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!

 

Power Map for Excel–February update for Office 365

New Power Map for Excel Features

Data cards–Tooltips the way you want them!

Data cards extends the Power Map tooltip to let you display more contextual information about the data on your map. This becomes powerful when you need to quickly drill down into the details behind the columns and pie chart visualizations, like showing a list of Olympic events and associated medal count spanning a time period for a specific country. Just hover over or click any visualization on the map and a data card is displayed with easily readable information about the geo, height, category and time related to the data point.

Power Map Feb 1

You can also customize the data cards to fit your data exploration and presentation needs. Some of the options available are:

  • Add/remove/change aggregation of data fields
  • Add a title (e.g. location name)
  • Re-order the data fields
  • Rename the data field headers
  • Select from a set of layout templates

Below is an example of a customized data card. Notice that event a series of data (from aggregate values) can be displayed, allowing you to drill down into the more interesting details of the data on your map.

Power Map Feb 2

Learn more about how to create and customize data cards and let us know what you think about this new feature.

Heat map improvements

Using heat map visualizations in Power Map tours is great way to see trends and outliers in your data through a color scale. Below is a tour scene with traditional heat map visualizations. This month’s update comes with a few cool new ways you can use heat maps to represent the data just the way you want.

Changing aggregation type

The traditional heat map only showed sum data. Now you can use heat maps to represent other aggregation types, like average. By changing the aggregation type, an option in the Layer Options tab, we were able to display the average cost of new construction projects in the greater Seattle Area.

Power Map Feb 3

Power Map Feb 4

Customizing the color scale

The traditional heat map displayed points with a color scale ranging from blue to green, yellow and red. To better represent your data, it may be more effective to display your data across just a portion of this color scale or choose an entirely different color scale all together. Also under the Layer Options tab, you will find an option to change the color of your heat map visualizations. Select Custom in the drop down and then just choose the colors you want to include. Using the same tour scene, we changed the heat map colors to just blue and red.

Power Map Feb 5

With these new customizations, what you can do with heat map visualizations is really limited to the data you have. Imagine an accumulated image of precipitation measurements of over 30 years can be made to look like with these options in Power Map.

Power Map Feb 6

 


Power Map for Excel is available with any Office 365 subscription that includes Office desktop apps. To use Power Map, open Excel and go to Insert > Map.

If you have automatic updates enabled for your Office 365 subscription, you should receive this Power Map update soon. If you don’t have automatic updates enabled in Excel, go to File > Account > Update Options > Update Now.

Learn about all the powerful analytics and visualization features in Excel and take your analysis further by sharing and collaborating on business insights with colleagues using Power BI.