1. Presenter Date | Location
2/7/2018
Authoring Reports in Excel 2013
Introducing Power View
Module 04B
This presentation conveys two topics: how to prepare the Power Pivot data model to fully exploit the Power View reporting experience, and how to use Power View.
There are two labs in this presentation. You may choose to break these labs so that the new theory is covered before the second lab starts. In this case, move the first lab slide after the “Preparing the Data Model for Power View” topic.
Presenter
Date | Location
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

2. Presentation Outline Introducing Power View
2/7/2018
Presentation Outline
Introducing Power View
Preparing the Data Model for Power View
Creating Power View Reports
Partner Opportunities
Resources
The presentation outline consists of these subjects.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Introducing Power View
2/7/2018
Introducing Power View
Power View is a SQL Server Reporting Services authoring experience now available in Excel 2013
Power View in Excel 2013 requires a tabular data model, including a Power Pivot data model
Report sheets can be added to the workbook and configure to produce interactive data exploration, visualization, and presentation experiences
Highly visual design experience
Rich meta-driven interactivity
Presentation-ready at all times
It can enable intuitive ad-hoc reporting for business users
Available also in SharePoint 2013 with the Reporting Services add-in
Power View was first introduced as a report authoring experience, based on a tabular data model, in the web browser, with SharePoint on-premises.
An add-in was added to Excel 2013 to support creating Power View reports within the workbook, and the reports can be based on the Power Pivot data model, or even an external tabular database.
Highlight the strengths of this report authoring tools, as listed in the slide (highly visual design experience, etc.).
The focus on this module is Power View with Excel 2013.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Introducing Power View
2/7/2018
Introducing Power View
Example
This slide conveys an example of a Power View report. It is in fact one of the reports created in the second lab of this presentation.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Introducing Power View
2/7/2018
Introducing Power View
System Requirements
Power View is available for in Excel in:
Office Professional Plus edition
Office 365 ProPlus edition
Silverlight
The Map data visualization requires internet connectivity (Bing Maps)
Power View for Excel has specific requirements as listed in this slide.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Introducing Power View
2/7/2018
Introducing Power View
Power View Audiences
Business Analysts
Create Power View reports
Publish workbooks consisting of reports
Users
Search for, and view and interact with, published workbooks that contain Power View reports
There are two audiences for Power View: The Business Analysts that produce and publish reports, and Users who can search for and interact with published workbooks containing Power View reports.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Preparing the Data Model for Power View
2/7/2018
Preparing the Data Model for Power View
The data model can be prepared to fully exploit the Power View experience by:
Applying friendly names, descriptions and column and calculated field data formats
Enabling images
The Advanced ribbon tab allows:
Customizing “automatic” calculated field behavior (Summarize By)
Configuring Report Properties
The topic of preparing a data model for Power View is about ensuring the data model is optimized for Power View reporting.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Preparing the Data Model for Power View
2/7/2018
Preparing the Data Model for Power View
Friendly Names, Descriptions and Data Formats
Use friendly names for tables, columns and calculated fields
These names will be used as labels to describe Power View data visualizations
Embedded spaces are allowed
Provide descriptions for tables, columns and calculated fields
These are surfaced as tooltips in the Power View Fields pane
Set appropriate data formats for columns and calculated fields
Hide unnecessary tables, columns and calculated fields
Friendly names can be defined for tables, columns, calculated fields and KPIs.
In addition, descriptions can be added, and these will appear as tooltips in the Power View Fields list.
Finally, ensuring numeric columns and calculated fields have appropriate data formats will ensure that values appear in appropriate ways.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

9. Preparing the Data Model for Power View
2/7/2018
Preparing the Data Model for Power View
Enabling Images
Images can be enabled by:
Adding columns of image (binary) data
Creating calculated columns to produce a URL to retrieve external images
Images can be retrieved from a web server, including a SharePoint document library
Image data cannot be efficiently stored in a Power Pivot data model
Avoid storing large images or large sets of images
The Table Behavior Row Identifier property must be set to a unique identifying column of the table
Power View excels when it comes to displaying images. There are two approaches to enabling this capability.
The first approach is by simply adding columns to tables that contain binary image data.
The second approach is to include a column, probably a calculated column, that includes an HTTP (or HTTPS) reference to an external image.
The Table Behavior properties will be introduced later in this topic
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Preparing the Data Model for Power View
2/7/2018
Preparing the Data Model for Power View
“Automatic” Calculated Fields
There may not be the need to define explicit calculated fields
Visible numeric columns will be surfaced as “automatic” calculated fields
These fields will only be available in the Power View Fields pane, and will not be available in cube reporting tools (PivotTables, CUBE functions, etc.)
Use the SummarizeBy property to determine the aggregation rules:
The default is to sum the column values
The Power View report user can identify “automatic” calculated fields, and modify their aggregate function in the report layout
This topic is about having Power View automatically surface calculated fields, simply because a numeric column is visible.
The advantage of this design is that there is no need to define an explicit calculated field, and that the Power View user at design time can modify the aggregate function used by the field.
The disadvantage is that reporting tools that query by using MDX (PivotTables, CUBE functions, etc.) will not have an explicit calculation to report upon.
An understanding of the data model reporting requirements will guide the data model developer to implement the appropriate calculated fields (or not to do so).
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

11. Preparing the Data Model for Power View
2/7/2018
Preparing the Data Model for Power View
Reporting Properties
Default Field Set:
Ordered set of columns and calculated fields that can be conveniently added as a table to a Power View report, with a single click
Table Behavior:
Row Identifier: Sets the unique identifier column for a table (like a primary key), and it cannot be based on a calculated column
Keep Unique Rows: Columns that relate directly to the row identifier and that should not be presented as nested groups
For example, State Code and State Name
Default Label: Behaves as the friendly label for the table
Default Image: Behaves as the image for the table
The data model develop can also configure a default field set that allows, with a single click, the addition of a table to a report.,
Also, the Table Behavior properties allow providing additional metadata to influence the default layout of a Power View report.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

