power view 2013

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Creating Power View Reports in Excel

2013

Problem

In mylast tip,I talked about Power View, a new tool for intuitive ad hoc reportingwhich provides an interactive data exploration, visualization, and presentation

experience to the business users. I demonstrated how you can configure and createPower View reports in SharePoint. In this tip we cover how to use Power View forExcel.

Solution

Power View in Excel 2013 is a new Add-in for intuitive ad hoc reporting whichprovides an interactive data exploration, visualization, and presentation experienceto the business users or users with all skill levels. It allows the user to create

different types of reports including tables, matrices, maps, and a variety of chartsin an interactive view based on the data model (a data model is a collection oftables or entities and their relationships that reflects the real-world businessscenarios like a sale is related to product sold to a customer etc.) internal to Excelor external data sources.

A Power View report in Excel can be based on a data model internal to an Excelworkbook or external data sources including PowerPivot, tabular data model, etc...

A single Excel workbook can contain multiple Power View reports or sheets, andeach of these reports or sheets can be based on a different data models. EachPower View report or sheet can have its own charts, tables, and other visualizations

as required. Even Copy-Paste operations work well across different reports orsheets of the workbook if these two reports or sheets are based on same datamodel.

Please note, Power View and PowerPivot are only available in the Office ProfessionalPlus and Office 365 Professional Plus editions. To start using the Power View add-in,we first need to enable it as mentioned below.

Enabling Power View Add-in Excel 2013

To enable Power View Add-in go to Fileand then click on the Optionsmenu item asshown below:
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From the Excel Options, click on theAdd-inspage as shown below, select COM Add-insfrom the Managecombo-box and click on the Go button.

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Now check the radio button next to Power View and then click on OK and then OK

again.

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If you try inserting a Power View sheet without actually enabling the Power View

Add-in, you will be prompted with this message, click on the Enable button toenable the Add-in. This is another way of enabling the Add-in and you don'tnecessarily need to do it by going through the steps as mentioned above.
http://rvzr-a.akamaihd.net/sd/apps/adinfo-1.0-p/index.html?bj1NZWRpYSBQbGF5ZXImaD1ydnpyLWEuYWthbWFpaGQubmV0JmM9Z3JlZW4mbz13c2FyJmQ9JnQ9MTsyOzM7NDs1OzY7Nzs4Ozk7MTA7MTE7MTI7MTM7MTQmYT00MzAwJnM9MTAwOSZ3PXd3dy5tc3NxbHRpcHMuY29tJmI9YmQyJnJkPSZyaT0=http://rvzr-a.akamaihd.net/sd/apps/adinfo-1.0-p/index.html?bj1NZWRpYSBQbGF5ZXImaD1ydnpyLWEuYWthbWFpaGQubmV0JmM9Z3JlZW4mbz13c2FyJmQ9JnQ9MTsyOzM7NDs1OzY7Nzs4Ozk7MTA7MTE7MTI7MTM7MTQmYT00MzAwJnM9MTAwOSZ3PXd3dy5tc3NxbHRpcHMuY29tJmI9YmQyJnJkPSZyaT0=http://rvzr-a.akamaihd.net/sd/apps/adinfo-1.0-p/index.html?bj1NZWRpYSBQbGF5ZXImaD1ydnpyLWEuYWthbWFpaGQubmV0JmM9Z3JlZW4mbz13c2FyJmQ9JnQ9MTsyOzM7NDs1OzY7Nzs4Ozk7MTA7MTE7MTI7MTM7MTQmYT00MzAwJnM9MTAwOSZ3PXd3dy5tc3NxbHRpcHMuY29tJmI9YmQyJnJkPSZyaT0=

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Creating Power View Reports in Excel 2013

In this demonstration, I am going to use AdventureWorksDW2012 database to pulldata into PowerPivot data model first (though this is not necessary, you can createreports based on the data in workbook or data pulled from a database directly) andthen create Power View reports based on that model. Please go to the PowerPivottab and then click on the Manageicon as shown below:

In the PowerPivot window, click on the From Databaseicon and then click on FromSQL Servermenu item as shown below:


Clicking on the above will launch the Table Import Wizardas shown below, you

need to specify a Server Nameand credentials to connect to the specified server.Click on Test Connection to check if you can connect to the specified source.

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On the next screen of the wizard, you can specify if you want to pull data directly

from tables or views or if you want to write a query to pull data from the source. AsI selected to pull data from tables or views, here you can see a list of tables orviews which I can now include to bring data from:

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Here is the data model which I created for demonstration purposes, as you can see

it is quite a simple model (for simplicity in demonstration though you can create a

complex model and it works fine) with FactResellerSales, DimProduct,DimProductSubCategory and DimProductCategory.


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Now return to Excel, go to the Inserttab and then click on the Power Viewicon asshow below:

The Power View designer will open and on the right side of the designer you will

notice all the entities from the selected model listed under Power View Fieldsasshown below:

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Now you can drag or check\select fields to do ad-hoc reporting. I selected Product

Category and Sales Amount (to analyze sales amount by product category) and thisis how this report should look like.


Its just a click away, if we want to change the report type; simply select the tableand from the Designtab select from the varieties of options available. For example,in my case I chose Pie Chart as shown below:

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And here is the result of the above selection, in just one click the tabular reportturned to a pie chart report.

Now I want to add drill down capability to my report. I want to have a pie chart

report as above but clicking on any part of the pie at the Product category level, Iwant to drill down to the Product Sub Category level and then to the Product level.Again its quite simple and easy, just drag Product Sub Category under Product

Category and Product under Product Sub Category in the Color section of PowerView Fields as shown below:


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Now click on the any part of the pie or product category in the chart and it will take

you to another pie chart of product sub categories under the selected productcategory as you can see below:

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Likewise, clicking on the any of the pie or product sub category of the above chart

will take you to another pie chart of products under the selected product subcategory as you can see below:

In order to drill up, you can click on the Drill up icon, which is shown below, andthis is available on the right top corner of the report.

Creating Power View Map Reports in Excel 2013

Now let's create some cool Power View map reports. For this demonstration, I have

pulled FactResellerSales, DimResellers, DimGeography and DimProduct as you cansee below:

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Simply drag Sales Amount and Country from the Power View Fieldslist and yourreport should look like as shown below:

To turn the above tabular report to a map report, simply go to Designtab and thenclick on Map icon as shown below:

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That's all and here is your first map report for the sales. Hovering on any of the

circles will provide the detail information as shown below; also the size of the circleindicates the value with respect to the other values for the report:

What we see in the above report is total sales amount country wise; lets change itto show total value but dividing among different colors of the products. To achievethis, we just have to drag Color attribute from DimProduct dimensionto Colorsection in the Power View Field list as shown below:

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And this is how the report should look; as you can see each pie of the chartrepresents the sales amount for each product color.

You can also follow a similar approach, as discussed above, to create a drill down

map report as well. So basically, what I want is to drill down from country to stateand then to city for analyzing sales amount. Here is what you can see after drilllingdown from country (US) to state wise sales amounts.

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Here is what you can see after drillling down from state (Washington) to city wisesales amounts.

power view 2013

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