Showing posts with label Excel 2013. Show all posts
Showing posts with label Excel 2013. Show all posts

Thursday, March 25, 2021

Save a worksheet

When you have multiple worksheets in an Excel workbook, you might want to save only one worksheet as its own workbook. Use the Move or Copy function to save one worksheet in Excel 2013 or Excel 2016.

Save a single worksheet

  1. Right-click the worksheet name tab.

    Excel worksheet tabs are at the bottom of the Excel window.
  2. Click select Move or Copy.

    The right-click menu for the tab
  3. Click on the Move selected sheets to Book drop-down menu. Select (new book).

    The Move or Copy dialog box
  4. Click OK. Your new workbook opens with your moved worksheet.

    Note: This process moves your worksheet from the original workbook. If you want to keep your worksheet in both workbooks, in the Move or Copy dialog box, select the check box for Create a copy.

    The "Create a copy" check box is at the bottom of the dialog box.
  5. Click File > Save in your new workbook.

    Tip: You can also save your Excel workbook with the keyboard shortcut, Ctrl + S.

Wednesday, March 24, 2021

Change a sum to an average or other aggregate in power view

In the Field List in Power View, some number fields have a Sigma ∑ symbol next to them. They are aggregates, meaning they will be summed or averaged, for example.

Say you have a chart that sums the sales data for different regions, but you'd rather have the average.

  • In the Field List click the arrow next to the numeric value and click Average.

Note:  If a field has a calculator icon Calculator icon in Power View next to it, then it is a calculated field, and you can't change the aggregate. For example, if it's a sum, it can only be a sum.

In this article

Aggregate a numeric field

For example in Power View, you might have a Rating field, with ratings from 1 to 5. You add it to a table in a view and think that therefore you should be able to convert the table to a chart, but all the chart icons are grayed and disabled. You notice the field has no Sigma ∑ symbol next to it, and that there is a row in the table for every rating of every item.

  1. In the Table fields or Values box in the layout section of the field list, click the drop-down arrow next to a numeric field.

    Note that Do not summarize is checked.

  2. Check one of the aggregation options: Sum, Average, Minimum, Maximum, or Count.

    Let's say you click Average. Here are things that have changed:

    • You now see just one row for each item.

    • The numeric field is an average of the values.

    • In the Values box in the layout section of the field list, the field name has a Sigma ∑ next to it.

    • The chart icons in the Visualizations Gallery are enabled.

Note:  The field in the fields section of the field list is still a non- aggregated field, but the field in the table in the view is an aggregate.

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Convert a text (non-numeric) field to an aggregated field

You can convert a text field to an aggregate so you can count it, and then display the count in charts. For example, let's say you want to know how many products are in each product subcategory. You add the Category and Product fields to a table in the view. You see a long list of the products in each category. All the chart types are grayed on the Design tab because the matrix has no aggregates.

  1. In the layout (lower) section of the field list, click the drop-down arrow next to a non-numeric field.

    Note that Do not summarize is checked.

  2. Click Count.

Add a text field to a visualization as an aggregate

You can also make a field a counted field as you add it to a visualization, rather than adding and then converting it. This can speed up performance, because Power View does not have to fetch all the items in the field.

  • For a matrix or chart, drag a field from the fields (upper) section of the field list and drop it in the Values box.

  • In the fields section of the field list, click the drop-down arrow next to a non-numeric field.

    • For a matrix or chart, click Add to Values.

    • For a table, click Add to Table as Count.

Doing any of these automatically adds the field as a counted field.

Duplicates and blanks in a field

When you set Power View to count the values in a field, by default it counts all the rows that contain data: It counts duplicate values, but not blanks. You can set it to instead count only unique (distinct) values, including blanks.

  • Click the arrow next to the field in the layout section of the field list, and click Count (Non Blank) or Count (Distinct).

Note:  The column label in a visualization for either kind of counted field is the same: Count of <Field Name>. You can tell whether it counts distinct or non-blank values by clicking the dropdown arrow next to the field in the Values box for a matrix or chart or the Fields list for a table.

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Convert an aggregate to a non-aggregated field

There may be times when you do want to see every value of a field, rather than aggregating it by summing or averaging, for example.

Note:  You can only change an aggregate to a non-aggregated field in a flat table. The option doesn't exist in any other visualization.

