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Finding errors and issues with Power view

From: Office 2013 New Features

Video: Finding errors and issues with Power view

The next new feature we're going to explore here in Excel 2013 is actually an add-in. It's an add-in that's included in Excel 2013 Professional Plus. So, if that's what you're working with you already have it, otherwise, you may need it to download it from Microsoft.com to follow along with me. It's called Power View, and it's a great tool for taking existing data that might exist in a sheet and manipulate that data in a safe place where you can play with it and use visualizations to look at your data differently. We're going to explore this now using our No Obstacles Sport - Customer Database2 Workbook.

Finding errors and issues with Power view

The next new feature we're going to explore here in Excel 2013 is actually an add-in. It's an add-in that's included in Excel 2013 Professional Plus. So, if that's what you're working with you already have it, otherwise, you may need it to download it from Microsoft.com to follow along with me. It's called Power View, and it's a great tool for taking existing data that might exist in a sheet and manipulate that data in a safe place where you can play with it and use visualizations to look at your data differently. We're going to explore this now using our No Obstacles Sport - Customer Database2 Workbook.

Now, the next thing were going to do is click the Insert tab because Power View is actually a separate sheet. It's a safe area where you can play with your data without any fear of messing up the original data. From the Insert tab you'll see Power View here in the Reports section. Now, before we click this, if you have never used this you will be prompted to enable it. So, you just click Enable and you're ready to go. The other thing you'll need is Silverlight, and that's to take advantage of the visualizations. If you don't have Silverlight installed, again, you'll be prompted to that as well.

It could take a few minutes. So if you need to do those things, you can hit pause here and rejoin me once that's completed. Then it's on to the Power View button. When we click this, a new sheet is actually added down below. You'll see Power View and you'll see a number. It depends how many times you've worked with this. And if you don't see any data here, that's because we didn't select any data. So, let's go back to Sheet1 and click anywhere in our data area. So, we could select columns if wanted to, or just click in any of the columns and Excel will know to use all of this data.

And now, when we go to Insert>Power View, you can see what's happening, all of our data is highlighted and we can create a new Power View Sheet or add selected data to our existing Power View, which is what we're going to do. So, with that selected we'll click OK. Now, all of a sudden things are going to change here in our Power View Sheet. We're going to see over here in the left-hand side our first visualization, which is actually just a table, and a table that doesn't look a whole a lot different than our original spreadsheet. However, the formatting can be adjusted.

We don't have grid lines going up and down, left and right, rows and columns. It's a little bit different. And over here on the right-hand side, you can see the fields that have been created based on those columns. And all of them, but Login are checked off. So, we're seeing everything here except for our Login information. For some reason, Excel thinks maybe we don't need that. If we do want to see it, all we do is click the checkbox and you can see it's added as well. Maybe we don't need that, we can deselect it, and anything else we don't need, can be deselected by clicking the checkbox. Now, this is a table, an object that can be adjusted.

So, we can widen it, we can make it a little bit longer if we want to see more data. There is a Scroll Bar for scrolling through our data. But really, there's nothing exciting happening here quite yet. However, one thing that we can do is change the visualization itself. So, up here, you'll see the Power View tab. That's what we're looking at now. We have some options for Fitting to Window, again our Field List that we already have over there on the right, Filtering. But we're going to go up to Design now, and from here, you'll see we can switch visualizations. So, if we want to switch to something else, a different table for example, we could do that.

Click the dropdown and you'll see Matrix and Card are two other options. We're currently viewing the default table. There are also Bar Charts and Column Charts. Now, it doesn't really apply to a customer database, but maybe the Map would. If we click Map right now, something is going to happen. By default, Excel is going to use one of our fields to map the various entries on to a physical map. Now, you can see it's using the Phone Number field, which, really, there are too many values, that's why we're seeing that, but we can change that over here on the right.

So as we scroll down, you can see the Color is using the Phone field. So, the color coding, we'll click the dropdown and remove that field. Now, what we really want is probably something like the City or Zipcode to show up in the Color field. So all I have to do is find it. There is our Zipcode right there, and if we wanted to, just drag it down in to the Color field and let go, and now that's what's going to appear on our map. Now, each of the maps represents each of the various codes and you can see each of the people in those codes.

