Power BI and Excel–the Dynamic Duo

Attending the PASS Business Analytics Conference last week reminded me once again that the most-used data analysis tool in the world is Excel.  This isn’t startling news but it is an important reality that can be easy to ignore until being reminded that users usually want to WORK with their data rather then just seeing their data.

Following are some take-aways and thoughts from the PASS BAC event and recent news on the Excel and Power BI front…

Power BI – Analyze in Excel

– this new capability in Power BI and Excel for many users completes the cycle and brings the product full circle.  I’ve built a lot of Power BI solutions in the past year or so, and the most recognized request from users and stakeholders was that they wanted to know how to work with the data in Excel.  There are a few related features that make this a reality today.

Analyze in Excel is a feature of the Power BI service that allows data in a Power BI model to be (you guess it) analyzed in Excel.  More specifically, choosing this option (by clicking a link) opens Excel on your desktop, creates an ODC file containing connection information for the Power BI  as a data source and creates a Pivot Table in the new Excel workbook.

At this point, Excel has a live connection to the Power BI model just like any data source (cube or tabular model).

This a great for consuming a published Power BI model as a single source of truth in a tool that users know and love to use.

Here’s the cool thing… Power BI can use Excel visuals as dashboard content.  You can pin Pivot Tables, Pivot Charts and entire worksheet selections to a Power BI dashboard tile.  To do this, save the Excel workbook to the OneDrive associated with the Power BI subscription.  Now that Excel can consume the Power BI model as a client, using these features together makes Power BI and Excel part of the same ecosystem and extends the power of the platform rather than just more features of the individual tools.

A companion feature of Excel 2016, Publish to Power BI, makes it much easier to push content to a Power BI subscription.

Tutorial: Use Excel Reports in Published Power BI Subscription

Third Party Power BI Vendor Support

As a fairly new entry in self-service BI and analytics space, we’re all watching Power BI.  Adoption has been impressive as has been Microsoft’s commitment and investment into the platform.  Another heathy sign of any new platform is the investment of vendors.  I’m not endorsing anything but just making some observations.  At the conference, I saw several new third-party additions for Power BI and I’ll share a few as  examples:

Pyramid Analytics – Publish PBIX content on-premises

Pyramid Analytics has one of the most comprehensive add-on products for SQL Server Analysis Services.  It’s an entire suite of server-based visual and reporting tools, along with narrative report authoring and self-service tools that leverage the depth of SSAS and MDX functionality.   Pyramid announced their intent to provide on-premises Power BI publishing in their product last summer and have been working to deliver on what should be available in the next couple of weeks, based on internal build demos I saw at the conference.  This will the first offering for an on-prem collaborative Power BI solution.

PowerON BI – Write-back to Power BI and SSAS tabular for forecasting and planning

I’ve used the Power Update tool from Power On in the past.  When I saw the Power Planner demonstrated, the simplicity and ease-of-use just knocked my socks off.   The ability to write-back forecast data and report on real-time “what-if” scenarios has been a difficult to achieve holy grail in the Microsoft BI space but these guys have it right.  The concept is amazingly simple: in a PivotTable, change the total of any calculated or aggregated measure.  The contributing details and subtotals are proportionally recalculated and written back into the model’s data source and then then refreshed.  Large models using SSAS tabular use small partitions to isolate changes.  We’ve built custom solutions to address specific user requirements using a similar architectural approach (with considerable effort) but this tool seems to be flexible enough for different use cases.  They’ve also created custom visuals that allow data changes to be applied using Power BI visual charts and tables.  Quite nice.

Adam Saxton (aka Guy In A Cube) reviews Power ON BI during his coverage at the PASS Business Analytics Conference.

Custom Visuals – from the community contributors or roll-your-own visuals

In the Fall, the Power BI product team opened the visuals API and provided a development toolkit with sample code in GitHub projects.  Several individuals and companies responded, along with Microsoft, to create 48 (so far) new custom visuals that can be used by any Power BI user to extend their solutions.  A recent entry is the Long Text Viewer that describes a Power BI query in verbose text.  This is a useful for documenting the context of reports and visuals.


Additionally, a new set of Excel-based custom app visuals are in the works from the Excel teams and community.

SQL Server 2016 RC0 SSRS and Mobile Report Features

SQL Server 2016 RC0 hit the streets today and I just barely got it installed in my test sandbox.  I’ve been using the CTP 3.2 & 3.3 previews and anxious to see if a few broken or missing features are working  now …so here it goes…

The Mobile Report Publisher was (how shall I put it) a little fragile in CTP 3.3.  Let’s see how it does in the release candidate:

First Thing – Mobile Report Publisher had some issues before this release but I had no problems building a simple report.  No weird video issues…


But will it style?  The color styling features didn’t work in the last version…

OK! Styling works with all the color palette choices!  Nice.


The phone and tablet layouts were wonky in the previous version.  Let’s see what happens if…


Tablet layout visualizes and seems to work as designed.

Last but certainly not least …phone…


WORKS, ding dig ding, we have  winner!

Stay tuned.  I promise more, later after I’ve had a chance to do some serious mobile report design and testing.

February 2016 TechNet Guru Competition

Every month I judge entries in the TechNet Wiki Guru competition SQL Server Business Intelligence category.  Over the years, we have seen excellent contributions and insightful articles about advanced techniques and product tips.  The next time you need to solve a particularly vexing BI problem, go to the TechNet Wiki and do a focused search.  You’re likely to find useful solutions. 

This month, there are three particularly good entries that I would like to showcase.  These are all great entries and valuable contributions.  The winners we will announced here: http://social.technet.microsoft.com/wiki/contents/articles/33351.technet-guru-contributions-february-2016.aspx

SSIS – Transfer data from Multiple tables using a single DFT
A framework for importing multiple tables and adapting to different column data types.  This is a common challenge in large-scale ETL projects that often requires third-party products or deep programming.  This approach solves the problem with out-of-the-box SSIS.

DAX: Dates Prior to 1900
A common issue when working with historical dates.   These techniques work-around the native data type and DAX function limits with dates earlier than 1/1/1900.

SSRS Tips : Implementing OR Based Logic for Dataset Filters
SSRS report filters are powerful but not always intuitive.  This technique applies OR logic to compound Boolean filters to work-around limitations of the designer.

Power BI Best Report Contest… voting closes on Feb 14

The voting must be in by February 14.  My entry is currently in third place with six behind it.  There are indeed some impressive entries created by some good, hard-working individuals.  Be honest, look at the others and then vote for mine.  Did I say that?  Oh, no.  That’s not what I meant.  What I wanted to say was vote for mine and then look at the others’  Maybe that’s not it either.  Oh, I get so confused!  Follow your heart, get out there and vote, and remember who your friends are :-D  Get your family and friends to vote, get your kids involved.  How about the neighbors?  Sure, bring ’em over!