  1. In the Table fields or Values box in the layout section of the field list, click the drop-down arrow next to an aggregate.

    Note that an aggregate, such as Sum, is checked.

  2. Click Do not summarize.

    Each item may now have multiple rows, each with a different amount.

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Power View changes how it handles integers

By default, Power View for SharePoint 2010 and SQL Server 2012 aggregated decimal numbers, but treated integers as categories rather than aggregating them. A data model designer either in Power Pivot or in SQL Server Data Tools could set defaults for integers, but this was the default behavior. In Power View in SharePoint 2013 and SQL Server 2012 SP1, Power View aggregates both decimal numbers and integers by default. A data model designer can still specify other default behavior, but that is the default.

Integer behavior when you upgrade a Power View in SharePoint 2010 report to Power View in SharePoint 2013

When you upgrade a Power View in SharePoint 2010 report to Power View in SharePoint 2013, the default behavior of any integers will change, if they are default fields and the data model creator didn't set a default behavior.

Integers in Power View for SharePoint 2010

In Power View for SharePoint 2010, if a table contains integers:

Category

Item

Quantity

Drink

Apple juice

12

Food

Bread

7

Drink

Tea

5

Food

Crackers

46

When you create a table in Power View with Category and Price fields, it doesn't add the quantities because the numbers are integers:

Category

Quantity

Drink

12

Food

7

Drink

5

Food

46

You can make Power View sum or otherwise aggregate the numbers by clicking the arrow in the Field List and selecting Sum, Average, Count, or another aggregate.

Integers in Power View in Excel 2013 and SharePoint 2013

In Power View in Excel 2013 and SharePoint 2013, when you add a number field, whether decimal or integer, the default is to sum the values. So in the above example of the integers, the table in Power View is:

Category

Quantity

Drink

17

Food

53

Again, you can change that default and make Power View not summarize, but the default behavior has changed.

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Thursday, March 18, 2021

Protect a worksheet

To prevent other users from accidentally or deliberately changing, moving, or deleting data in a worksheet, you can lock the cells on your Excel worksheet and then protect the sheet with a password. Say you own the team status report worksheet, where you want team members to add data in specific cells only and not be able to modify anything else. With worksheet protection, you can make only certain parts of the sheet editable and users will not be able to modify data in any other region in the sheet.

Important: 

  • Worksheet level protection is not intended as a security feature. It simply prevents users from modifying locked cells within the worksheet.

  • Protecting a worksheet is not the same as protecting an Excel file or a workbook with a password. See below for more information:

Choose what cell elements to lock

Here's what you can lock in an unprotected sheet:

Note: ActiveX controls, form controls, shapes, charts, SmartArt, Sparklines, Slicers, Timelines, to name a few, are already locked when you add them to a spreadsheet. But the lock will work only when you enable sheet protection. See the subsequent section for more information on how to enable sheet protection.

Enable worksheet protection

Worksheet protection is a two-step process: the first step is to unlock cells that others can edit, and then you can protect the worksheet with or without a password.

Step 1: Unlock any cells that needs to be editable

  1. In your Excel file, select the worksheet tab that you want to protect.

  2. Select the cells that others can edit.

    Tip: You can select multiple, non-contiguous cells by pressing Ctrl+Left-Click.

  3. Right-click anywhere in the sheet and select Format Cells (or use Ctrl+1, or Command+1 on the Mac), and then go to the Protection tab and clear Locked.

    Protection tab in the Format Cells dialog box

Step 2: Protect the worksheet

Next, select the actions that users should be allowed to take on the sheet, such as insert or delete columns or rows, edit objects, sort, or use AutoFilter, to name a few. Additionally, you can also specify a password to lock your worksheet. A password prevents other people from removing the worksheet protection—it needs to be entered to unprotect the sheet.

Given below are the steps to protect your sheet.

  1. On the Review tab, click Protect Sheet.

    The Changes group on the Review tab
  2. In the Allow all users of this worksheet to list, select the elements you want people to be able to change.

    The Protect Sheet dialog box

    Option

    Allows users to

    Select locked cells

    Move the pointer to cells for which the Locked box is checked on the Protection tab of the Format Cells dialog box. By default, users are allowed to select locked cells.

