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Data Visualizations in Power View in Excel – Instructions

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Data Visualizations in Power View in Excel - Instructions: A picture of the “Design” tab within Power View in Excel.

Data Visualizations in Power View in Excel: Overview

            You can visualize report data in a Power View worksheet by adding data visualizations in Power View in Excel. To add data visualizations in Power View in Excel, drag a data field from the “Power View Field” task pane into the “Fields” section of the task pane. Alternatively, drag it directly into the large visualization area to the left, beneath the Power View report title.

            The field appears as a table, complete with column headings, in the visualization area. To show other fields within the default data visualization, click and drag the other fields to add into the desired locations within the “Fields” list of the task pane. You can also add fields from a table to a selected data visualization by checking the checkbox to the left of the field name in the “Power View Fields” task pane. If the fields are from the same table or a related table, the checked field is added to the selected visualization

            To change the display of selected data visualizations in Power View in Excel, click into a data visualization. A data visualization is selected when you see gray resizing handles appear around its perimeter. You also see a new “Design” tab appear within the Ribbon.

            The buttons within the “Switch Visualizations” button group on the “Design” tab in the Ribbon let you change the type of data visualization. This group contains the “Table,” “Bar Chart,” “Column Chart,” “Other Chart,” and “Map” buttons. To select a new type of data visualization, click the desired button and then make a choice from the drop-down, if needed.

Data Visualizations in Power View in Excel - Instructions: A picture of the “Design” tab within Power View in Excel.

Data Visualizations in Power View in Excel – Instructions: A picture of the “Design” tab within Power View in Excel.

            If any of these buttons are “greyed-out,” or un-selectable, it means Power View cannot apply that type of data visualization to the data. For example, you must have some type of geographic data selected to use the “Map” data visualization. Each button, except for the “Map” button, is a drop-down that lets you select a variation of the visualization type.

            You also have options for the data visualization in the button groups of the “Design” tab in the Ribbon. For some types of data visualizations, like the “Card” type, the buttons in the “Tiles” button group let you choose the layout of the tiles of information in the data visualization.

            For selected data visualizations in Power View in Excel that can filter the information, you can click the “Slicer” button to let the data visualization visually filter, or slice, the data. Simply click the value to show within the slicer to filter all other data visualizations by the selection. If you have multiple slicers, the filtering effects of all the slicers are combined, as slicers also filter each other

            If you have card, table, or matrix data visualizations in Power View in Excel selected, you can often use the buttons in the “Options” button group on the “Design” tab to set the display style of the information from the three drop-down buttons that appears in this group.

            The “Number” button group lets you format numbers within the selected data visualization. The “Text” button group lets you set the text size in the selected visualization. The buttons within the “Arrange” button group let you change the stacking order of overlapping data visualizations.

Data Visualizations in Power View in Excel: Instructions

  1. To add data visualizations in Power View in Excel, drag a data field from the “Power View Field” task pane into the “Fields” section of the task pane.
  2. Alternatively, drag it directly into the large visualization area to the left, beneath the Power View report title
  3. To show other fields within the default data visualization, click and drag the other fields to add into the desired locations within the “Fields” list of the task pane.
  4. Alternatively, to add fields to a selected data visualization, check the checkbox to the left of a field name in the “Power View Fields” task pane
  5. To change the display of data visualizations in Power View in Excel, click into the desired data visualization to select it.
  6. Doing this also displays a new “Design” tab within the Ribbon.
  7. Click either the “Table,” “Bar Chart,” “Column Chart,” “Other Chart,” or “Map” buttons within the “Switch Visualizations” button group on the “Design” tab in the Ribbon.
  8. Then make a choice from the drop-down, if needed, to select a new type of data visualization.
  9. To change the options of selected data visualizations in Power View in Excel, click the desired buttons within the button groups shown on the “Design” tab within the Ribbon.
  10. To choose the layout of the tiles of information within some selected types of visualizations, like the “Card” type, use the buttons within the “Tiles” button group.
  11. To let the data visualization visually filter, or slice, the data displayed, select the desired data visualization within the Power View sheet and then click the “Slicer” button.
  12. Then click the value to show within the slicer to filter all other data visualizations by the selection.
  13. To set the display style of information within a visualization if you have a card, table, or matrix data visualization selected, select from the three drop-down buttons that appear within the “Options” button group on the “Design” tab.
  14. To set the formatting of numbers within a selected data visualization, use the buttons within the “Number” button group.
  15. To set the text size within a selected data visualization, use the buttons within the “Text” button group.
  16. To change the stacking order of overlapping data visualizations, use the buttons within the “Arrange” button group.

Data Visualizations in Power View in Excel: Video Lesson

            You can watch the following video lesson, titled “Adding Report Visualizations,” to see how to add data visualizations in Power View in Excel. This video lesson is from our complete Excel training, titled “Mastering Excel Made Easy v.2016-2013.”

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