How to Produce Visualization Reports with Excel 2013 Power View

In a previous blog post, I introduced the geo-coding capabilities that utilize the Map visualization feature in Power View add-in for Excel 2013. What’s great about Power View add-in in Excel 2013 is that you can easily produce image and visualizations in a matter of minutes as long as you have the data model available. In this blog post, we’re going to cover how simple it is to build an effective visualization report.

Before we get started, you will need to make sure that you have SQL Server 2012 and SharePoint 2010. Your Excel 2013 client should have the Power View add-in automatically installed. If not, you will need to manually enable the add-in. Furthermore, if you are planning to have the reports editable in a browser, you will need Silverlight 5 installed.

Prior to creating your reports, it is very important that you understand your data, specifically the data model layout. This will make it easier for you to produce more insightful reports. For this exercise, I decided to use the NFL 2012 season team statistics, located here.  I wanted to build a report where you can visually scroll through a list of NFL teams, select a NFL team, and view that team’s statistics for the 2012 season.

Now that I have the data I want to utilize for producing the report, I will need to load the data from SQL by clicking the ‘POWER PIVOT’ tab, and selecting ‘Manage’. Note: You can either import the data from an external source or create the data directly in Excel. For this exercise, I imported the data from my SQL database where I had created and stored the NFL team’s data.

How to Produce Visualization Reports with Excel 2013 Power View

Once I have the data loaded, I am now ready to create my Power View report by clicking the ‘INSERT’ tab, and selecting ‘Power View’. You will also notice that once you have selected Power View, two additional tabs ‘POWER VIEW’ and ‘DESIGN’ are displayed.

How to Produce Visualization Reports with Excel 2013 Power View

Next, I’ve selected which data elements I’d like to visualize from the data pane on the right side of the canvas, ‘Power View Fields’.

How to Produce Visualization Reports with Excel 2013 Power View

From the expanded NFL table, I’m going to select Image URL and use the visualizations toolbar under ‘DESIGN’ tab to set the field as Tiles. This will place the NFL logo images in a slide tile view.

How to Produce Visualization Reports with Excel 2013 Power View

Now that I have my NFL logo images in a slide tile view, I’m going to capture the details of each NFL team by selecting a NFL team and selecting ‘Card’ from the ‘Table’ under the ‘DESIGN’ tab. I’ve added the following data elements to the Card visualization: Rank, Total, Receiver, Defense, Total Points. I also wanted to display a bar chart comparing the NFL’s team statistics with one another by using the ‘Bar Chart’ visualization from the ‘DESIGN’ tab.

How to Produce Visualization Reports with Excel 2013 Power View

How to Produce Visualization Reports with Excel 2013 Power View

As you can see, once you have and understand your data model, the ability to produce a visualization report is easy and not as time consuming as you may think. With the Power View add-in for Excel 2013 client, it makes it even simpler to add images and visualizations to make your report that much more impactful, right at your fingertips!

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