Creating your First Power View Report

The following blog outlines how to create your first Power View report and connect to the data in your PowerPivot workbook.  Two methods are covered – Power View within Excel 2013 sheets, and Sharepoint embedded Power View.

Power View is the new data visualisation tool that comes with Reporting Services 2012 (Enterprise and Business Intelligence editions only) when integrated with Sharepoint 2010 or 2013.  PowerPivot (v2 i.e. 2012 edition) is the data integration tool that is a plugin to Excel 2010 or is built into Excel 2013.  You can download the new PowerPivot for Excel 2010 here http://www.microsoft.com/en-us/download/details.aspx?id=29074 or just download Excel 2013 which has the plugin pre integrated and includes the ability to do Power View reports within Excel sheets.  This means you can do Power View reports in Excel 2013 then upload them to Sharepoint when you are ready.  But you can’t go the other way though.

Power View also needs Silverlight … sigh, even on the Excel 2013 edition – system requirements for Power View here http://office.microsoft.com/en-au/excel-help/system-requirements-for-power-view-HA102835724.aspx.  Note on Sharepoint Power View is officially part of Reporting Services, and you are going to need either a Business Intelligence or Enterprise edition license of SQL Server 2012 to do your Sharepoint integration.   Power View in Excel 2013 however has nothing to do with Reporting Services – but you’ll need Sharepoint if you want to share your cool Power View visualisations with a broader audience.

A handy link to the Power View Excel 2013 reference here http://office.microsoft.com/en-au/excel-help/power-view-explore-visualize-and-present-your-data-HA102835634.aspx.

There is also a cool intro here http://blogs.office.com/b/microsoft-excel/archive/2012/10/04/intro-to-power-view-for-excel-2013.aspx.

And a nice Youtube here http://www.youtube.com/watch?v=hZE9leqrod8.

PowerPivot and Power View functionality are both self service creations that work nicely with each other to allow end users to integrate data then compile data visualisations without needing to bother I.T. much.

Business Users don’t need to know that Power View used to be called Crescent in utero – rather, Power View is ideal for workplaces that like to produce highly visual monthly reports for senior management that show a variety of different data visualisations relevant to running of the business.   The catch is the monthly reports need to be printed out in full colour and bound prior to the monthly meeting but also needs to be presented on the data projector.  There is a degree of chopping that needs to go into compiling these monthly reports and the export to PowerPoint feature of Power View plugs in nicely to this requirement.

We have covered the Power View for Excel 2013 above, but lets get started with how to drive Power View on Sharepoint 2010….Before you install PowerPivot you will need to download and install Visual Studio 2010 tools for Office runtime http://www.microsoft.com/en-us/download/details.aspx?id=20479.  Once installed you will be able to install PowerPivot and then the next time you open Excel, PowerPivot will install and you will have your PowerPivot tab available.

You can create your PowerPivot workbook and publish to your PowerPivot Gallery on Sharepoint.   From here you need to create a BISM connection file that points to your PowerPivot workbook which is just the full Sharepoint URL to the location of your PowerPivot XLSX file.  The following reference outlines how to create your BISM connection file to a PowerPivot workbook http://msdn.microsoft.com/en-us/library/hh213103.aspx.

Once your BISM Connection File has been created you can click on the little chevron beside the file and a dropdown list of options should hopefully include “Create Power View Report”.   This will launch the silverlight reporting interface allowing you create and save your Power View .RDLX report.  A basic reference for creating Power View reports is outlined here http://technet.microsoft.com/en-us/library/hh231522.aspx.  A more detailed reference for creating Power View visuals is outlined here http://technet.microsoft.com/en-us/library/hh213579.aspx.

Once you use Power View you will see the benefits for an application such as end of month management reports.

About AussieBICG

Connect with me here https://au.linkedin.com/in/aussiebicg

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