

11. Connect to Data Connections include: Excel or CSV files
Access, SQL Server, Oracle, MySQL, Azure database
Web sites, SharePoint lists, Facebook, Salesforce, and much more

12. Transform & Combine Does not change the data in the data source
Easy to change for own needs
Changing the data type
Adding a calculated column
Removing a column
Merging or appending tables . . .
Query Editor to easily transform the data
Advanced Editor available using M Language
Transformations stay when refreshing

13. Share Make Query available through Power BI Data Catalog
Publish to Power BI
Create reports using data
Save Excel in SharePoint or OneDrive and share
Use Excel Services to display within SharePoint

14. Demo
Connect – to SharePoint Lists
Transform – data for analysis

15. Getting data ready for display

16. Analyzing Data Using Excel
Conditional Formatting
Built In or Custom Rules
Provide visual cues about data using color
Cell and text formatting
Color Scales
Data Bars
Icon Sets
Rules Manage

17. Analyzing Data Using Excel
Pivot Tables/Charts
Easy way to analyze a lot of data
Consolidate based on a recurring value
Quickly add calculations and summarize data
Use Pivot Charts to quickly convey a story

18. Analyzing Data Using Excel
Charts
Illustrate data graphically
Chart Types include:
Bar
Line
Pie
Column
Surface
Maps and 3D Maps . . .
Recommended Charts
Easy to manipulate

19. Demo
Conditional Formatting
Pivot Tables
Charts

20. Displaying in SharePoint

21. Excel Services or Excel Online
Display Excel workbook in SharePoint
Worksheets, tables, charts can be displayed
SharePoint 2010 – 2019 Need Enterprise Version
SharePoint Online uses Excel Online
Configure during Save/Save As > Browser View Options

22. Displaying SharePoint Page
Different experience for classic vs. modern pages
SharePoint Classic - Excel Web App
Modern Page – File Viewer

23. Demo
Excel Browser Options
Embedding on SharePoint Page

24. Todays Agenda Previous ways to extract Data New Method to Extract Data
Getting Data Ready for Display
Displaying in SharePoint
Todays Agenda

25. Questions

26. Thank you! Donald Donais Twitter: @dondonais