    Select unlocked cells

    Move the pointer to cells for which the Locked box is unchecked on the Protection tab of the Format Cells dialog box. By default, users can select unlocked cells, and they can press the TAB key to move between the unlocked cells on a protected worksheet.

    Format cells

    Change any of the options in the Format Cells or Conditional Formatting dialog boxes. If you applied conditional formatting before you protected the worksheet, the formatting continues to change when a user enters a value that satisfies a different condition.

    Format columns

    Use any of the column formatting commands, including changing column width or hiding columns (Home tab, Cells group, Format button).

    Format rows

    Use any of the row formatting commands, including changing row height or hiding rows (Home tab, Cells group, Format button).

    Insert columns

    Insert columns.

    Insert rows

    Insert rows.

    Insert hyperlinks

    Insert new hyperlinks, even in unlocked cells.

    Delete columns

    Delete columns.

    Note: If Delete columns is protected and Insert columns is not protected, a user can insert columns but cannot delete them.

    Delete rows

    Delete rows.

    Note: If Delete rows is protected and Insert rows is not protected, a user can insert rows but cannot delete them.

    Sort

    Use any commands to sort data (Data tab, Sort & Filter group).

    Note: Users can't sort ranges that contain locked cells on a protected worksheet, regardless of this setting.

    Use AutoFilter

    Use the drop-down arrows to change the filter on ranges when AutoFilters are applied.

    Note: Users cannot apply or remove AutoFilter on a protected worksheet, regardless of this setting.

    Use PivotTable reports

    Format, change the layout, refresh, or otherwise modify PivotTable reports, or create new reports.

    Edit objects

    Doing any of the following:

    • Make changes to graphic objects including maps, embedded charts, shapes, text boxes, and controls that you did not unlock before you protected the worksheet. For example, if a worksheet has a button that runs a macro, you can click the button to run the macro, but you cannot delete the button.

    • Make any changes, such as formatting, to an embedded chart. The chart continues to be updated when you change its source data.

    • Add or edit notes.

    Edit scenarios

    View scenarios that you have hidden, making changes to scenarios that you have prevented changes to, and deleting these scenarios. Users can change the values in the changing cells, if the cells are not protected, and add new scenarios.

  3. Optionally, enter a password in the Password to unprotect sheet box and click OK. Reenter the password in the Confirm Password dialog box and click OK.

    Important: 

    • Use strong passwords that combine uppercase and lowercase letters, numbers, and symbols. Weak passwords don't mix these elements. Passwords should be 8 or more characters in length. A passphrase that uses 14 or more characters is better.

    • It is critical that you remember your password. If you forget your password, Microsoft cannot retrieve it.

The Protect Sheet option on the ribbon changes to Unprotect Sheet when a sheet is protected. To view this option, click the Review tab on the ribbon, and in Changes, see Unprotect Sheet.

The Changes group on the Review tab

The Changes group on the Review tab

To unprotect a sheet, follow these steps:

  1. Go to the worksheet you want to unprotect.

  2. Go to File > Info > Protect > Unprotect Sheet, or from the Review tab > Changes > Unprotect Sheet.

  3. If the sheet is protected with a password, then enter the password in the Unprotect Sheet dialog box, and click OK.

Need more help?

You can always ask an expert in the Excel Tech Community, get support in the Answers community, or suggest a new feature or improvement on Excel User Voice.

See Also

Protection and security in Excel

Protect an Excel file

Protect a workbook

Lock or unlock specific areas of a protected worksheet

Lock cells to protect them

Display or hide formulas

Protect controls and linked cells on a worksheet

Copy and paste in a protected worksheet

Video: Password protect workbooks and worksheets (Excel 2013)

Friday, March 12, 2021

Video use autofill and flash fill

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Watch this video for a quick introduction to AutoFill and Flash Fill, two helpful time savers that we'll cover in more detail in this course.

Want more?

Fill data automatically in worksheet cells

Split a column of data based on what you type

Change the case of text

Sometimes you need to enter a lot of repetitive information in Excel, such as dates, and it can be really tedious.

If you think there might be an easier, automated way to do this, you'd be right.

Type the first date in the series.

Put the mouse pointer over the bottom right-hand corner of the cell until it's a black plus sign.

