Power Pivot, Part 3 of 5: Dashboards and Power View
Interactive

Power Pivot, Part 3 of 5: Dashboards and Power View

LearnNow Online
Updated Aug 22, 2018

Course description

In this course we will look at Dashboarding concepts such as: What is a dashboard, creation guidelines, what a dashboard is not. We will look at what is a Pivot Chart and how it differentiates from "Pivot Chart and Pivot Table". Afterwards, we will finish by understanding KPIs and how to incorporate them into our PivotTable. Then we will review another Add-In named Power View, creating reports, navigating a Power View Report, filtering, grouping. Culminating with Charting and Mapping inside of Power View. Then we will discuss the considerations that should be looked upon when securing and sharing a Power Pivot Workbook. The options we have available for securing within Excel 2013 and sharing the Power Pivot Workbook within SharePoint 2013 and OneDrive.

Each LearnNowOnline training course is made up of Modules (typically an hour in length). Within each module there are Topics (typically 15-30 minutes each) and Subtopics (typically 2-5 minutes each). There is a Post Exam for each Module that must be passed with a score of 70% or higher to successfully and fully complete the course.


Prerequisites

This course assumes that the users have an understanding of Microsoft Excel and how databases function. The user should have already viewed the Power Pivot: Data Models and Power Pivot: Basic Concepts courses before viewing this course.


Meet the expert

Doug Ortiz

Doug Ortiz is an independent consultant whose skillset encompasses multiple platforms including .NET, SharePoint, Office, SQL Server, and Business Intelligence. Doug has a master’s degree in relational databases and over 20 years of experience in IT, over half of which have been within .NET and SharePoint. His roles both in and outside of SharePoint have ranged from architecture, implementation, administration, disaster recovery, migrations, development, and automation of information systems.

Video Runtime

73 Minutes

Time to complete

202 Minutes

Course Outline

Dashboards and Power View

Creating Dashboards (17:13)

  • Introduction (00:21)
  • What is a Dashboard? (01:23)
  • Dashboard Creation Guidelines (04:02)
  • What a Dashboard is Not (01:36)
  • Dashboarding in Power Pivot (00:48)
  • What is PivotChart? (00:40)
  • Demo: Create a Pivot Chart (05:21)
  • Demo: Pivot Chart - add Slicer (02:44)
  • Summary (00:12)

PivotChart and Table (15:00)

  • Introduction (00:28)
  • PivotChart and PivotTable (00:58)
  • Demo: PivotChart & Pivot Table (03:03)
  • Demo: Chart & Table Slicers (03:27)
  • Creating "KPIs" (01:27)
  • Demo: KPIs (05:12)
  • Summary (00:23)

Power View (20:22)

  • Introduction (00:17)
  • What is Power View? (01:50)
  • Creating a Power View Report (00:32)
  • Adding Views (00:24)
  • Applying Filters (00:43)
  • Demo: PowerView - enabling (02:13)
  • Demo: PowerView – creating (03:31)
  • Creating Tiles (00:39)
  • Charts (00:26)
  • Maps (00:33)
  • Demo: Slicers & Tiles (03:24)
  • Demo: Charts & Maps (05:27)
  • Summary (00:18)

Sharing PowerPivot (20:34)

  • Introduction (00:23)
  • Considerations Before Sharing (02:39)
  • Securing the Workboook (01:51)
  • Securing the Workbook (cont.) (00:28)
  • Demo: Securing the Workbook (03:47)
  • Demo: Securing the Workbook 2 (03:16)
  • Sharing the Workbook (01:23)
  • Demo: Sharing in SharePoint (04:39)
  • Demo: Sharing in the Cloud (01:41)
  • Summary (00:23)
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