Microsoft Excel 2013 PowerPivot & Power View Bobby Wan

Agenda Importing Data Relationships Creating a PivotTable Creating a Pivot Chart PowerPivot Creating Charts Highlighting Data Using Slicers Creating Multiples Charts Using Map Visualizations Power View Agenda

Using PowerPivot

Enabling the PowerPivot Add-In

Note: Features availability Power View and Power Pivot are available in the Office Professional Plus and Office 365 Professional Plus editions, and in the standalone edition of Excel 2013 Note: Features availability RAM 2 to 4 GB of RAM. The add-in consumes approximately 25 MB of RAM. An additional 33 MB is consumed when the first PivotTable is added to the worksheet. Additional RAM is required for PowerPivot workbooks. The amount of RAM required will vary depending on the workbook you create. PowerPivot supports files up to 2GB in size. The 64-bit version of PowerPivot enables you to work with up to 4GB of data in memory, and the 32-bit version enables you to work with up to 2GB of data in memory.

Power Pivot extends the capabilities of the PivotTable data summarization and cross-tabulation feature What is PowerPivot? with new features such as expanded data capacity, advanced calculations, ability to import data from multiple sources, and the ability to publish the workbooks as interactive web applications. As such, Power Pivot falls under Microsoft's Business Intelligence offering, complementing it with its self-service, in-memory capabilities. Features of PowerPivot: Allows you to organize tables for the PivotTable tool in a relational way, freeing the analyst from the need to import data as Excel sheets before analyzing them. , it is in reality very important: for PowerPivot to work, the data should not be stored inside Excel tables, it needs to be stored inside the PowerPivot database. The PowerPivot database is also referred to as the “Excel data model.” The two terms relate to the very same technology: the Excel data model is, in reality, a PowerPivot database; and the PowerPivot database is stored inside the Excel workbook. Think of a relationship as a sort of automatic VLOOKUP to think of a relationship as a way to tie together two tables, using a column in both. The key to turn a set of tables into a data model is the existence of relationships the following is true:   A set of tables is nothing but a set of separate tables. A set of tables with relationships holding among them is a data model. In order to open the PowerPivot window, you need to click the Manage button on the ribbon, which opens the main PowerPivot window

Power Pivot Features Overview Expanded data capacity Advanced calculations Ability to import data from multiple sources Ability to organize tables for the PivotTable tool in a relational way Overview

Import Data from Multiple Sources

Can Preview and Filter before Importing

The PowerPivot Window The Table Import Wizard closes and the table date are displayed in Excel in separate worksheets

Example of Relationships 1 2 3 4 5

Checking Relationships Relationships allow you to describe the connections between different database tables to perform powerful cross-table queries Relationships allow you to describe the connections between different database tables in powerful ways. Once you’ve described the relationships between your tables, you can later leverage that information to perform powerful cross-table queries, known as joins. When you import data from Microsoft Access, the table relationships are also imported.

Adding Calculated Columns Click in anywhere in the empty column = [Quantity] * [UnitPrice] Rename new field to Sales Amount

Inserting PivotTables Once the data has been imported into PowerPivot, you can now begin to create the PivotTables Once the data has been imported into PowerPivot, you can now begin to create the PivotTables. In this section, we will create a PivotTable to summarize the amount of sales for various products from different categories.

Choose Fields to Add to Report In the PivotTable Fields list, under the Products table, select ProductName. In the PivotTable Fields list, under the Order Details table, select the Quantity and Sales Amount fields. Click the PivotTable Tools - Design tab. Click the Report Layout button in the Layout tab. Click Show in Tabular Form

Inserting Pivot Charts Click the PowerPivot tab. Click the Manage button Inserting Pivot Charts It can be hard to see the big picture when you have data in a huge PivotTable A PivotChart can help you make sense of this data. Click the PowerPivot tab. Click the Manage button. The PowerPivot windows appears. Click the PowerPivot tab. Click the Manage button Click the arrow below the PivotTable button. Click PivotChart.