Click and hold the left mouse button, and drag the plus sign over the cells you want to fill.

And the series is filled in for you automatically using the AutoFill feature.

Or, say you have information in Excel that isn't formatted the way you need it to be, such as this list of names.

Going through the entire list manually to correct them is daunting.

You'd think there'd be an easier automated way to do this, too, and you'd be right again.

Type the first name the way you want it.

Start to type the next name, and, as if by magic, Excel provides a preview of the names formatted the way you want.

Press Enter, and the names are all filled in for you using the Flash Fill feature, which is new in Excel 2013.

AutoFill and Flash Fill are tremendous time savers, and they can do much more than we have covered in this introduction.

In the next videos, we'll cover them in more detail.

Wednesday, March 10, 2021

Calculated items in excel and excel services

Microsoft Excel 2013 offers a variety of business intelligence capabilities that enable you to create powerful reports, scorecards, and dashboards. New and improved capabilities include the ability to create calculated items, such as Calculated Measures, Calculated Members, and Calculated Fields. Read this article to learn about calculated items and whether they're supported in Excel Services.

Calculated items in Excel Services

In Excel, people can create calculated items that include Calculated Measures, Calculated Members, and Calculated Fields. Calculated items enable you to define and use custom calculations and sets of items that do not exist in the databases that are used to create PivotChart reports or PivotTable reports.

When you have a workbook that contains calculated items, you can share the workbook with others by uploading it to a SharePoint library. Depending on how your SharePoint environment is configured, people can typically view and use workbooks that contain calculated items in a browser window. However, some environments might not support that capability.

If your organization is using Office Web Apps Server alongside SharePoint Server 2013 (on premises), then either Excel Services (SharePoint Server 2013) or Excel Web App (Office Web Apps Server)is used to render workbooks in a browser window. This decision can affect whether workbooks that contain Calculated Fields (created by using Power Pivot for Excel) can be viewed in a browser window.

The following table summarizes whether calculated items are supported in Excel Services (SharePoint Server 2013), Excel Web App (Office Web Apps Server), and Excel for the web (in SharePoint).

Calculated Item

Excel Services (SharePoint Server 2013, on premises)

Excel Web App (Office Web Apps, on premises)

Excel for the web (in SharePoint Online)

Calculated Measures

Yes

Yes

Yes, if the data sources that are used are supported in SharePoint. See Use external data in workbooks in SharePoint.

Calculated Members

Yes

Yes

Yes, if the data sources that are used are supported in SharePoint. See Use external data in workbooks in SharePoint.

Calculated Fields

Yes

No.

Power Pivot capabilities, including Calculated Fields and Data Models, are not supported in Office Web Apps Server (on premises).

Yes, if the data sources that are used are supported in SharePoint. See Use external data in workbooks in SharePoint.

For more information, see the following resources:

Important: If you attempt to view a workbook that contains calculated items (or unsupported features) in a browser window, and you receive an error message that indicates the workbook is not supported, try opening the workbook in Excel 2013.

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What are Calculated Measures?

A Calculated Measure is a custom calculation that you can create in Excel when you are working with multidimensional data that is stored in SQL Server Analysis Services. Calculated Measures are useful for defining calculations that might not already exist in a database. Examples of custom calculations can include any of following:

  • A sales quota measure that uses a particular formula

  • A percent-of-total measure for items in a group

  • A gross profit measure that uses a complex query

  • A revenue measure that uses the sum of gross profit and product cost

When you create a Calculated Measure, you define a Multidimensional Expressions (MDX) query. This is easily done using a Calculated Measure dialog box in Excel, which enables you to use drag-and-drop functionality to set up your query.

To create a Calculated Measure in Excel

  1. Create a PivotTable report or a PivotChart report using data stored in an Analysis Services cube.

  2. On the Analyze tab, in the Calculations group, choose OLAP Tools > MDX Calculated Measure. The New Calculated Measure dialog box opens.

  3. In the Name box, specify a name for the Calculated Measure.

  4. (This step is optional.) To specify where the Calculated Measure should appear in the PivotTable Fields (or PivotChart Fields) list, take one or both of the following steps:

    • Use the Measure Group list to specify where you want the Calculated Measure to appear in the PivotTable Fields (or PivotChart Fields) list. If you do not specify a Measure Group, the Calculated Measure will appear in a group called Values.

