Module 13: Creating Data Visualizations with Power View

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Presentation transcript:

Module 13: Creating Data Visualizations with Power View Course 10778A Module 13: Creating Data Visualizations with Power View Module 13 Creating Data Visualizations with Power View

Module 13: Creating Data Visualizations with Power View Course 10778A Module Overview Module 13: Creating Data Visualizations with Power View Introduction to Power View Visualizing Data with Power View

Lesson 1: Introduction to Power View Course 10778A Lesson 1: Introduction to Power View Module 13: Creating Data Visualizations with Power View What Is Power View? Considerations for Creating Tabular Data Models to Support Power View

Module 13: Creating Data Visualizations with Power View Course 10778A What Is Power View? Module 13: Creating Data Visualizations with Power View A Silverlight application that is part of SQL Server 2012 Reporting Services Uses tabular data models as data sources Integrated with PowerPivot for SharePoint 2010 A data exploration tool that enables you to create visually impressive reports quickly and easily Not a replacement for existing reporting and data analysis tools .

Module 13: Creating Data Visualizations with Power View Course 10778A Considerations for Creating Tabular Data Models to Support Power View Reports Module 13: Creating Data Visualizations with Power View Implement custom summary values by using the Summarize By property Sort columns correctly by using the Sort by Column property Use the tabular data model reporting properties to define: Default Label Default Image Image URL Default Field Set Row Identifier Keep Unique Rows

Module 13: Creating Data Visualizations with Power View Course 10778A Demonstration: Modifying a Tabular Data Model to Support Power View Reports Module 13: Creating Data Visualizations with Power View In this demonstration, you will see how to: Configure column properties Create custom summaries Deploy the tabular data model project Task 1: Configure column properties Ensure that the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod13 folder, run Setup.cmd as Administrator. In the D:\10778A\Demofiles\Mod13 folder, open the Sales Demo.sln solution. In Solution Explorer, double-click Model.bim. Then click the Customer tab and note that the tables in the model contain no data. On the Model menu, click Process, and then click Process All. If prompted for impersonation credentials, specify the user name ADVENTUREWORKS\ServiceAcct and the password Pa$$w0rd, and then click OK. Wait until processing completes, and then in the Data Processing dialog box, click Close. On the Date tab, click the Month column and press F4. Then, in the Properties window, in the Sort by Column drop-down list, select MonthNumberOfYear. On the Product Category tab, click the Product Category column. Then, in the Properties window, click Default Label, and then in the drop down list, click True. Task 2: Create custom summaries On the Reseller Sales tab, click the Order Quantity column. Then in the Properties window, click Summarize By, and then in the drop down list, change the value to Sum. On the Internet Sales tab, click the Order Quantity column. Then in the Properties window, click Summarize By, and then in the drop down list, change the value to Sum. Task 4: Deploy the tabular data model project On the File menu, click Save All In Solution Explorer, right click Sales Demo and then click Deploy. When deployment has completed, in the Deploy dialog box, click Close. Close SQL Server Data Tools.

Lesson 2: Visualizing Data with Power View Course 10778A Lesson 2: Visualizing Data with Power View Module 13: Creating Data Visualizations with Power View The Power View User Interface Creating a Basic Report Enhancing a Report Adding Interactive Elements to a Report

The Power View User Interface Course 10778A The Power View User Interface Module 13: Creating Data Visualizations with Power View Visualizations Gallery Fields Section Field List View Filter Area Layout Section

Creating a Basic Report Course 10778A Creating a Basic Report Module 13: Creating Data Visualizations with Power View Create reports by connecting to tabular data models in PowerPivot Gallery Choose from a range of different visualizations Create reports with multiple pages Save reports to PowerPivot Gallery, export to PowerPoint, and print hard copies

Module 13: Creating Data Visualizations with Power View Course 10778A Enhancing a Report Module 13: Creating Data Visualizations with Power View Add a series Add filters and slicers Add small multiples

Demonstration: Creating a Power View Report Course 10778A Demonstration: Creating a Power View Report Module 13: Creating Data Visualizations with Power View In this demonstration you will see how to: Create a BI Semantic Model Connection Create a Power View report Add a view to a report Save and export a report Task 1: Create a BI Semantic Model Connection Ensure that you have completed the previous demonstration in this module. Start Internet Explorer and browse to the SharePoint site at http://mia-sqlbi. Then, on the Adventure Works Portal - Home page, under Libraries, click PowerPivot Gallery. On the SharePoint ribbon, in the Library Tools section, click Library. In the Settings area, click Library Settings. Under the General Settings area, if a Content Types section exists, review the content types enabled for this document library. If no Content Types section exists or the BI Semantic Model Connection is not listed, perform the following steps to enable management of content types and add it. In General Settings, click Advanced settings. In Content Types, in the Allow management of content types? section, click Yes, and then click OK. On the Document Library Settings page, in the Content Types section, click Add from existing site content types. In the Select site content types from: list, click Business Intelligence. In the Available Site Content Types list, click BI Semantic Model Connection, click Add, and then click OK. On the Document Library Settings page, under Libraries, click PowerPivot Gallery. On the SharePoint ribbon, in the Library Tools section, click Documents. Then in the New Document drop-down list, click BI Semantic Model Connection. In the New BI Semantic Model Connection page, in the File Name box, type Sales Demo; in the Description box, type Sales data model; in the Workbook URL or Server Name box, type localhost\SQL2; in the Database (if connecting to a server) box, type Sales Demo; and click OK. After a few moments, the Sales Demo connection is shown in the PowerPivot Gallery document library. Task 2: Create a Power View Report On the PowerPivot Gallery page, to the right of Sales Demo, click the Create Power View Report icon. In the Power View window, in the fields pane, expand Internet Sales, and then select Internet Sales Total. On the ribbon, in the Table Tools group, on the Design tab, in the Visualizations area, click Column. Drag the lower-right corner of the chart and resize it to fill the available space. In the fields pane, expand Date, and then select Calendar Year to add this column to the Axis Fields field in the Layout Section. Select Month to add this column to the Series field in the Layout Section.

