Power View in Excel 13

 Have you ever wanted to create a Report in Excel in order to represent and visualize your data more professionally? You thought that the whole idea of creating a Report will be difficult and very confusing? This is where Power View appears in Excel. What can we do with Power View?

We can create Charts and other Visualizations.

We can filter and highlight data in our spreadsheet.

We can sort tables, bars and column charts.

We can print Power View reports and do many more other things. All we have to do is to follow the steps below. This post will be the first part about Power View.

First of all we must select the data that we want to represent in a report and then select the Insert tab and then from the area of the ribbon named Reports we select the Power View command as shown in the image below.

Insert - Reports - Power View

The first time that we use the Power View command we might be asked to enable the Power View Add-in in order for it to work. So in order for it to work we press the Enable button as shown in the image below. This dialog box mentions also that once we enable the Power View Add-in, the PowerPivot Add-in will also be enabled.

Enable Power View Add-in

Once we have pressed the Enable button, the Enable Power View Reports dialog box appears which notifies us that Power View may run a bit slowly on our computer’s current configuration. So either we press the Continue button in order for it to proceed or we press the Disable button in order for it to be cancelled.

Enable Power View Reports

Once activated the Opening Power View window appears informing us the following:

Working On Opening Power View Sheet

Opening Power View

Once Power View has finished creating the report a new spreadsheet appears named Power View and we see the result as shown in the image below.

Power View Tab

Here we notice a new tab that has appeared which is named Power View as shown below. With the use of this ribbon we can modify and edit our report. The Power View ribbon is separated in the following parts where we can do the following:

  • Clipboard: Paste, Cut and Copy
  • Undo/Redo: Undo and Redo
  • Themes: Themes, Font, Text Size, Background
  • Background Image: Set Image, Image Position and Transparency
  • Data: Refresh and Relationships
  • View: Fit To Window, Field List and Filters Area
  • Insert: Power View, Text Box and Picture
  • Arrange: Arrange

Power View Tab

In the image below I have typed in the Title area the title of the report. Then I changed the Theme of the report using the corresponding command. I have also used the commands Font, Text Size in order to format the report and then by using the commands Set Image, Image Position and Transparency, I inserted and modified the background image.

Power View Fields

At the right of our screen we notice the Filters task pane and right beside the Power View Fields as shown in the image below. In case that the Power View Fields task pane and Filters task pane doesn’t appear we can activate them by pressing the corresponding buttons which are located on the Power View tab and in the area View of the ribbon.

Power View Task Panes

Under the Power View Fields and on the tab Active, we can activate and deactivate the check boxes at the left of the Fields names in order for us to choose what we want to appear on our report. Once we activate a field, the fields name will also appear in the area below the Power View Fields which is named Tile By as shown below. In this area we can choose by selecting the arrow at the right of the Field’s name and from the drop down menu that appears, what we want to appear on our report. We can either choose one of the following just by selecting the appropriate command:

  • Remove Field
  • Do Not Summarize
  • Sum
  • Average
  • Minimum
  • Maximum
  • Count (Not Blank)
  • Count (Distinct)

Tile By

From the Power View Fields task pane we can drag and drop a field in the Filters task pane as shown in the image below.

Drag Between

On the Filters task pane we can select what we want to view on our report. We can activate or deactivate the check boxes that are located at the left of fields name in order to filter our data in the report that we are creating as shown in the image below.

Filters Check Boxes

At the top right corner of each field that we have added in the Filters task pane, the following icons appear as shown in the image below.

Advanced Filtering

With the first icon we can use the Advanced Filter Mode as shown in the image below.

Advanced Filtering

With the second icon we can Clear all the Filters that we have applied to our Report and with the third icon we can completely Delete the Filter.

Finally once we have finished filtering and customizing the report’s field we will have the final result of our Report as shown in the image below.

Final Power View Sheet

In my next post I will describe on how to use the Design tab in order to customize our Power View report.

Below you can check out the video describing the feature of Power View in Excel 13.

Power View In Excel 13

About Smart Office - philippospan

MVP: Honored with the MVP (Most Valuable Professional) for OFFICE SYSTEM title for the years 2011, 2012, 2013, 2014 and 2015 by Microsoft, for my contribution and commitment to the technical communities worldwide. Microsoft Master Specialist: This certification provides skill-verification tools that not only help assess a person's skills in using Microsoft Office programs but also the ability to quickly complete on-the-job tasks across multiple programs in the Microsoft Office system

Posted on March 21, 2014, in Excel English 2013, Microsoft Office 2013 English and tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , . Bookmark the permalink. Comments Off on Power View in Excel 13.

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