    • In the Folder box, type a name to create a display folder for the Calculated Measure.

  5. From the Fields and Items tab, drag an item (such as a measure) to the MDX pane.

  6. Add an operation, such as +, -, /, or * after the item in the MDX pane.

  7. From the Fields and Items tab, drag another item to the MDX pane.

  8. Repeat steps 5-7 until you have the items and your formula set up.
    For example, if you are creating a Calculated Measure called Revenue, in the MDX pane, you might have a query that resembles
    [Measures].[Product Cost]+[Measures].[Gross Profit]

  9. Choose Test MDX to make sure the query will work correctly.

  10. Choose OK to create the Calculated Measure.

  11. To use the Calculated Measure in the report, select it in the PivotTable Fields (or PivotChart Fields) list. You'll find it in the location that was specified in step 4.

Note: Because the Excel MDX Calculated Measure is used to create a session specific calculation for a SQL Server Analysis Services data source, your Calculated Measure will be limited to the session and the data source connection you used. Learn more about creating session-scoped Calculated Members.

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What are Calculated Members?

A Calculated Member is a set of members that you can define in Excel when you are working with multidimensional data that is stored in Server Analysis Services. Calculated Members are useful for defining sets of items that might not already exist in a database. Examples of these custom sets can include any of following:

  • An area that consists of certain geographical areas, such as countries, regions, or states

  • A group of products that count towards a sales representative's quota amount

  • A set of promotional activities related to a particular marketing campaign

Similar to Calculated Measures, when you create a Calculated Member, you define an MDX query. This is easily done using a Calculated Member dialog box in Excel, which enables you to use drag-and-drop functionality to set up your query.

Note: When you work with a PivotTable in Excel and you use the OLAP tools to add a calculated member, you won't be able to deselect it in the Field List's dropdown list if your data source is connected to a server running SQL Server 2008 or earlier. If the data source is connected to a server running SQL Server 2008 R2 or later, you can select and deselect the calculated member in the filter dropdown list.

To create a Calculated Member in Excel

  1. Create a PivotTable report or a PivotChart report using data stored in an Analysis Services cube.

  2. On the Analyze tab, in the Calculations group, choose OLAP Tools > MDX Calculated Member. The New Calculated Member dialog box opens.

  3. In the Name box, specify a name for the Calculated Member.

  4. Use the Parent Hierarchy list to specify where you want the Calculated Member to appear in the PivotTable Fields (or PivotChart Fields) list.
    Pay close attention to what you select. You will need to know where you have specified the Calculated Member in order to use it in the PivotTable report (or PivotChart report).

  5. From the Fields and Items tab, drag an item (such as a dimension hierarchy) to the MDX pane.

  6. Add an operation, such as +, -, /, or * after the item in the MDX pane.

  7. From the Fields and Items tab, drag another item to the MDX pane.

  8. Repeat steps 5-7 until you have the items and your formula set up.
    For example, if you are creating a Calculated Member called Core Products that includes all but two product categories, in the MDX pane, you might have a query that resembles
    [Product].[Product Categories]-[Product].[Product Categories].[Category].&[4]-[Product].[Product Categories].[Category].&[3]

  9. Choose Test MDX to make sure the query will work correctly.

  10. Choose OK to create the Calculated Member.

  11. To add the Calculated Member to the PivotTable report (or PivotChart report), take the following steps:

    1. Make sure that at least one measure is selected for the report.

    2. In the PivotTable Fields (or PivotChart Fields) list, expand the parent dimension that you specified in step 4.

    3. Select the check box next to dimension hierarchy that corresponds to the hierarchy that you used to create the Calculated Member. The report displays information for all the dimension members in the group, including the Calculated Member that you created.

  12. (This is optional.) To display information for only the Calculated Member in the report, take the following steps:

    1. In the PivotTable Fields (or PivotChart Fields) list, point to the dimension hierarchy that contains the Calculated Member.

    2. When the down arrow appears, click (or tap) it to open the Select field dialog box.

    3. Clear the checkboxes for all the items, except for the Calculated Member that you created.

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What are Calculated Fields?

