Development Tips, Excel, How To, Power View, PowerPivot, Report

Power View in Excel 2013

Power View is an interactive data exploration, visualization, and presentation experience that encourages intuitive ad-hoc reporting.

Power View is a feature of Microsoft Excel 2013, and of Microsoft SharePoint Server 2010 and 2013 as part of the SQL Server 2012 Service Pack 1 Reporting Services Add-in for Microsoft SharePoint Server Enterprise Edition.

Power View has these features, as part of Power BI for Office 365:

  • Create Power View sheets in Excel and then view them in the Power BI Windows Store app.
  • View Power View in Excel sheets in your browser, without installing Silverlight.

Data sources for Power View

In Excel 2013, you can use data right in Excel as the basis for Power View in Excel and SharePoint.

When you add tables and create relationships between them, Excel is creating a Data Model behind the scenes.

A data model is a collection of tables and their relationships reflecting the real-world relationships between business functions and processes—for example, how Products relates to Inventory and Sales.

You can continue modifying and enhancing that same data model in Power Pivot in Excel, to make a more sophisticated data model for Power View reports.

With Power View you can interact with data:

  • In the same Excel workbook as the Power View sheet.
  • In data models in Excel workbooks published in a Power Pivot Gallery.
  • In tabular models deployed to SQL Server 2012 Analysis Services (SSAS) instances.
  • In multidimensional models on an SSAS server (if you’re using Power View in SharePoint Server).

Recall from my previous post Creating My First Report using PowerPivot, I will be using same Data Model to demonstrate the feature of Power View, also same report in different format.

Let’s design Customer wise Sales Report using Power View.

I am using the same Workbook which we used for PowerPivot creating Matrix report for Item Vs Customer Sales.

From Insert Tab choose Power View Reports in ribbon.

Remember this workbook already having Data Model with tables Customer, Item, Cust. Ledger Entry & Item Ledger Entry. One which we created during our previous exercise during walkthrough of PowerPivot.

We already have Relationship defined between Customer & Item Ledger Entry (No. -> Source No.), also Item & Item Ledger Entry (No. -> Item No.).

You can View the Relationship using Relationship from Ribbon Power View Tab.

Once the Power View Sheet is inserted the Power View Tab will be Visible.

This will list the two relations which we created earlier in previous exercise post.

However we will be requiring one more relationship for this report. Add using New button on Manage Relationship window.

Enter the Relation for Customer & Cust. Ledger Entry (No. -> Customer No.).

You can see all the 4 tables are listed in Field List Pane.
Arrange the Fields from respective tables as shown in above screenshot.
Arrange the fields as shown in above screenshot.

Design of your report should be similar to one shown in below screenshot.

Resize the Table area to fit the area and the way you want to represent the data.

When a Customer is selected in Title Area, below two tables show the Item Sales Quantity & Total Value for the selected Customer.

You can add fields in the Filter Pane to slice the data accordingly.

I will come up with more details in my upcoming posts.

Till then stay tuned and keep practicing.


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