Power Pivot has four basic steps to what it offers: Within the PowerPivot for Excel environment, you can bring data from virtually anywhere. Easily organize, connect, and manipulate tables of large data sets. Perform an in-depth analysis of your data, any way you want to slice it. Use PowerPivot for SharePoint to share your workbooks across your team or publish them to the Web Power Pivot has four basic steps to what it offers:

Using Power View

Agenda Importing Data Relationships Creating a PivotTable Creating a Pivot Chart PowerPivot Creating Charts Highlighting Data Using Slicers Creating Multiples Charts Using Map Visualizations Power View Agenda Power View Power View does not work with Excel tables; it only works with the data model. Power View works only with the data model, when you create a Power View report, you don’t have the option to choose the source of data—it is the data model by default Power View i can create beautiful reports with a minimum of effort. The tabular representation of information is less than wonderful—you need a way to show the same information with charts. Let’s start with the geography. It would be much better to show the sales on a map By loading data first in Excel and only later in the data model, you are not making good use of resources: you are hitting the limits of Excel long before you hit the limits of PowerPivot. interesting features of PowerPivot is its ability to load data directly inside the data model, without Excel even knowing it. Doing this, you are loading data only once and in its best format (highly compressed). Nevertheless, there are some drawbacks to not performing the extra step of Excel loading: PowerPivot tables are read-only If you load a table in Excel, then you have all Excel editing features available. If the table is loaded into PowerPivot directly, then no editing is permitted

Power View provides an interactive data exploration, visualization, and presentation experience. Pull your data together in tables, matrices, maps, and a variety of charts in an interactive view that brings your data to life. What is Power View? Power View does not work with Excel tables; it only works with the data model. Thus, if you create a Power View report, all the tables you use in the report will be automatically added to the data model, same as with the PivotTable, when you added more than one table to the PivotTable report. Because Power View works only with the data model, when you create a Power View report, you don’t have the option to choose the source of data—it is the data model by default. . The major benefit of Power View is that it can create beautiful reports with a minimum of effort. Once the Power View report is opened, you will see an empty canvas on the left of the window and the list of tables in the data model in the right panel, which resembles the PivotTable Field list. The idea of Power View is to start with data and decide only later what format you want to use for them. You have seen that the idea of Power View is first the data, then the graphical representation.

Creating Chart in Power View First insert a table in Power View Click the Insert tab. Click Power View Creating Chart in Power View First insert a table in Power View Open Power View workbook. Click the Insert tab. Click Power View in the Reports group After creating a new Power View report, you can now insert data onto the report canvass. You can create a table by selecting fields from the Power View Fields pane or by dragging fields onto the report canvass from the Items table, select the Category field. From the Quantities table, drag ∑ Qty Served to the one-column table.