Calculated Fields are useful when you want to create a calculated item in a PivotTable or a report that does not use multidimensional data stored in Analysis Services, but instead uses data in an in-workbook Data Model created by using Power Pivot in Excel. The values in calculated fields can change based on context. The context is determined by selections on rows, columns, filters, or in a custom formula using Data Analysis Expressions (DAX) in PowerPivot.

Similar to Calculated Measures and Calculated Members, Calculated Fields are listed in the PivotTable Fields (or PivotChart Fields) list, typically in the Values group. You have several options available for creating a Calculated Field.

To create a Calculated Field in Excel

For detailed information on how to create and work with Calculated Fields, see the following resources:

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Sunday, March 7, 2021

Video copy and remove

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This video shows you how to quickly copy a cell's formatting, remove conditional formatting from specific cells, and remove all conditional formatting from an entire worksheet.

Copy conditional formatting

If you have a conditional formatting rule that you want to use for new data, copy the conditional formatting to the new data using the Format Painter.

  1. Click a cell that has the conditional formatting you want to copy.

  2. Click HOME > Format Painter. The pointer changes to a paintbrush. Double-click Format Painter if you want to copy the formatting to multiple selections.

  3. To copy the formatting, drag the mouse pointer across the cells or ranges of cells that you want to format.

  4. To stop the formatting, press Esc.

Want more?

Apply conditional formatting to quickly analyze data

Add, change, find, or clear conditional formats

Take conditional formatting to the next level

I've already applied conditional formatting to cell B2. If the cell contains the text "oil", the cell's formatting is red.

To copy the cell's formatting, I select the cell, click Format Painter on the HOME tab, and select the cells I want to format.

To remove conditional formatting from specific cells, select the cells, click the Quick Analysis button, and click Clear Format.

To remove all conditional formatting from the entire worksheet,click the Conditional Formatting button on the HOME tab, point to Clear Rules, and click Clear Rules from Entire Sheet.

Now, you have got a pretty good idea about how to apply conditional formatting.

Of course, there is always more to learn.

So check out the course summary at the end, and best of all, explore Excel 2013 on your own.

Friday, February 26, 2021

Business intelligence in excel and excel services sharepoint server 2013

Business intelligence (BI) is essentially the collection of tools and processes that are used to gather data and turn it into meaningful information that people can use to make better decisions. Excel 2013 offers lots of new BI features and functionality, making it easier than ever to gather data and use the data to create powerful reports, scorecards, and dashboards. Excel Services in SharePoint Server 2013 (on premises) enables you to share, view, explore, and refresh workbooks in a browser window, similar to how it works in Excel.

Read this article to learn about BI features in Excel and which ones are supported in Excel Services and Excel Web App.

Note: The information in this article applies to Excel 2013 and SharePoint Server 2013 (on premises) only. If you're looking for information about BI in the cloud, see BI capabilities in Power BI for Microsoft 365, Excel, and SharePoint Online.

In this article

What BI capabilities are available in Excel?

In Excel 2013, you can perform a wide range of tasks—from getting data to creating reports—as part of your organization's BI solution. The following table summarizes the powerful BI capabilities that are available in Excel.

Task

Description

Get data into Excel

You can Import data from external data sources, such as SQL Server tables, SQL Server Analysis Services cubes, Microsoft Azure data, OData data, and more.

You can use Power Query for Excel to find, combine, and refine data across a wide variety of sources, including internal and external data sources.

You can import data into Excel, or you can use a data connection to create charts, tables, and reports using external data.

Sort, organize, and work with data in Excel

You can use Flash Fill to format columns of data to display a particular way.

You can also create a Data Model to combine one or more tables of data into a single data source that you can use to create reports, including views that you create by using Power View.

You can use Quick Analysis to select data and see recommended ways to visualize that data.

Visualize data in Excel

You can create a wide variety of reports that include tables, line charts, bar charts, radar charts, and so on.

You can use Power Map to create three-dimensional data visualizations on a globe.

You can use Power View to create mashups that include interactive charts and tables.

And, you can create reports that use conditional formatting and key performance indicators (KPIs) to show at a glance whether performance is on or off target for one or more metrics.

Apply filters to charts and tables in Excel

You can add slicers, timeline controls, and filters to worksheets to make it easier to focus on more specific information.

