Book Image

PowerPivot for Advanced Reporting and Dashboards

By : Robert Bosco J
Book Image

PowerPivot for Advanced Reporting and Dashboards

By: Robert Bosco J

Overview of this book

<p>Business intelligence technology gives an organization the power to make decisions using large volumes of data. By obtaining an adequate amount of data and integrating data from a variety of sources, a user can get a comprehensive knowledge of their business and business strategies. PowerPivot is a free add-in to the 2010 version of the spreadsheet application MS Excel. It extends the capabilities of the PivotTable data summarization and cross-tabulation feature with new features such as expanded data capacity, advanced calculations, the ability to import data from multiple sources, and the ability to publish workbooks as interactive web applications.</p> <p>PowerPivot for Advanced Reporting and Dashboards will teach you the fundamentals of PowerPivot as well as how to use the different data types available. This book also discusses useful tips and tricks for handling and resolving errors that might pop up while creating your report. With this book, you will be able to create relevant BI reports quickly and efficiently.</p> <p>Moving on from the basics, this book will explain the types of data sources that can be imported into PowerPivot. You will then delve into relationships, hierarchies, and data model creation using imported data. You will also learn how to employ DAX functions to transform unstructured data into structured data. Finally, this book will teach you how to create reports such as Pivot Tables, Pivot Charts, Slicers, KPIs, and Perspective reports using PowerPivot and how to publish them using the SharePoint server.</p>
Table of Contents (12 chapters)

Installing PowerPivot


Here you can find the installation requirements of the PowerPivot add-in for Microsoft Excel 2010 only. There is no need to follow this installation requirement for the Excel 2013 PowerPivot version, since the PowerPivot add-in would have already installed when the installation of your Microsoft Office 2013 package was completed. So, if you have successfully installed the Excel 2013 version on your computer, you only have to enable the PowerPivot add-in. You will find related information in the following pages on how to enable your PowerPivot add-in for Excel 2013.

Requirements (32-bit and 64-bit versions of Windows)

Machines that will be used to create PowerPivot workbooks must meet the following minimum hardware and software requirements for Office 2010.

Hardware requirements

Before installation of the PowerPivot add-in for Excel 2010, make sure that the following hardware requirements are met for the machine on which the PowerPivot is being loaded:

Component

Minimum requirements

Processor

500 MHz, 32-bit or 64-bit.

RAM

2 to 4 GB of RAM is feasible. The add-in will take 25 MB of RAM and additionally 33 MB will be filled when the first PivotTable is added to the worksheet. The 32-bit version of PowerPivot enables you to work with up to 2 GB of data in memory and the 64-bit version of PowerPivot enables you to work with up to 4 GB of data in memory.

Storage space

100 MB is required for program files and additional disk space is required for storing the workbook. The storage will vary based on the amount of data that you are going to analyze using PowerPivot. There is no way to know the disk requirement in advance, so it is advisable to check the disk space before saving the workbook.

Software requirements

Make sure the following software requirements are met for the machine on which PowerPivot is being loaded:

Component

Minimum requirements

Operating system

Windows 7 and 8, Windows Vista SP2, and Windows XP SP3 (32-bit only).

Windows features

Microsoft .NET Framework 4.0 or Windows 8 Microsoft .NET Framework 4.5 (to be installed before installing Microsoft Office).

Excel version

Microsoft Excel 2010 (either 32-bit or 64-bit).

Office features

Office shared features must be installed with Excel 2010.

.NET programmability support in Microsoft Excel must also be installed.

Visual Studio 2010 tools for Office runtime (to be installed before or after Office, but before using PowerPivot for Excel).

Recommendations

The 64-bit version and the 32-bit version of Microsoft Excel PowerPivot have some differences. The 32-bit version, as compared to the 64-bit version, lacks some important features for large data users. The 32-bit version of Windows allows only up to 1 million rows, which sums up to 2 GB of data to be managed and 500–700 MB of file size. If this limit is exceeded, data inconsistencies can occur. When using such large volumes of data, it is recommended you switch to Windows 64-bit, since the 64-bit version of PowerPivot can manage 4 GB of data and 2 GB of file size. But in Excel 2013, for the 64-bit version of PowerPivot, all these limitations have been removed. It means that, the only restriction that is placed on the physical data is that of one's own machine.

Users of the 32-bit Windows version of Microsoft PowerPivot will be able to manage data satisfactorily as long as the 1 million row limit is observed. Fast and efficient performance analysis with sufficient amounts of memory for larger volumes of data is attainable for those using the 64-bit version of Windows.

Getting the PowerPivot add-in for Excel 2010

Before downloading the free PowerPivot add-in, you have to determine if you are using the 32-bit or 64-bit version of Excel 2010. If you have installed the 32-bit version of Excel, you must install the 32-bit version of PowerPivot for Excel. Likewise, if you have installed the 64-bit version of Excel, you must install the 64-bit version of PowerPivot for Excel.

In order to know which version of Excel 2010 you have installed on your computer, perform the following steps:

  1. Open Microsoft Excel 2010.

  2. Click on File from the menu bar.

  3. Select Help.

  4. Note the version of Excel you have installed on your computer.

    Identifying the version of Excel 2010

Downloading and installing the PowerPivot add-in for Excel 2010

The download and installation of the PowerPivot add-in for Excel 2010 is easily done with the help of the following instructions:

  1. Go to http://www.microsoft.com/en-us/download/details.aspx?id=29074.

  2. Select the language and click on the Download button.

  3. Select the version you want to download and click on the Next button.

  4. Once you have clicked on the Next button, your setup file will be downloaded.

  5. Double-click on the setup file and then click on Run.

  6. Click on Next to get started.

  7. Accept the license agreement and then click on Next.

  8. Click on Install.

  9. Click on Finish.

    Completing the installation

Enabling the PowerPivot add-in for Excel 2013

If PowerPivot in Excel 2013 has already been installed on your Microsoft Office 2013 Professional Plus package, but wasn't enabled, to enable the add-in, perform the following instructions:

  1. Open Excel 2013.

  2. Navigate to File | Options | Add-Ins.

  3. In the Manage box select COM Add-ins and click on the Go... button.

  4. Check the PowerPivot for Excel box, and then click on OK.

    If you have other versions of the PowerPivot add-in installed, those versions will also be listed in the COM Add-ins list. Be sure to select the PowerPivot add-in for Excel 2013.

  5. Now, enable the PowerPivot add-in in your Excel 2013.

    Enabling the PowerPivot add-in

If the PowerPivot add-in does not appear in the Excel ribbon, you have to troubleshoot using the following instructions:

  1. Open Excel 2013.

  2. Navigate to File | Options | Add-Ins.

  3. In the Manage box, select Disabled Items and then click on Go.

  4. Select PowerPivot for Excel and then click on Enable.

  5. Now PowerPivot will be enabled.

Verifying installation

After installing the PowerPivot add-in for Excel 2010 or enabling the PowerPivot add-in for Excel 2013, you must verify and test the add-in to check if it has been installed and enabled properly.