2. Business Systems Analyst at MD Anderson Cancer Center Microsoft Office Specialist certified in SharePoint 2013 President of Houston SharePoint User Group (HSPUG) Frequent speaker at SharePoint events Dallas, Paris, Houston, New York City, Baton Rouge, San Antonio, Raleigh Mom to 2 furry, four-legged children (Shay & Cookie) Theresa Eller Business Systems Analyst at UT MD Anderson Cancer Center Microsoft Office Specialist certified in SharePoint 2013 President of Houston SharePoint User Group (HSPUG) Frequent speaker at SharePoint events Mom to 2 furry, four-legged children (Shay & Cookie)

3. Agenda Excel Tools Power Query Power View PowerPivot PowerPivot Gallery Power View Reports Excel 2016 (time permitting)

4. Excel 2013 vs. Power BI Desktop Application Similarities Generate Power View reports, charts, and maps Numerous data sources, including SharePoint, SQL Server, OData, and the web Store data on-premises or in the cloud (One Drive, Office 365) Differences Share Excel files on SharePoint sites via Excel Services Import Excel workbooks into Power BI Desktop Share Power BI files on Power BI sites in Office 365 Requires paid Power BI license

5. Requirements | Get Data | Edit Data | Load To…

6. Power Query An Excel add-in that enhances the self-service Business Intelligence experience in Excel by simplifying data discovery, access and collaboration A new add-in that provides a seamless experience for data discovery, data transformation and enrichment for Information Workers, BI professionals and other Excel users Identify the data you care about from the sources you work with (e.g. relational databases, Excel, text and XML files, OData feeds, web pages, Hadoop HDFS, etc.). Combine data from multiple, disparate data sources and shape it in order to prepare the data for further analysis in tools like Excel and Power Pivot, or visualization in tools like Power View and Power Map.

7. Power Query Requirements Operating System Windows 7, 8, 8.1 Windows Server 2008 R2 Windows Server 2012 Internet Explorer 9 (or higher) Microsoft Office 2013: Power Query Premium: All Power Query features available for: Professional Plus, Office 365 ProPlus or Excel 2013 Standalone Microsoft Office 2013: Power Query Public: Available for all other Office 2013 Desktop SKUs. Includes all Power Query features, except the following ones: Corporate Power BI Data Catalog, Azure-based data sources, Active Directory, HDFS, SharePoint Lists, Oracle, DB2, MySQL, PostgreSQL, Sybase, Teradata, Exchange, Dynamics CRM, SAP BusinessObjects, Salesforce. Microsoft Office 2010 Professional Plus with Software Assurance

8. Download & Enable Power Query Add-In File > Options > Add-Ins > COM Add-Ins

9. Power Query Tab & Ribbon

10. Get External Data

11. Get Data from SharePoint List Open a blank Excel document Click on the Power Query tab Click From Other Sources Click From SharePoint List

12. SharePoint Site URL and List Selection

13. Load Options

14. Load To Data Model Handles hundreds of millions of rows of data

15. Workbook Queries

16. Edit / Launch Editor

17. Query Editor Ribbon

18. Remove Unnecessary Data

19. Flatten Columns

20. Close & Load Updates the workbook queries with applied changes

21. A Few Notes About Document Libraries Libraries cannot be imported through the SharePoint list option Might be able to import through Web option

22. Get Data from Microsoft SQL Database

23. Select Tables

24. Reports | Charts

25. Power View Requirements Microsoft Excel 2013 Office Professional Plus 2013 Office 365 Professional Plus Standalone edition of Excel 2013 SharePoint Server Enterprise Edition (2010 or 2013) SQL Server 2012 SP1 Reporting Services Add-In

26. Insert – Power View

27. Power View Sheet

28. Select Fields

29. Switch Visualization

30. Vertical Multiples

31. Filtered by Year 2014

32. Power Map Bubble size represents Total Trip Cost Bubble color represents Year

33. Geocode Data Through Bing

34. Change Layout

35. Charts on Same Page are Connected Slicer is a separate chart on the same page Slicer icon is on Design tab Slicer

37. PowerPivot Powerful data analysis Import millions of rows from multiple sources Excel COM add-in Download for 2010 Built-in for 2013 Enable add-in if you don’t see the PowerPivot tab

38. PowerPivot Ribbon

39. Get Data Power Query PowerPivot

40. Insert – Pivot Table

41. PowerPivot Sheet

42. Select Fields

43. Slicer

45. Data Refresh Refresh – current connection Refresh All – all connections

46. Data Refresh Summary ODCPowerPivotPower Query Excel ClientMMM SharePoint/Excel ServicesM SharePoint/Excel Services/ PowerPivot for SharePoint MA SQL Server Analysis Services ImportAAA Office 365MM Office 365 with Power BIA*A Power BI DashboardsAA M – Manual Refresh | A – Both Manual and Automatic Refresh | * only limited data sources Source: Using Excel with External Data – What’s the Right Tool? by John White

47. Excel 2016

48. Improvements to Excel 2016 New charting and analysis capabilities Power Query is fully integrated (no longer an add-in) New Query button within Get & Transform group Power Maps renamed to 3-D Maps Fully integrated on Insert tab Power View tab missing Must add it by going to Customize Ribbon Search in the PivotTable field list Sources available at end of presentation

49. Questions? Theresa Eller | sharepointmadam@gmail.com | @SharePointMadam www.sharepointmadam.com | slideshare.net/sharepointmadam

50. Online Resources Download SQL Server 2012 Express https://www.microsoft.com/en-us/download/details.aspx?id=29062 Download Adventure Works Database http://msftdbprodsamples.codeplex.com/ Power BI Blog https://blogs.office.com/sku/power-bi/ The White Pages http://whitepages.unlimitedviz.com/

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