PowerPivot is an add-in for Excel that empowers business users to create their own tabular data models. Power View is also available in the Excel 2013 client. It was first released as a server-based report authoring tool with SQL Server 2012 and is available in SharePoint Server 2010 Enterprise. You'll learn: * How to work with the add-in in the Excel 2013 client * How compelling interactive reports can be created quickly and easily * The new PowerPivot features - including pie charts, maps, KPIs, hierarchies, drill down/drill up, and report styles Peter Myers specializes in Microsoft Business Intelligence, and provides mentoring, technical training and course content authoring for SQL Server and Office. Peter has current SQL Server and MCT certifications, and has been a Microsoft MVP (Most Valued Professional) since 2007.

1. Exploring PowerPivot
and Power View
In Excel 2013
Peter Myers
BI Consultant
Bitwise Solutions
January 2013

2. Exploring PowerPivot and
Power View in Excel 2013
Silicon Valley SQL Server User Group
22 January, 2013

3. Presenter Introduction
Peter Myers
BI Expert
BBus, MCSE, MCT, SQL Server MVP
16 years of experience designing, developing and
maintaining software solutions based on Microsoft
database and development platforms
Based in Melbourne, Australia
peter.myers@bitwisesolutions.com.au
http://www.linkedin.com/in/peterjsmyers

4. Presentation Objectives
This session has been developed to inspire you
with the potential of self-service Business
Intelligence delivered in the Excel 2013 client
• This session will be useful for those new to
PowerPivot and Power View
• This session will also be useful for those already
familiar with PowerPivot and Power View, and are
curious to learn about the new features and
capabilities available in the Excel 2013 client
• New features in the Excel 2013 client are emphasized

5. Presentation Outline
• Self-Service BI in the Excel 2013 Client
• Creating a Workbook Data Model
• Creating Workbook Reports
• Upgrading From Earlier Versions
• Summary
• Resources

6. Self-Service BI in the Excel 2013 Client
• Introducing PowerPivot
• Introducing Power View
• Describing the Development Workflow
• Describing the Different Audiences

7. Self-Service BI in the Excel 2013 Client
• The Excel 2013 client goes from strength to strength to
deliver advanced data modeling and rich, interactive
reporting capabilities
• Within a single workbook, a data model can be
developed to:
• Integrate data sourced from multiple, different data
source types
• Encapsulate hierarchies, calculations and key performance
indicators (KPIs)
• Within the same workbook, reports can be based on the
workbook data model, by using:
• Power View, PivotTables and PivotCharts, CUBE functions
• The workbook can be published to SharePoint, to:
• Schedule automatic data refresh
• Share the embedded data model and reports

8. Self-Service BI in the Excel 2013 Client
Introducing PowerPivot
• PowerPivot extends Excel’s capabilities to manage
compressed storage of, and extremely fast querying and
reporting from, tabular data
• It achieves this with the xVelocity in-memory analytics engine
• In essence, it supports developing a data model
• Highlights:
• Data can be loaded from a variety of data sources
• Extremely large volumes of data can be stored
• Data Analysis Expressions (DAX) is used to define calculations
o Based on many familiar Excel functions
• The model can be enriched with hierarchies, KPIs, perspectives
and reporting metadata
• First introduced as an add-in with SQL Server 2008 R2
• Now, with the Excel 2013 client, the add-in is
automatically installed (but not enabled)

9. Self-Service BI in the Excel 2013 Client
Introducing Power View
• Power View is an interactive data exploration,
visualization, and presentation experience
• Highly visual design experience (WYSIWYG)
• Rich meta-driven interactivity
• Presentation-ready at all times
• First introduced as with SQL Server 2012 Reporting
Services in SharePoint mode (BI and Enterprise editions)
• Now, with the Excel 2013 client, an add-in is
automatically installed (but not enabled)
• Power View sheets can be added to the workbook
• Sheets can be based on the workbook data model, or an external
tabular data model
• Silverlight 5 must be installed on the client

10. Self-Service BI in the Excel 2013 Client
Describing the Development Workflow
Import Data to Create Tables
Enriching the Data Model Design:
• Define Table Relationships
• Calculated Columns, Measures, KPIs, Hierarchies and Perspectives
Optimize the Data Model for Power View
Produce Reports Based on the Data Model
• Power View Sheets, PivotTables, PivotCharts, CUBE Functions
Publish the Workbook to SharePoint (Optional)

11. Self-Service BI in the Excel 2013 Client
Describing the Different Audiences
• Excel users (analysts)
• Produce workbook data models and reports
• Publish and secure workbooks in SharePoint
• Configure automatic data refresh
• Create new analytic and reporting experiences by connecting to
published workbook data models
• IT professionals
• Install and configure SharePoint Server
• Manage the PowerPivot service application
• Monitor workbook usage and resource utilization
• Information workers
• Browse to, and interact with, published workbook reports