Explore and analyze data in Excel

You can use Quick Explore to explore information in a PivotChart report or a PivotTable report, and view additional information about that value in a new chart or table on the screen. You can also use lots of other BI features to analyze data in Excel.

Use more advanced analytic capabilities

If you are an advanced user, you can create Calculated Measures and Calculated Members for PivotChart reports or PivotTable reports that use Analysis Services data. And, you can create Calculated Fields in Power Pivot.

For more information about new features in Excel, see What's new in Excel 2013.

What Excel BI features are supported in SharePoint Server 2013?

Many of the BI capabilities that are available in Excel are supported in Excel Services in SharePoint Server 2013 (on premises). This means that you can view and interact with workbooks in a browser window much like you would by using the Excel client. In general, the following features are supported:

When you're using a workbook in a browser window, you can't create certain kinds of items, such as timeline controls, PivotChart reports, PivotTable reports, calculated members, and calculated measures. You can, however, create those items in Excel, upload the workbook to a library in SharePoint Server 2013, and then view that workbook in the browser.

What Excel BI features are supported in Excel Services (SharePoint Server) together with Excel Web App (Office Web Apps Server)?

If your organization is using SharePoint Server 2013 together with Office Web Apps Server (on premises), then the BI capabilities that are supported depend on how things are configured. Either Excel Services (SharePoint Server 2013) or Excel Web App (Office Web Apps Server) is used to render workbooks in a browser window.

Excel Services and Excel Web App are not exactly the same, so this decision affects which BI capabilities are available to you when you are using a workbook in a browser window. The following table summarizes some of the key differences:

Feature

What's supported when Excel Web App is used to render workbooks

What's supported when Excel Services is used to render workbooks

Refreshing data in a workbook in a browser window

Most kinds of secure external data connections are not supported. For more information, see Working with external data in Excel Services.

Most kinds of external data connections are supported, as is the ability to refresh data in a browser window. For more information, see Working with external data in Excel Services.

Data modeling in Excel

You can view workbooks that contain a Data Model, but in general, you cannot explore data in certain items, such as PivotChart reports, PivotTable reports, and timeline controls that use a Data Model as their data source.

Data refresh is not supported in a browser window, but you can open the workbook in Excel to refresh its data.

You can view and interact with items in workbooks that contain a Data Model.

Flash Fill

The ability to use Flash Fill when viewing or editing a workbook in a browser window is not supported. You must open the workbook in Excel to use this feature.

The ability to use Flash Fill when viewing a workbook in a browser window is not supported. You must open the workbook in Excel to use this feature.

Quick Analysis

The ability to use Quick Analysis when viewing or editing a workbook in a browser window is not supported. You must open the workbook in Excel to use this feature.

The ability to use Quick Analysis when viewing a workbook in a browser window is not supported. You must open the workbook in Excel to use this feature.

Charts and tables, PivotTables, PivotCharts, reports, and scorecards

The ability to view, sort, filter, and interact with reports and scorecards that were created by using Excel is supported in a browser window.

The ability to view, sort, filter, and interact with reports and scorecards is supported in a browser window.

Power Map

Currently, views that were created by using Power Map are not supported. You must open the workbook in Excel to use this feature.

Currently, views that were created by using Power Map are not supported in a browser window. You must open the workbook in Excel to use this feature.

Power View

Views that were created by using Power View are not supported in Excel Web App.

Views that were created by using Power View are supported in Excel Services.

Slicers and timeline controls

The ability to use existing slicers and timeline controls is supported.

The ability to use existing slicers and timeline controls is supported.

Quick Explore

The ability to use Quick Explore is supported in a browser window.

The ability to use Quick Explore is supported in a browser window.

Calculated measures and calculated members

Workbooks that contain calculated measures and calculated members are supported.

Workbooks that contain calculated measures and calculated members are supported.

Calculated Fields in Power Pivot

Calculated fields are not supported in Excel Web App.

The ability to use existing calculated fields is supported in Excel Services.

Learn more about Microsoft BI tools

This article covers BI in Excel and Excel Services, but there are other Microsoft BI tools available. Get the poster   

BI in Office and SharePoint to learn more about BI tools in Office and SharePoint.

The poster summarizes all the BI tools that are available—on premises and in the cloud—with links to additional information about each tool.