12. Preparing the Data Model for Power View
2/7/2018
Preparing the Data Model for Power View
Reporting Properties – Continued
Categorize columns by type, especially relevant for:
Spatial data (longitude, latitude, country, state, etc.)
Image URL
Web URL
By default, the Power Pivot settings will use automatic column categorization
This setting can be disabled
Categorization settings can be changed
Finally, column categorization allows providing information about the contents of a column.
Power View will use this to provide hints and default behaviors during report development.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

13. Creating Power View Reports
2/7/2018
Creating Power View Reports
A workbook can consist of multiple Power View reports
A Power View report is created by using the Insert ribbon tab
If a range of data is selected when creating the report, the range will be automatically added to the workbook data model, and the report will display the data
If no range is selected, and a workbook data model is created, the Power View Fields will display the data model fields
All reports commence by creating a table, and this is achieved in the Power View Fields by selecting a table (if default field list was defined), or checking individual fields
Multiple Power View reports can be added to an Excel workbook.
The Power View Fields pane allows selecting fields to configure the report layout.
It is important to emphasize that all data visualizations commence as a table, and can be transformed into any supported type of data visualization.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

14. Creating Power View Reports
2/7/2018
Creating Power View Reports
Continued
Switch Visualization
On the Power View ribbon, convert the currently selected visualization to another type
A table can be converted to the different data visualizations (charts or map) and its layout configured
It is possible to drag fields into the layout zones
Also, selecting a field reveals a down arrow, to select the placement zone
Different visualization types have a different layouts
To create a new table, click on a blank area of the report canvas
Beneath the Fields pane is the layout area. In this area, the report author can define what fields are placed in what zones. The available zones will depend upon the type of data visualization.
Layout Area
Drag to add fields to zones, or use the down arrow to configure
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

15. Creating Power View Reports
2/7/2018
Creating Power View Reports
Data Visualization Types
Table, Matrix and Card (single visualization per table record)
Table has fixed columns
Matrix allows grouping on columns
Charts:
Bar (stacked, 100%, clustered)
Column (same as bar, but vertical)
Other (line, scatter, other)
The scatter chart can be animated across time
Maps
The Map requires internet connectivity to communicate with Bing Maps
This slides describes the supported data visualization types.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

16. Creating Power View Reports
2/7/2018
Creating Power View Reports
Enhancing Reports
Reports can be enhanced with:
Themes (fixed styles of fore and background colors, and fonts)
Images – free-standing and background
Textbox labels
Numeric table values can be formatted
Different data visualizations have different layout abilities
Refer to the available commands on the Layout ribbon tab when configuring a data visualization
Power View reports can be enhanced with themes, images and textboxes to relay text labels. Numeric values can be formatted (beyond the data model data formats).
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

17. Creating Power View Reports
2/7/2018
Creating Power View Reports
Filtering Reports
Reports can be filtered in different ways:
Filter the entire report in the Filters pane
Drag and drop fields and set filter conditions
Filter a single data visualization
Select the filter icon in the top right corner of the data visualization
Add a slicer
single-column table can be converted to a slicer to allow user interactive filtering
Multi-selection is possible by pressing the control key
Select chart areas (pie segments, bars or lines)
This will filter the entire view, and can be reset by clicking a blank area of the chart
Reports can be filtered in four different ways, as described in this slide.
The lab will explore each of these ways.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

18. Creating Power View Reports
2/7/2018
Creating Power View Reports
Sorting Data
Table columns can be sorted by clicking the column header
First click is ascending, the second click descending, etc.
Sort can also be configured by clicking the options in the top right corner of the data visualization
Fields and sort order can be set
Sorting can be achieved by clicking table column headers, or for other data visualizations, the sort options are available when hovering the cursor about the top left corner of the data visualization.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

19. Demo 05 Introducing Power View 2/7/2018
Refer to the demonstration scripts and resources.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

20. Partner Opportunities
2/7/2018
Partner Opportunities
Create interactive and visually impressive Power View reports based on Power Pivot data models
Educate customers on:
How to interact with Power View reports
How to create their own Power View reports, even for ad hoc (one-off) analysis
There are several partner opportunities to produce Power View reports in Excel workbooks.
Consider asking attendees what opportunities they see based on their experience and customers needs.
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

21. 2/7/2018
Lab 04
Preparing a Power Pivot Data Model for Power View Reporting in Excel 2013
30 minutes
Exercise 1: Reviewing the Data Model
Exercise 2: Preparing the Data Model
Exercise 3: Adding an Image URL
Exercise 4: Exploring the Prepared Data Model
In this lab, you will prepare the Power Pivot workbook created in the first lab for Power View reporting.
This is a 30 minute lab.
Encourage students to successfully complete this lab, as they can use it as the starting point for the Lab 05 (there is a starter file if they did not complete the lab).
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

22. Lab 05 Exploring Power View in Excel 2013
2/7/2018
Lab 05
Exploring Power View in Excel 2013
30 minutes
Exercise 1: Exploring the Power View Design Environment
Exercise 2: Creating Power View Sheets
In this lab, you will explore Power View by creating two reports in the Excel workbook.
This is a 30 minute lab.
Encourage students to successfully complete this lab, as they can use it as the starting point for Lab 06 (there is a starter file if they did not complete the lab).
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

23. © 2015 Microsoft Corporation. All rights reserved
© 2015 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.