Tuesday, January 1, 2019

Tables in Power View

Tables in Power View

For every visualization you want to create, you start by creating a table in Power View, and then easily convert the table to other visualizations.

Create a table

To create a table on the Power View sheet or view, do any of these things:

Click a table name in the fields section of the field list.

Power View automatically adds a table to the view with the default fields for that table. You can then add, remove, or rearrange columns.

Expand a table in the fields section of the field list and select individual fields. A one-column table is automatically created in the view.

Click the arrow next to the field in the fields section, and then click Add to Table or Add to Table as Count.

Drag a field from the fields section to the layout section of the field list.

Drag a field from the fields section directly to the view. You can drag it to an empty spot to start a new table, or drag it to an existing visualization.

Note:  If the data in Excel is also the data source of a Word or PowerPoint chart, you won't be able to insert a Power View sheet in Excel based on this data. Read about data sources in Power View.

Create a Power View Table
Table in Power View with an image field.

When you add a field to the view, you immediately see the actual values in that field. The columns are formatted according to their data type, as defined in the data model that the report is based on. As you add fields to the view, they also show up in the Fields box in the layout section in the lower half of the field list.

When you have a table selected in the view, any fields you select are added to that table. They get added to the layout section of the field list, and the table resizes itself to accommodate them.

You can add fields to a table in the view from the same or another table in the fields section of the field list, if the tables in the field list are joined by relationships in the model on which the report is built. For example, Events and Disciplines tables could be joined on a DisciplineID field. If there is no relationship defined between a field in the view and a field in the fields section of the field list:

You can define relationships between tables in Power View in Excel.

Note:  You can't define relationships in Power View in SharePoint, and the field in the fields section may be unavailable. For Power View in SharePoint, relationships have to be defined in the model on which your report is based, either an Excel data model or an Analysis Services tabular model.

To start a new visualization, click somewhere on the blank view before selecting fields from the field list, or drag a field to the blank view.

Note: 

Note:  For optimal performance, Power View doesn't fetch all the data in a table at one time. It fetches more data as you scroll.

Converting a table to a chart or other visualization

After you've created the table, you can convert it to many other visualizations.

With the table selected, click a chart or other visualization on the Design tab > Switch Visualization.

The ribbon automatically enables the items on the Design tab that make the most sense based on the data in the table, and disables those that won't work. For example:

If a table has no numeric fields, you can't convert it to a chart. A table needs at least one numeric field before you can convert it to a chart. For more information, see Change a sum to an average or other aggregation in Power View.

If the table has more than one column, you can't convert it to a slicer. Only tables with one column can convert to a slicer. Read more about slicers in Filtering, Highlighting, and Slicers in Power View

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See Also

Charts and other visualizations in Power View

Power View and Power Pivot videos

Power Pivot: Powerful data analysis and data modeling in Excel

Power View: Explore, visualize, and present your data

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