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Power View in Excel 2013 Part One: Pie Charts

Posted by thomasivarssonmalmo on July 20, 2012

The integration of Power View into Excel 2013 is the biggest news for the BI-functionality in Excel. Chris Webb has already blogged about the map functionality in Power View  Excel sheets. I will describe a minor improved functionality that is new and useful. Pie charts was not part of the SQL Server 2012 release of Power View in SharePoint 2010 mode.

I have built a model in Excel 2013 from relational data in the Adventure Works database hosted in SQL Server 2012. It is a PowerPivot model that automatically gets generated for you when you import data from several tables into Excel 2013.

The data model

I have a few dimension tables and one fact table above. The entire Power View sheet in Excel 2013 looks like this with my pre designed dashboard.

The entire Power View Sheet in Excel 2013

In the world of Power View all report objects that you create are automatically related so if you click on one bar in one chart the other charts will be filtered. With Excels classic Pivot Tables you will have to do all that join work on your own with slicers. Another thing to realize is that Power View is not a tool with a lot of settings that gets you detailed control of how the graphics work. If you need that detailed control and many settings you should stay with Excel Pivot Tables.

In the upper right corner you have the pie chart but there is more. If I click on the United States bar in the down right corner the pie chart will look like this.

Power View Dashboard in Excel 2013 Interactivity

The area in the pie charts will show the United States product categories order quantity during different years related to the total order quantity.

Nice pie charts!

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Excel 2013 and BISM Multidimensional

Posted by thomasivarssonmalmo on July 19, 2012

This is the first review of the new Excel 2013 BI features and I will start with the news regarding Excel 2013 as a client for SSAS cubes. In the SQL Server 2012 release SSAS has changed name to BISM Multidimensional. With this setup you cannot, yet, use the Power View report sheet that is built in to this new release of Excel. Let us hope that an update will arrive later that integrates Excel 2013 Power View reports with BISM Multidimensional.

Here is the list of new Excel 2013 features for BISM Multidimensional:

  • Support for both local calculated members and calculated measures.
  • The Quick Explore tool for changing the Pivot Table and Chart more quickly
  • The Time Line slicer tool
  • You can build Pivot Charts without an annoying Pivot Table

All this new functionality are extensions to Excel Pivot tables and Pivot Charts that you can see as the work horse for doing analysis on multidimensional cubes. I have worked with dashboard projects that relied heavily on Excel 2010 and Performance Point Services in SharePoint 2010 that was appreciated by the customers. If you know how to use slicers and charts in Excel 2010 it is very easy to build report eye candy with SSAS as the data store.

Calculated Members and Measures

In Excel 2010 we got support for local named sets that could combine members from different dimensions. For ProClarity users that was not good enough because many of them also used the calculated measures and members functionality. With Excel 2013 we finally get a client that can build all local objects that ProClarity can.

The editor for calculated measures is here under PivotTable Tools in the ribbon.

Olap tools button

Below you see the calculated measures editor where you set the name of your clculation, the displayfolder for the calculation and the MDX expression. I have made a very simple calculation, Internet Order Quantity x -1

Calculated Measure Editor2

When you have saved this expression it will appear in the metadata pane to the right in the Excel dimension tool.

Pivot Table Calculation

Calculated members are MDX expressions for dimension members and are also supported in Excel 2013. Here is a simple summary of two states in Australia:

SUM({[Customer].[Customer Geography].[State-Province].&[TAS]&[AU],[Customer].[Customer Geography].[State-Province].&[VIC]&[AU]})

In the picture below you can see that I have created this calculated member under the Customer.Country parent attribute.

Tasmania and Victoria

When I drag the Customer.Country attribute to rows in the Pivot Table this new member will appear.

Tasmania and Victoria PT

The Time Line Tool

This is a new kind of slicer where you can mark continous values like years without have to use the control button to select several years in a slicer. It also have a more slim look and feel that will make you dashboards look better in Preformance Point Services.

TimeLine

This new tool is next to the Insert Slicer button in the Ribbon as you can see above. I have made an ugly Pivot Table with this tool in the picture below.

The TimeLine Slicer in Action

 

Pivot charts without Pivot tables

In the previous versions of Excel you will always get a Pivot Table even if you only want a Pivot Chart and that means that you will have to drag the table to an area that will not show in a dashboard.

Insert Chart

Select the insert tab on the Ribbon and Pivot Chart. If you click that button you can now select Pivot Chart only or borth chart and table.

 

Quick Explore

When you click in a Pivot Table on members or cells with measures you will see a small box appearing that will launch Quick Explore.

Quick Explore

What you can do with this tool is to more quickly change dimension and members or create supporting charts. I expect that this is useful for touch screen scenarios as well.

If you double click on a hierarchy member Excel 2013 will now go down on that member and expand the next level. If you double click on Canada the Canada members on the next level will show up.

I will probably update this post as I play around more with the multidimensional support in Excel 2013. Bubble charts and Scatter charts are two desirable graphs that are not supported in Pivot Tables/Charts in Excel 2013 but they are included in the Power View part of Excel 2013. If we get multidimensional support in Excel 2013 Power View that limitation is gone.

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