12. Creating a Workbook Data Model
• There are two integration points to produce workbook data models:
• Implicit, with native Excel capabilities
• Explicit, with the PowerPivot Add-In and its dedicated data modeling
window
• Implicit data models are based on internal workbook tables, and/or
external data sources
• The PowerPivot Add-In does not need to be enabled
• The data model can be managed in a limited way by using the PivotTable
Field List:
o Relationships can be defined and managed
o Implicit calculated fields (previously called measures) can be created
o No additional management of the data model is supported
• Explicit data models are developed in the PowerPivot window
• The PowerPivot Add-In must be enabled
• Can be based on an already-created implicit data model

13. Creating a Workbook Data Model
New Features – Settings
• The PowerPivot Settings window now supports:
• 20 new languages
• Configuration of categorization options
o Categorization allows configuring a “type” value for a column
o Client and reporting tools (for example, Power View) and
dataset recommendation engines can exploit the
categorization values
• Allowing data categorizations to be sent to the
Windows Azure Marketplace for dataset
recommendations

14. Creating a Workbook Data Model
New Features – The PowerPivot Window
• The PowerPivot window is in Advanced mode by default
• Inside the Home ribbon tab’s Get External Data group:
• A new dropdown list named From Data Service is available
• The Suggest Related Data option can use the Microsoft Data
Classification and Recommendation Service to suggest datasets
from Windows Azure Marketplace
o The PowerPivot settings must be enabled to allow this
• The Existing Connections command is now available in this
group

15. Creating a Workbook Data Model
New Features – The PowerPivot Window
• A new Find function can locate data model objects
(tables, columns and calculated fields)
• An option allows hidden objects to be searched also

16. Creating a Workbook Data Model
New Features – The PowerPivot Window
• Inside the Advanced tab:
• A perspective is now selected inside the Perspectives group
o The perspective is now applied to both the diagram and data views
o The perspective dropdown list in the diagram view has been removed
• A new Data Category property is used to configure “types” of
columns (but not calculated fields)
• The ImageURL checkbox has been removed
• To configure, set the Data Category property to Image URL

17. Creating Workbook Reports
• Workbook reports can be created by using:
• PivotTables and PivotCharts
• CUBE functions
• Power View

18. Creating Workbook Reports
New Features - PivotTables
• The PowerPivot Field List has been replaced by the
regular (OLAP) PivotTable Field List
• The field list can now be filtered by active tables
(based on the current field selection), or all tables
• Tables are adorned with an icon describing the data
source type (workbook connection or table)
o Hovering over the icon will reveal a tooltip that names the
workbook connection
• Tables consist of:
o Hierarchies (if any), which consist of the hierarchy’s levels
o The More Fields folder, which consists the table’s fields
(columns, calculated fields and KPIs)
o KPIs, which consist of their metrics
• The Vertical Slicers and Horizontal Slicers drop zones
are no longer available
o New alignment commands on the PowerPivot ribbon tab
simplify placing them around the PivotTable

19. Creating Workbook Reports
New Features – Timelines
• A timeline allows filtering by calendar time periods
• It must be based on a visible data model column that stores
date values
• This could remove the need to create a date table and/or a
calendar hierarchy
• It allows filtering by:
• An individual calendar year, calendar quarter, month or date,
or
• A range of calendar years, calendar quarters, months or dates
• Like slicers, timelines can be:
• Connected to multiple PivotTables
• Passed into the CUBEVALUE function
• Timelines are not available
in Power View

20. Creating Workbook Reports
New Features – Power View
• Power View sheets can be added to an Excel 2013 workbook
• A Power View sheet can be based on the workbook data
model or an external tabular data model
• The Power View Field List now includes:
• Hierarchies
• KPIs
• Additional new features:
• Map visualizations (using Bing Maps)
• Pie charts
• Hierarchy navigation
• Color themes and backgrounds
• Configurable data region font size
• Pictures
• Background images
• URLs

21. Upgrading from Earlier Versions
• PowerPivot workbooks created in prior versions must be
upgraded if they are to be queried or managed by using
the Excel 2013 client
• The user will be prompted to upgrade the embedded
data model when:
• A new report (PivotTable or PivotChart) is created
• A CUBE function attempts to connect to the data model
• Any existing report is refreshed
• An attempt is made to manage the data model
• Once upgraded, the workbook can no longer be opened
with a previous version of PowerPivot

22. Demonstration
Exploring PowerPivot and Power View in
Excel 2013

23. Summary
• The Excel 2013 client delivers both advanced data
modeling and reporting capabilities
• Data modeling capabilities are delivered with the
xVelocity in-memory analytics engine
• Novice users can work with native Excel features to create implicit
data models
• Advanced users can continue to work with the PowerPivot
designer window
• Power View sheets extend the reporting capabilities of
the Excel 2013 client
• Numerous new features are available in PowerPivot and
Power View

24. Resources
• PowerPivot Site
• http://powerpivot.com
• Microsoft Office Customer Preview
• http://www.microsoft.com/office/preview
• Sign up and evaluate today!
• Analysis Services and PowerPivot Blog
• http://blogs.msdn.com/b/analysisservices
• Blog entry: “Going All In with Excel 2013”
• http://blogs.msdn.com/b/analysisservices/archive/201
2/07/26/going-all-in-with-excel-2013.aspx

25. Thank You!

26. Thank you
for joining us
To learn more or inquire about speaking opportunities, contact:
Mark Ginnebaugh, User Group Leader
mark@designmind.com