Adding Interactive Elements to a Report Course 10778A Adding Interactive Elements to a Report Module 13: Creating Data Visualizations with Power View Tiles Group visualizations together Filter them all with a single click Scatter charts Display many related data items together Add play axis to view change over time

Demonstration: Using a Play Axis in a Report Course 10778A Demonstration: Using a Play Axis in a Report Module 13: Creating Data Visualizations with Power View In this demonstration you will see how to: Create a scatter chart that includes a play axis Task 1: Create a scatter chart with a play axis Ensure that you have completed the previous demonstration. In Internet Explorer, in the SharePoint site at http://mia-sqlbi, view the PowerPivot Gallery document library, and to the right of Sales Demo, click the Create Power View Report icon. In the fields pane, expand Reseller Sales, and click Reseller Sales Total. Drag the lower-right corner of the table and resize it to fill the available space, and then on the ribbon, in the Visualizations gallery, click Scatter. In the fields pane, under Reseller Sales, click Total Product Cost to add this field to the Y Value box in the Layout Section. In the Fields Section, in Reseller Sales, click Reseller Profit to add this field to the Size box in the Layout Section. In the fields pane, expand Product Subcategory, and click Product Subcategory to add this field to the Details box in the Layout Section. In the fields pane, expand Date, and drag Calendar Year to the Play Axis box in the Layout Section. On the ribbon, on the Home tab, click Filters Area. Then, in the fields pane, under Product Category, drag Product Category to the filters pane, and then check only the Bikes check box. Click the scatter chart, and on the ribbon, in the Chart Tools area, click the Layout tab. Then, in the Labels area, click Data Labels, and then click Right. In the chart, on the Calendar Year play axis, click the Play button. The chart shows a time lapse that demonstrates how the total cost and sales amount for bikes have both grown over the four year period. Close Internet Explorer. When prompted, click Leave this page.

Module 13: Creating Data Visualizations with Power View Course 10778A Lab Scenario Module 13: Creating Data Visualizations with Power View Business analysts at Adventure Works Cycles have been using a tabular data model in an Analysis Services database to analyze sales. The analysts would like to be able to create interactive visualizations for the reseller sales data by using Power View. Students will perform the lab in the role of a data analyst in the Adventure Works Cycles company, and: Modify a tabular data model to behave as expected in Power View. Create a simple Power View visualization. Create an interactive Power View visualization. Create a Power View visualization that includes a play axis to how key data values have changed over time. Point out that the instructions in the lab are deliberately designed to be high-level so that students need to think carefully about what they are trying to accomplish and work out how best to proceed for themselves. Encourage students to read the scenario information carefully and collaborate with each other to meet the scenario requirements. Remind students that if they find a particular task or exercise too challenging, they can find step-by-step instructions in the lab answer key.

Lab 13: Creating Interactive Reports with Power View Course 10778A Lab 13: Creating Interactive Reports with Power View Module 13: Creating Data Visualizations with Power View Exercise 1: Configuring a Tabular Data Model for Power View Exercise 2: Creating a Simple Power View Report Exercise 3: Using Interactive Visualizations Exercise 4: Creating a Scatter Chart and a Play Axis Exercise 5: Exporting a Power View Report to Excel In this lab, students will modify a tabular data model to support Power View reporting, create a basic report and then enhance it by using series, filters, and multiple charts. They will create a reports that use bar, column, card, tile, and scatter chart visualizations, and then add a play axis. Exercise 1 In this exercise, students modify an existing tabular data model, deploy it to Analysis Services, and then create a BISM connection to support client access. Exercise 2 In this exercise, students create a Power View report, and add images and a filter to the report. Exercise 3 In this exercise, students remove the existing visualizations and add a Tile visualization. Exercise 4 In this exercise, students create a scatter chart visualization that uses a play axis to show sales data as it changes over time. Logon information Virtual machine MIA-SQLBI User name ADVENTURWORKS\Student Password Pa$$w0rd Estimated time: 60 minutes

Module Review and Takeaways Course 10778A Module Review and Takeaways Module 13: Creating Data Visualizations with Power View What is the purpose of the Power View tool? How does if fit in with other reporting and analysis tools? Why is it important to carefully design your tabular data models if you intend to use them to support Power View reporting? Can you think of any data sets in your workplace that you might explore by using Power View? Review Questions Point the students to the appropriate section in the course so that they are able to answer the questions presented in this section. Some guidance for discussing the answers to the questions is included below. What is the purpose of the Power View tool? How does if fit in with other reporting and analysis tools? Power View is an ad hoc data exploration tool, which you can use to create reports that have a strong visual impact. It is designed for on screen use, where the user can easily change reports as needed, as well as for creating interactive PowerPoint presentations. Why is it important to carefully design your tabular data models if you intend to use them to support Power View reporting? The tabular data model that supports a Power View report contains special properties that enable use of representative images and columns in reports. You can also create custom summary values in the model to include in the report. Can you think of any data sets in your workplace that you might explore by using Power View?Answer. Answer will vary depending on the personal experiences of the students.