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Teach Business Users How To Create Power View Reports With SQL Server Data Sources


By:   |   Last Updated: 2013-08-05   |   Comments (10)   |   Related Tips: More > Microsoft Excel Integration

Problem

Power View is a new tool for intuitive ad hoc SQL Server reporting which provides an interactive data exploration, visualization, and presentation experience to the business users. But how do you create these Power View reports?  Check out this tip to learn more.

Solution

SQL Server 2012 delivers Power View as a new tool for intuitive ad hoc reporting which provides an interactive data exploration, visualization, and presentation experience to the business users. These reports can be created based on data models in the PowerPivot workbooks or tabular models or multi dimensional models (this requires installation of SQL Server 2012 Service Pack 1 Cumulative Update 4) deployed to SQL Server 2012 Analysis Services (SSAS) instances. In this example, I am going to create Power View reports in SharePoint 2013 (the process for creating Power View reports in SharePoint 2010 remains similar) based on multi-dimensional cubes. In this next tip, I am going to demonstrate how you can create Power View reports in Excel 2013 (available in Office Professional Plus and Office 365 Professional Plus editions) if you don't have or don't want to use SharePoint. For now, you can learn about this feature here.

Creating Power View reports

In my last tip "Getting started with Power View Reports" I demonstrated how you can configure and create a SharePoint site in order to create Power View reports. In this tip, I am going to use the same connection (RSDS file) which I created in my last tip to connect to multi-dimensional cubes. Please remember you need to create a shared Report Data Source (RSDS file) for connecting to multi-dimensional cubes. The connection string for the Report Data Source should look like this Data Source=<instance name>;Initial Catalog=<database name>;Cube='<cube name>.

In my last tip, I created a new reporting services data source called AdventureWorks to connect to an AdventureWorks multi-dimensional cube as you can see below. I am going to use the same report shared data source for this demonstration. You can refer to my last tip "Getting started with Power View Reports" to create a report shared data source from the scratch.  

Creating Power View reports

When you click on the report shared data source already created it will take you to the Power View report designer as you can see below.

the Power View report designer

On the left side of the Power View report designer, you will notice the Field List which contains measure groups and dimensions from the connection or report shared data source we are connected to using the above created report shared data source. Now let me add some fields to create the report as shown below:

the Field List

Normally when we create Power View reports we start with creating the tabular report first and then change to other report types (chart, bubble, map, etc.) based on the requirements. As you can see in the image above, I have selected "Business Type", "Reseller" and "Reseller Sales Amount" and hence this is how the tabular report would look with the data.

I have selected "Business Type", "Reseller" and "Reseller Sales Amount"

Now let me change the report type; in order to do that I need to click on the Design tab in the ribbon of the designer and select one of the available options as shown below:

click on the Design tab in the ribbon of the designer and select one of the available options

From the available options, I chose a Matrix type of report and hence the layout of the report from tabular to matrix was changed automatically as you can see below:

chose Matrix type of report

Now I want to do a grouping on "Business Type" and want the group to appear as tiles and so I dragged "Business Type" to the TILE BY section as you can see below:

a grouping on "Business Type"

And this is what you would see below. All the business types are appearing as tiles on the top of the report and based on what you selected, the detailed information will be shown as you can see here for Warehouse.

All the business types are appearing as tiles on the top of the report as tiles

Now suppose I want to create pie chart report by business group to show the reseller sales amount as shown below; in order to do that just go to the Design tab in the ribbon and select report layout as a pie chart and here is the result:

create pie chart report by business group

Now suppose I want to create bar chart report by business group to show the reseller sales amount as shown below; in order to do that just go to the Design tab in the ribbon and select report layout as bar chart. The idea here is, you can change the layout or structure of the report with just few clicks as per your requirements and needs.

create bar chart report by business group

You can even change the style of the report by going to Styles tab on the ribbon based on predefined styles. You can even customize the style of each section of the report based on your requirement.

You can even customize the style of each section of the report

A single Power View report can contain more than one view; all these views will be based on the same data model. Each view can have its own visualization and filters specific to that view. In order to create a new view for the report, click on New View icon on the Home tab in the ribbon as shown below. You can create either a new blank view and work from the scratch or create a duplicate view from the existing view:

A single Power View report can contain more than one view

For a new view, I created a tabular report to show "Country", "Business Type" and "Reseller Sales Amount" as you can see below:

I created a tabular report to show "Country", "Business Type" wise "Reseller Sales Amount"

Now I want to change the tabular report to show a bar chart.  To do so, I just needed to change it by going to the Design tab in the ribbon and selecting bar chart layout type. Also, from the available styles, I chose a another style than default to make it look different for demonstration purposes.

