SharePoint Advanced: Working with PowerPivot
1h 2mIntermediate2018-09-13
Authors
Phil Gold
Senior-Level Learning and Development Professional
Course details
PowerPivot can be connected to Excel to add advanced data functionality inside of SharePoint. In this course, learn how to use PowerPivot and SharePoint to move data between SharePoint and Office 365 apps, as well as visualize and manipulate data inside SharePoint. To begin, instructor Phil Gold describes the similarities and differences between regular PivotTables and PowerPivot and the benefits of using SharePoint as a BI Center for your team. He shares how to set up PowerPivot and PowerView in Excel, how to connect them to your data, and how to upload a workbook to a SharePoint BI Center. Plus, learn how to share your BI Center with your team.
Learning objectives
Define “static snapshot.”
Recall when to use a SharePoint BI Center.
Cite the licensing requirements for PowerPivot.
Describe how to add data relationships.
Explain what happens when you export a list from SharePoint to Excel.
Summarize what happens when you expand a filter.
Describe how you can see data without scrolling.
Explain how to create a BI Center.
Learning objectives
Define “static snapshot.”
Recall when to use a SharePoint BI Center.
Cite the licensing requirements for PowerPivot.
Describe how to add data relationships.
Explain what happens when you export a list from SharePoint to Excel.
Summarize what happens when you expand a filter.
Describe how you can see data without scrolling.
Explain how to create a BI Center.
Skills covered
SharePointEnterprise Content ManagementSpreadsheetsMicrosoft ExcelCloud ServicesNetwork and System AdministrationCloud ComputingBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Learn to do more with data in SharePoint
- 02 - What you should know before watching this course
1. SharePoint As a Data Tool
- 03 - What is business intelligence
- 04 - PivotTables vs. PowerPivot and PowerView
- 05 - Use SharePoint as a BI Center
2. Start by Creating and Connecting
- 06 - Install PowerPivot and PowerView
- 07 - Connect to an existing Excel workbook
- 08 - Adding data relationships
- 09 - Connect to external data sources
- 10 - Export list data from SharePoint to create a workbook
3. Use PowerPivot and PowerView in Excel
- 11 - The advantage of relationships in PowerPivot
- 12 - Establish hierarchies
- 13 - Using PowerView
- 14 - PowerView maps and more
4. Upload a Workbook to a SharePoint BI Center
- 15 - Create the BI Center
- 16 - Prepare a workbook for upload
- 17 - Upload the workbook
5. Publish Workbooks and Create Dashboards
- 18 - Create a dashboard on a web part page
- 19 - Share with your team
Conclusion
- 20 - Next steps