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Excel 2013 New Data Capability Overview Bob & Wilma Andrews Virginia Commonwealth University

Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference

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Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference Presenter: Wilma Andrews & Bob Andrews, Virginia Commonwealth University This session will discuss and demonstrate some of the 2013 Excel functionality and exciting new features available through the Professional Plus version. These features expand the capability to obtain, manage, analyze and visualize data. Most of these capabilities are activated thru add-ins or downloads. This session will provide an overview of Recommended PivotTables, Recommended Charts, Office Apps, PowerView, PowerPivot, PowerMap (GeoFlow), PowerQuery, and Inquire. Selected features will be demonstrated live during the session. Installation/download information will be provided to attendees. The goal of the session is for participants to be aware of and understand how these expanded Excel 2013 capabilities can be used.

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Page 1: Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference

Excel 2013 New Data Capability OverviewBob & Wilma AndrewsVirginia Commonwealth University

Page 2: Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference

OVERVIEW

New Excel 2013 Data Capabilities

Page 3: Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference

SessionAwareness of data capabilities of Excel 2013 Professional Plus/Office 365

Page 4: Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference

Dataobtain

manage

analyze

visualize

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Excel 2013 Data CapabilitiesObtain Manage Analyze Visualize

Inquire X

Recommended PivotTables X

Recommended Charts X

Obtain Manage Analyze Visualize Inquire X

Recommended PivotTables X

Recommended Charts X

Power Query X

Power Map X

Obtain Manage Analyze Visualize Inquire X

Recommended PivotTables X

Recommended Charts X

Power Query X

Power Map X

Power Pivot X X

Power View X X

Obtain Manage Analyze Visualize Inquire X

Recommended PivotTables X

Recommended Charts X

Power Query X

Power Map X

Power Pivot X X

Power View X X

Commercial Add-Ins X X

Apps for Office X X

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BASIC LEVEL

New Excel 2013 Features

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INQUIREAnalyze workbook for problems or inconsistencies

See links between workbooks, worksheets or cells

Compare versions of workbook - graphical dependency maps

Worksheet relationship diagram

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INQUIREAdd-inTurn on at Options/Add-ins/COM

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INQUIRE

Workbook analysis

Show workbook links

Relationships – workbook,

worksheet, cellsCompare files Clean excess cell

formattingManage

passwords

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Workbook Analysis Report

Excel Help – Analyze a workbook

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Excel Help - What you can do with Spreadsheet Inquire

Relationships

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http://www.microsofttraining.net/b/exceltraining/2013/04/excel-2013-audit-your-spreadsheet-with-the-inquire-add-in/

Relationships

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Recommended PivotTables

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Recommended PivotTables

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Recommended Charts

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Recommended Charts

Page 17: Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference

Recommended Charts

Page 18: Excel 2013 Functionality and New Data Capability Overview - Course Technology Computing Conference

POWER USER

New Excel Features

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Basic Excel

Power User

One step up

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>300 Million Excel users worldwide

Those who create Pivot Tables

10% - Pivot Pros (Rob Collie)

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Microsoft’s 4 BI Capabilities

Power QueryPower MapPower PivotPower View

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Excel 2013 Data CapabilitiesObtain Manage Analyze Visualize

Inquire X

Recommended PivotTables X

Recommended Charts X

Obtain Manage Analyze Visualize Inquire X

Recommended PivotTables X

Recommended Charts X

Power Query X

Power Map X

Obtain Manage Analyze Visualize Inquire X

Recommended PivotTables X

Recommended Charts X

Power Query X

Power Map X

Power Pivot X X

Power View X X

Obtain Manage Analyze Visualize Inquire X

Recommended PivotTables X

Recommended Charts X

Power Query X

Power Map X

Power Pivot X X

Power View X X

Commercial Add-Ins X X

Apps for Office X X

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Power Query

Data discovery and query tool

Enhances self-service BI experience

Public search feature

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Power Query

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Power Query

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Power Query

32 or 64 bit

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Power Query

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Table format

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Power Map (GeoFlow)3-D data visualization of data sets

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Power Map (GeoFlow)Download

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Power Map (GeoFlow)

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Power Map

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% Population 65 and Older by Locality

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% People in Poverty by State

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POWER PRO

New Excel Features

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Basic Excel

Power User

Another step up

Power Pro

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Power Pivot“The best thing to happen to Excel in 20 years.”

Bill Jelen, Mr. Excel

“This is the rare technology that can (and will) fundamentally change the lives of millions of people.”

Rob Collie, PowerPivotPro

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Power PivotBy far, the biggest “competitor” to Power Pivot is… In other words, lack of awareness that Power Pivot even EXISTS is still the biggest “competitor” to Power Pivot today.

http://www.powerpivotpro.com/2014/01/what-is-power-pivots-1-competitor/#more-8854

Excel itself.

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Power Pivot

Handles massive volumes of data

Builds on known pivot table skills

Possible multi-table pivots

“Save As” - for interactive web application

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Power PivotAdd-inFile/Options/Add-ins/COM Add-Ins

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Power Pivot

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DAX FORMULAS FOR PowerPivot, Rob Collie, p.10

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DAX FORMULAS FOR PowerPivot, Rob Collie, p.11

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Power Query vs Power PivotPower Query - discover, connect to, and import data. Power Pivot - model imported data

Both use Excel data in Excel to explore and visualize with Power Map, Power View, PivotTables and Pivot Charts.

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Power View

Explore

Visualize

Present

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Power View

Power Pivot models intuitive data visualization

Joins data together in a cohesive unit = data model

Data models created behind the scenes between tables and relationships

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Data Modela new approach for integrating data from multiple tables, effectively building a relational data source inside an Excel workbook

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Power View

Charts

Filtering

Slicers

Sorting

Reports with multiple views

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Power View

Add-inFile/Options/Add-ins/COM Add-Ins

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Power View

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MICROSOFT’S POSITION IN BUSINESS INTELLIGENCE

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Microsoft’s 4 BI Capabilities

Power QueryPower MapPower PivotPower View

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Magic Quadrantfor Business Intelligence

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ADDITIONAL ADD-INS/DOWNLOADS

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Commercial Excel Add-insJMP - http://www.jmp.com/support/help/Import_Data_Using_the_Excel_Add-In.shtml

StatTools - https://www.palisade.com/stattools/

XLMiner - http://www.solver.com/xlminer-data-mining

XLSTAT - http://www.xlstat.com/en/

http://www.jmp.com/support/help/Import_Data_Using_the_Excel_Add-In.shtml http://www.jmp.com/support/help/Import_Data_Using_the_Excel_Add-In.shtml

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Apps for Office

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Apps for Office

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Apps for Office

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Apps for Office

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Microsoft Support site

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Videos at Excel/New

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Excel Videos

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Excel Videos

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ResourcesBill Jelen – Mr. Excel

http://www.youtube.com/user/bjele123

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ResourcesMike Girven - Excel is Fun

http://www.youtube.com/user/ExcelIsFun

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Resources

Rob Collie – powerpivotpro.comhttp://www.youtube.com/channel/UCoZckhwYkolkjBIdVXpSNSg

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ResourcesVisualizing Data with Microsoft Power View, Larson, Davis, English and Purington

Dax Formulas for PowerPivot, Collie

Microsoft Excel 2013, Building Data Models with PowerPivot, Ferrai and Russo

Microsoft websites videos

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Lots to learn…..