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Dynamically Truncate A Partitioned Table

- Ted Pattison is a 25-year author, trainer, and speaker specializing in Power BI, Office 365, SharePoint, and Azure. He is presenting on integrating Power BI with Excel 2016 and Excel Online. - The presentation covers building data models, visualizing data, importing vs connecting worksheets, the Power BI Publisher add-in for Excel, and the Analyze in Excel add-in. - The Analyze in Excel add-in allows Excel to connect to Power BI datasets in the cloud and provides a foundation for SSAS in the cloud.

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abacusdotcom
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54 views

Dynamically Truncate A Partitioned Table

- Ted Pattison is a 25-year author, trainer, and speaker specializing in Power BI, Office 365, SharePoint, and Azure. He is presenting on integrating Power BI with Excel 2016 and Excel Online. - The presentation covers building data models, visualizing data, importing vs connecting worksheets, the Power BI Publisher add-in for Excel, and the Analyze in Excel add-in. - The Analyze in Excel add-in allows Excel to connect to Power BI datasets in the cloud and provides a foundation for SSAS in the cloud.

Uploaded by

abacusdotcom
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Integrating Power BI with

Excel 2016 and Excel Online


Presented by Ted Pattison
About Ted Pattison and Critical Path Training

Ted Pattison
• 25 years as an author, technical trainer & conference speaker
• Specializing in Power BI, Office 365, SharePoint & Azure
• SharePoint MVP since 2004

Critical Path Training


• Advanced technical training on Power BI, SharePoint & others
• Offering Power BI Bootcamp as 3-day deep dive into Power BI

My Upcoming Power BI Training Events


• PBIUG Focus Event in Chicago on June 7-8
• Power BI Bootcamp in Tampa on Aug 29
Agenda

• Building Data Models using Excel 2016


• Visualizing Data in Excel 2016
• Excel Worksheets: Import versus Connect
• The Power BI Publisher for Excel Add-in
• The Analyze in Excel Add-in
Revisiting The Excel Data Model

• Every Excel Workbook can have a data model


• Provides a foundation for BI project solution

• When importing data with Power Query…


• You can add the data as a table in a worksheet
• You can add the data as a table in the data model

Excel Workbook

worksheet

worksheet
worksheet
Database
Working with the Power Query Add-In

• Power Query Add-In adds a tab to Excel ribbon


• Click Manage button display Power Query window
• You must switch back and forth between Excel application window
Extracting and Modeling Data in
Microsoft Excel 2016
Getting Started with the Power BI Service

3
Importing a Dataset

• Connect to files in OneDrive

• Select the file and click Connect

• Choose between Import or Connect


Designing Reports

• Power BI service provides browser-based report designer


• Report contains one o more pages
• Pages contain visuals (aka visualizations)
• Visuals display fields from underling data model
Creating Dashboards

• Dashboards contain tiles


• Tiles created from visuals on report pages
1
2

3
Workbook Import versus Connect
Power BI Publisher for Excel

• Power BI Publisher for Excel


• Download for free from Power BI service website
• Installs as an add-in to Microsoft Excel
Publishing Excel Items to Power BI
Analyze in Excel

• Analyze in Excel Add-in


• Allows Excel to connect to Power BI Dataset in Cloud
• Provides foundation for SSAS in the cloud
Analyze in Excel
Agenda

• Building Data Models using Excel 2016


• Visualizing Data in Excel 2016
• Excel Worksheets: Import versus Connect
• The Power BI Publisher for Excel Add-in
• The Analyze in Excel Add-in

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