So, all we're going to do now is play with the map. You can click a map. You can zoom in. You can move it around by clicking and dragging. Now, this is something you can experiment with using your own data if you wanted to, we're going to go back to a different visualization now. Let's go back to table, but let's go to one called Card. Let's see what that looks like. Now, when we do that, we're looking at our data again at different ways. It's visualized using kind of a Card feature, it looks like it could be contacts for example.

Over here on the right now as we look at our Power View fields, we might be missing Phone Number, so we can check that box to add it. And here's the cool thing. Really, wouldn't it be nice if could look at it by Zipcode or by City for example. These are called tiles. So, if we wanted to we could go down to for example, the City field and drag that into the Tile By field here and release. Suddenly, we have tiles across the top. Now we're looking at the various cities. So, if we want to see all of our customers in San Diego, we click that tile at the top and now all we're seeing using that Card view is our various customers in that one city.

We can change the Card Style if we want, by clicking here in the Options, changing it to callout. Actually, that's harder to look at, so let's change it back to Card. Now, this could be an entire chapter talking about the Power View add-in feature here in Excel 2013. Really, you should experiment with your own data to get a good feel for all the things you can do with Power View. Let's go up here where it says Click to add a title, and we'll just add a simple title here, we'll call it Customers 2012 and then just click anywhere outside that to lock it in.

That's our new Power View sheet, the new add-in feature in Excel 2013 Professional Plus. You could download it if you're not using Professional Plus. A lot you can do with it. Very cool tool and it's a safe place where you can play around with your data and look at it in different ways.

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This video is part of

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Office 2013 New Features

44 video lessons · 19200 viewers

David Rivers
Author

 
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  1. 1m 38s
    1. Welcome
      1m 3s
    2. Using the exercise files
      35s
  2. 16m 49s
    1. Exploring the new user interface
      4m 57s
    2. Integrating with the cloud
      3m 42s
    3. Exploring Touch mode
      2m 53s
    4. Using the bookmark feature
      2m 18s
    5. Customizing the Ribbon with display options
      2m 59s
  3. 27m 44s
    1. Inserting online video
      4m 4s
    2. Editing PDF documents
      4m 58s
    3. Inserting and reading comments
      2m 55s
    4. Tracking changes and conversations
      2m 19s
    5. Using Read mode for longer documents
      4m 14s
    6. Using object zoom in Read mode
      1m 53s
    7. Exploring new templates in Word
      2m 47s
    8. Inserting objects with onscreen alignment guides
      4m 34s
  4. 28m 25s
    1. Filling empty cells using Flash Fill
      3m 38s
    2. Filtering records using a Timeline
      3m 11s
    3. Previewing with Quick Analysis
      4m 34s
    4. Using Chart Advisor recommendations
      2m 43s
    5. Finding errors and issues with Power view
      6m 16s
    6. Converting roman numerals into arabic numbers
      2m 42s
    7. Protecting data in a shared spreadsheet
      5m 21s
  5. 33m 36s
    1. Working with new templates
      3m 29s
    2. Exploring the new Presenter view
      3m 45s
    3. Using color adjustments
      2m 59s
    4. Inserting new charts
      8m 37s
    5. Positioning objects with various guides
      2m 50s
    6. Exploring new transition effects
      2m 55s
    7. Creating a custom shape
      4m 31s
    8. Playing an audio track across multiple slides
      4m 30s
  6. 7m 2s
    1. Exploring changes to the user interface
      3m 23s
    2. Exploring the new Access templates
      3m 39s
  7. 8m 48s
    1. Inserting online pictures into a publication
      3m 10s
    2. Using the scratch area for inserting images
      3m 30s
    3. Creating JPEGs with the Save for Photo Printing option
      2m 8s
  8. 18m 27s
    1. Exploring the new user interface
      4m 30s
    2. Changing views
      4m 8s
    3. Embedding files in a notebook
      3m 31s
    4. Linking notes to your Outlook calendar
      3m 57s
    5. Inserting a screenshot
      2m 21s
  9. 8m 8s
    1. Exploring the user interface and some sneak peeks
      3m 35s
    2. Using the Weather bar
      1m 42s
    3. Connecting to social networks
      2m 51s
  10. 29s
    1. Next steps
      29s

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