Creating Charts in Power View In the Power View sheet Creating Charts in Power View In the PowerView xx sheet click on the table Click the Design tab. Click Stacked Bar Chart in the Smart Visualization group. NOTE Now that you started using it, it is worthwhile to discuss briefly what Power View is. Power View is a graphical data exploration tool designed to let you investigate data using charts instead of PivotTables. In this way, you can easily look at pictures instead of numbers, and when you discover something worth investigating further, then you can continue using a PivotTable, drilling down to explore the details. Power View is not a sophisticated charting environment. Its goal is to let you create charts very quickly and look at data in different formats in a simple way. Converting a table into a slicer lets you use them to filter the report. . Remember that simplicity is the leitmotif of Power View. Do not even try to search the charting capabilities of Power View for the richness and complexity of Excel charts. Excel lets you create any type of chart by giving you thousands of different options. Power View goes in the opposite direction: a few mouse clicks are always enough to build beautiful charts, but if you need more configurability, then Power View is not the tool to use. One of the most interesting features of PowerPivot is its ability to load data directly inside the data model, without Excel even knowing it. Doing this, you are loading data only once and in its best format (highly compressed). To give you a rough idea of what this means, note that the sales table you used in Chapter 1, to analyze sales resulted in an Excel workbook of around 10 MB. The same table, loaded directly inside PowerPivot without the extra step of Excel loading, resulted in a workbook that was only 1 MB in size (that is, 10 times smaller). It is interesting to note that, when PowerPivot loads tables from a server, it not only loads the data, but it also performs an extra step that analyzes any existing relationship in the database, and if the relationship can be loaded in PowerPivot, it automatically creates it. If you load a table in Excel, then you have all Excel editing features available. If the table is loaded into PowerPivot directly, then no editing is permitted. For example, you cannot add Excel-calculated columns. That does not mean that you cannot make changes, though. In fact, with PowerPivot, you have an impressive number of calculations that can be easily performed on your table, and you can add new columns to the original tables using the DAX language. But you will not be able to modify the original content in any way. This feature might be also an advantage: it keeps you from modifying data by mistake. Either way you look at it, it remains a feature to consider when building your report. a PivotTable created from inside the PowerPivot window is—by default—a PivotTable over the PowerPivot data model. DAX, which stands for Data Analysis eXpression language, is the language of PowerPivot and of SQL Server Analysis Services Tabular. Excel is focused on cell calculation. You define a cell and, inside the formula, you reference other cells by using their coordinates. Thus, a formula like A2+B10 is a valid formula in Excel because A2 and B10 are the coordinates of a cell. DAX is focused on tables and columns because its environment is the PowerPivot data model, which is not built on top of cells but on top of tables.

Creating Multiple Charts using Copy and paste Click the Power View tab. Click the Copy button in the Clipboard group. Click the Paste button in the Clipboard group. A copy of the chart is pasted onto a blank area of the report canvass. In the Power View Fields pane, from the Items table, de-select the Category field. The Category field is removed from the chart. In the Power View Fields pane, from the Items table, click and drag the Distributors field to the chart. The data is added to the chart.

Adding a Second Series to a Chart e.g. Quantity Consumed

Sorting Chart Values

Highlighting Chart Data selected item is highlighted and the rest of the items are grayed out When you click on an item in a chart such as column, bar or slice, the selected item is highlighted and the rest of the items are grayed out. If you have more than one chart on the canvass, highlighting data on one chart will also highlight data on other related charts. Press the Ctrl key, then click on the Beverages and the Vegetables bar.

Using Slicers to filter data visually e. g Using Slicers to filter data visually e.g. category drawing and drawing You can use more than one slicer in your report to filter data. For example, you may want to have multiple slicers to filter by various categories and fields. In the Power View Fields pane, from the Items table, select the Drawing field. Click the Design tab. Click the Slicer button. A table containing images from the Category Drawing field is displayed. PowerPivot Tab ->manage to add image address to columns Slicers.xlsx

Creating Multiples Chart Select Medals Report sheet. Creating Multiples Chart In the Power View Fields pane, from the Medals table, click the NOC_CountryRegion and the Medal Count fields In the Power View Fields pane, from the Medals table, click and drag the Year field to the Vertical Multiples box. Click the Layout tab. Click the Grid Height button. Select 5 from the list. Click the Grid Width button. Select 6 from the list. Multiples.xlsx

Map Visualizations Click the Insert tab. Click the Power View button in the Reports group. In the Power View Fields pane, from the Medals Table, select the Medals Count field and de-select the Medals field. drag the Medal field to the Color box. Click the Insert tab. Click the Power View. Rename Medals Ch oose NOC Country andmedal count. Then MAP Mapcharts.xlsx

Map Visualizations adding Medals to COLOR Mapcharts.xlsx

Thank You. Have a great day! The End Thank You. Have a great day! Bobby Wan www.bobbypresents.com