self-service business intelligence in excel

Theresa EllerThe University of Texas MD Anderson Cancer Center

sharepointmadam@gmail.com | @SharePointMadamwww.sharepointmadam.com | www.slideshare.net/sharepointmadam

Self-Service Business Intelligence in Excel

• 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)

Agenda• Excel Tools• Power Query• Power View• PowerPivot

• Excel 2016• Where’s Power View?• Enhancements• Changes

Excel 2013 vs. Power BI Desktop ApplicationSimilarities• 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

Power QueryRequirements | Get Data | Edit Data | Load To…

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.

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

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

Power Query Tab & Ribbon

Get External Data

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

SharePoint Site URL and List Selection

Load Options

Load To Data Model• Handles hundreds of millions of rows of data

Workbook Queries

Edit / Launch Editor

Query Editor Ribbon

Remove Unnecessary Data

Flatten Columns

Close & Load• Updates the workbook queries with applied changes

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

Get Data from Microsoft SQL Database

Select Tables

Power ViewReports | Charts

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

Insert – Power View

Power View Sheet

Select Fields

Switch Visualization

Vertical Multiples

Filtered by Year 2014

Power Map• Bubble size represents

Total Trip Cost• Bubble color

represents Year

Geocode Data Through Bing

Change Layout

Charts on Same Page are Connected• Slicer is a separate chart

on the same page• Slicer icon is on

Design tab

Slicer

Power Pivot

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

PowerPivot Ribbon

Get Data• Power Query • PowerPivot

Insert – Pivot Table

PowerPivot Sheet

Select Fields

Slicer

Data Refresh

Data Refresh• Refresh – current connection• Refresh All – all connections

Data Refresh SummaryODC PowerPivot Power Query

Excel Client M M MSharePoint/Excel Services MSharePoint/Excel Services/PowerPivot for SharePoint

M A

SQL Server Analysis Services Import A A AOffice 365 M MOffice 365 with Power BI A* APower BI Dashboards A A

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

Excel 2016Improvements | Changes

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

Questions?Theresa Eller | sharepointmadam@gmail.com | @SharePointMadamwww.sharepointmadam.com | slideshare.net/sharepointmadam

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/

Recommended Blog Posts• Helping business analysts take full advantage of Excel 2016 and the ne

w Power BI• What’s new for business analytics in Excel 2016• Where Did Power View Go in Excel 2016?