going to Design tab in the ribbon and selecting bar chart layout type

From the Filters pane, you can select or apply any filters based on columns or attributes included in the report as you can see below:

select or apply any filters based on columns or attributes included in the report

Now what I want to do is create a scatter report from the one above, which should show me data over a period of time (trend analysis). To that, I have added "Fiscal Year" in the report and added "Fiscal Year" in the Play Axis section of the Field List as you can see below:

I have added "Fiscal Year" in the report and added "Fiscal Year" in the Play Axis section of the Field List

And this is how the report will look. If you click on the Play icon on the bottom of the report, it will show a beautiful animation showing the "Reseller Sales Amount" over a period of fiscal years helping you analyze the trends.

beautiful animation showing "Reseller Sales Amount" over a period fiscal years

You can click on the Save icon under the File menu to save the report on the SharePoint site as shown below:

click on the Save icon under File menu to save the report on the SharePoint site

Power View reports are updated as you are working on the real data and you don't need to preview the report to get the real feel of the layout for the reports. For presentation and for better visualization you can use reading or full screen presentation modes. You can also export these interactive reports to PowerPoint (as shown below) where each view of the report becomes a slide in the PowerPoint presentation and provides the same interactivity that is available in the original Power View reports. Please note, in the reading and full screen modes or in the PowerPoint slides you can just use the visualizations and filters available in the each view though you cannot create other visualizations or filters.

You can also export these interactive reports to PowerPoint

When viewing the Power View gallery you can change the view from the available views like theatrical, carousal, etc. For example, as you can see below, the documents from the Power View gallery that we have are shown here as Carousal view:

When viewing the Power View gallery you can change view from the different available views like theatrical, carousal etc

In this tip, I created some very simple Power View reports though you can create different varieties of much powerful, complex reports or dashboards with excellent visualization easily and quickly based on data models you have. Some of the online demos are available here, here, here and here. These demos require a Windows Live ID and Silverlight.

In my next tip I am going to demonstrate how you can create different types of reports in Power View in Excel 2013.

Next Steps


Last Updated: 2013-08-05


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About the author
MSSQLTips author Arshad Ali Arshad Ali is a SQL and BI Developer focusing on Data Warehousing projects for Microsoft.

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Saturday, December 26, 2015 - 10:57:26 AM - Mohammad Back To Top

Hi Mr Arshad,

Please help me.

I do everythings you said in previous tips and create rsds ,but when clicked on , go to edit mode for rsds and power view not open.


Friday, November 08, 2013 - 10:13:50 AM - Alain Niz Back To Top

 

Good job Mr Arshad. Thanks a lot sir!


Tuesday, October 08, 2013 - 3:13:06 AM - Alain Niz Back To Top

That is a good lesson!

 

Many thanks to our senior Teacher


Thursday, September 12, 2013 - 2:39:20 PM - Arshad Ali Back To Top

Hi Oluyemi,

There is a really nice tip explaining how to get Started with SQL Server 2012 Express LocalDB

http://www.mssqltips.com/sqlservertip/2694/getting-started-with-sql-server-2012-express-localdb/

Hope it helps!

 


Thursday, September 12, 2013 - 11:03:06 AM - Oluyemi Back To Top

Can someone help me on how to use the LocalDB that comes with SQLServer2012 Express?

Thank you

Oluyemi


Friday, August 09, 2013 - 1:37:50 PM - Jeremy Kadlec Back To Top

Arshad,

Congrats on your 90th tip!  You are well on your way to the century mark!

Thank you,
Jeremy Kadlec
Community Co-Leader


Friday, August 09, 2013 - 4:21:01 AM - Arshad Ali Back To Top

PowerView can be used in SharePoint 2010\2013 or in Excel 2013. Please wait for my next tip, which will talk about using PowerView in Excel 2013.

Hope it helps!


Thursday, August 08, 2013 - 2:27:25 PM - KaraDBA Back To Top

So I am confused.  Is this in Excel or somthing else I need to install on my PC?  Is this stored in the cloud?

Can you access data in the cloud or even Access?


Monday, August 05, 2013 - 1:59:40 PM - Arshad Ali Back To Top

Power View is a feature of SQL Server 2012 and supported on SharePoint 2010 as well. To learn more about system requirements please refer below link:

http://technet.microsoft.com/en-us/library/hh560549.aspx

 


Monday, August 05, 2013 - 12:51:37 PM - Bisi Back To Top

 

Hello,

Can these be achieved with SharePoint 2010 and Office 2010. I am not on SharePoint 2013 yet.

Regards,


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