Power BI publisher for Excel (Preview)

With Microsoft Power BI publisher for Excel, you can take snapshots of your most important insights in Excel, like PivotTables, Charts, and ranges and pin them to dashboards in Power BI.

What can you pin? Just about anything in an Excel worksheet. You can select a range of cells from a simple sheet or table, a PivotTable or PivotChart, illustrations and images, text. What you can’t pin: You cannot pin 3D Maps or visualizations in Power View sheets. There are also some elements you can pin, but it wouldn’t make much sense to, like a Slicer or Timeline filter.

When you pin an element from Excel, a new tile is added to a new or existing dashboard in Power BI. The new tile is a snapshot, so it’s not dynamic, but you can still update it. For example, if you make a change to a PivotTable or Chart you’ve already pinned, the dashboard tile in Power BI isn’t updated automatically, but you can still update your pinned elements by using Pin Manager. You’ll learn more about Pin Manager below.

Download and install

Power BI publisher for Excel is an add-in you can download and install on desktop versions of Microsoft Excel 2010 with SP1 and later.

Once you have the publisher installed, you’ll see a new Power BI ribbon in Excel, where you can sign-in and out of Power BI, pin elements to dashboards, and manage elements you’ve already pinned.

The Power BI publisher for Excel add-in is enabled by default, but if for some reason you don’t see the Power BI ribbon tab in Excel, you’ll need to enable it. Click File > Options > Add-ins > COM Add-ins. Select Microsoft Power BI publisher for Excel.

Pin a range to a dashboard

You can select any range of cells from your worksheet and pin a snapshot to any number of existing or new dashboards in Power BI.

  1. In your worksheet, select a range, and then click Pin. If you’re not already signed into Power BI, you’ll be prompted to.
  2. In Pin to dashboard, select an existing dashboard or create a new one, and then click Pin.

Pin a Chart to a dashboard

Just click on the chart, and then click Pin .

Manage pinned elements

With Pin Manager, you can update (refresh) a pinned element’s associated tile in Power BI. You can also remove the pin between an element you’ve already pinned to dashboards in Power BI.

To update tiles in your dashboard, in Pin Manager, select one or more elements and then click Update.

To remove the mapping between a pinned element in Excel and the associated tile in a dashboard, click Remove. When you click Remove, you’re not removing the element from your worksheet in Excel or deleting the associated tile in the dashboard. You are removing the pin, or mapping, between them. The element will no longer appear in Pin Manager. If you pin the element again, it will appear as a new tile.

To remove a pinned element (a tile) from a dashboard, you’ll need to do that in Power BI. In the tile you want to delete, click the Open menu icon and then click Delete tile .

Contact us for PowerBI information at office365@atidan.com

Blog post content credit to the Microsoft PowerBI team!

 

How to Work From Home and Look Good Doing It

In the last decade, the mobile workforce has increased by more than 100 percent—not that surprising when we consider the abundant improvement in technology over that same time period. Telecommuting offers wonderful benefits to companies and workers alike, with an improved work-life balance topping the charts. Not only that, but a 2015 Gallup poll shows that telecommuters are more likely to be more engaged in their jobs, and being engaged can lead to higher profitability, mobile productivity, customer engagement and other positive business outcomes.

How to work from home FI

But mobile teams experience problems of their own. At the forefront is the disconnection that naturally occurs when team members work separate from the rest of the team. Not only do telecommuters sometimes miss out on deeper relationships with co-workers, they don’t get to experience office culture and can easily miss important announcements. A case study conducted among full-time telecommuters at a Chinese travel agency even showed that mobile workers were up to 50 percent less likely to receive promotions.

If you’re part of the mobile workforce, here are some things you can do to make your experience as successful as possible:

  • Communicate, communicate, communicate—While telecommuters often make their own schedules—using two hours for lunch (and making it up later) or taking a break to pick up kids from school, for example—it’s important to let your team know when you’ll be away from your desk for any extended period of time. That way, they’ll know when you’ll be back in case they have anything pressing. Teams work better when members know what to expect of each other.
  • Always meet your deadlines—This should go without saying, but it’s important to make sure you aren’t slacking off. According to the aforementioned Gallup poll, work-from-home productivity is at least as good as in-office productivity, if not better. Don’t be the one that causes your boss or co-workers to lose faith in the system.
  • Use all technology available—While email certainly has its place, other technology—such as instant messaging, conferencing, etc.—helps you connect with team members in the moment. Because you don’t have the ability to stop by a co-worker’s desk or see team members at the water cooler, you should take any opportunity you can to create conversations and collaboration when appropriate.
  • Regularly visit or work in the office—Many remote workers do not live close enough to visit the office weekly, but—depending on your role—regular time spent in the office is crucial to team cohesion. You and your manager will need to discuss how often is “enough,” but you’d be amazed how much it helps to show your face every once in a while. When co-workers have spent time with you in person, it makes it easier for them to approach you online or via phone when they need to chat about an issue or project.
  • Build relationships with co-workers who can keep you informed—Even if you visit the office on occasion, you’ll probably miss out on some news or information when you aren’t there. Check in regularly with office friends who will gladly keep you apprised of anything important—even a shift in the office culture or mood.

But being successful isn’t just up to the mobile workforce. Companies can help their telecommuters stay more engaged with the whole team by instituting proper training, using collaboration software that allows for file sharing and ensuring proper security on mobile devices so mobile teams have the same access as everyone else, no matter where they’re working. In addition, scheduling regular videoconferences ensures face-to-face time, which can go a long way in a telecommuting situation. When telecommuters feel like part of the team, they’re more likely to stay content and engaged in their job—a fact that benefits everyone involved.

Related content

Contact the Atidan team at office365@atidan.com for additional information about our unified communications solutions and cloud services.

Blog credit to Microsoft https://blogs.office.com/2016/03/03/how-to-work-from-home-and-look-good/