I have an Excel report showing a pivot table pulling data from a Data Model on Sharepoint.
I need to filter the report by each "manager" in the company(10 managers in total), so that every manager sees it's own report with it's own data.
Because reports are sharepoint integrated, i cannot play with macros.
What solution would you use to solve this problem?
My idea so far is to create a manager slicer, select manager, hide slicer and save excel. For a total of 10 excel reports. Not sure if that's a decent way tho.
I would also like to avoid creating 10 data models.
Any idea is welcome, thanks.
gg.nz,
I would opt out for using PowerView for creating easy-to-use dashboards. That will allow you to easily manage users as well. Creating 10 duplicated Excel files can be quite time-consuming and updating them manually would be not a smart way to go since you have SharePoint & Office 2013 functionality available.
See this post with detailed instructions how to use PowerView dashboards.
Related
I'm on Excel 2013
Is it possible to EXPORT a powerpivot table and have FULL pivot table drop down functionality without the connected data?
1) I'm using slicers as filters and want to export specific files based on the Filtered Names
2) Would non Power Pivot / Power Query users be able to view my workbook? (I'm thinking probably not)
I've scoured forums and stackoverflow and was unable to find a clear answer.
I've tested it myself and disabled connection and it looks like the LAST format the PowerPivot table was showing would be the view/data that the user sees.
I agree with your test results. Anyone on Excel 2016 / Office 365 should get full functionality.
You might want to try the free Power BI service, where you can upload your Power Pivot model to the cloud and then connect to it using the Power BI Publisher Add-In.
https://powerbi.microsoft.com/en-us/documentation/powerbi-publisher-for-excel/#connect-to-data-in-power-bi
You can set a CSV file with your data as your data source in powerpivot and just point your data model at the CSV. I do this to slim down big models. The data lives in the powerpivot cache level but is not a literal tab in your workbook also much smaller footprint. Works like a tiny database connection. Go to the powerpivot screen choose "From other sources" on the home ribbon, and scroll to the bottom for a text file or CSV. Easiest way to make a pseudo-data mart.
I guess I am not sure what you mean by export the table, The pivot would show without the data connection, but without the full model behind it in the data layer changing anything would just lock it up.
I work for a fairly large hospital in their Decision Support Department. We have several tools at our disposal for querying data, but our way of distributing the information could use some work.
We typically run our query and then copy and paste the data into Excel. From there we create graphs and crunch some numbers before sending the Excel file out via email.
We've recently been given access to our own Sharepoint site and so far it looks promising for document distribution. What I'm wondering though is this; what kind of functionality is built into Sharepoint for building reports that run automatically.
It would be great to take a whack of our monthly query to Excel reports and set them up to run automatically via Sharepoint.
I did some reading about Sharepoint lists and that seems promising, but I thought I'd ask here for the best way to go about this - provided it's even possible.
I guess a good first step would be how to create a report in Sharepoint?
I'm going to assume you're using Sharepoint 2013 and Office 2013.
You have a couple options available to you with Excel and Access. Both methods I'll briefly describe can be automated. In either case, you will need Lists, as they can connect to Excel and Access as tables.
For the Excel route, simply choose the "Export to Excel" option in a SharePoint list. This will create an Excel version of your list, but it's more than a static workbook--that workbook retains a one-way link from SharePoint to Excel, so you can refresh the spreadsheet to reflect the most up-to-date version of your SharePoint list. Furthermore, you can link multiple Lists to a single workbook--you'll have to export each list to Excel individually, but each worksheet will still retain its link to its respective list after you consolidate the spreadsheets into a single workbook. You can save this workbook wherever you like, it'll still keep the link. I personally like to set my linked workbooks up with macros that automatically refresh the spreadsheet whenever file is opened, but that's just me. The reason you might consider this option would be to avoid having to recreate the work of creating graphs and whatever other analytics you're doing--you may well be able to set yourself up such that the graphs and analytics pull live from the table that's coming in from SharePoint.
*Do note that changes you make to list data in Excel isn't sent back to SharePoint--this is done to protect your list.
For the the Access route, you can import a list into Access as a table. This option creates a dynamic link to your SharePoint list the same way the Excel option does--the link is one-way and what you do in Access won't be sent back to SharePoint. You can create queries and reports as you normally would after the table is imported.
I want to be able to create reports in Excel which read data from Google Analytics
How do I go about doing this? I find a lot of information about using Google Spreadsheets but my team is more familiar with Excel
I'd like them to be able to pivot data from google analytics/create graphs and i'd like to be able to create graphs which refresh when the data refreshes
You can easily convert a Google Spreadsheet to Excel format by downloading it as "xlsx".
I'm doing pretty much the same.
First of all, you need to have 2 separate sheets, 1 for your core data and one for your visual part (ur graphs).
In raw data sheet, get insert the data from GA
In graphs sheet, create ur graphs using the raw data.
Now, if you import new data and replace the old one, it should automatically update your graphs as well (unless you deleted some references).
In general, this could be automated, but typically you need additional tool to so so. I hope this helps
On a daily basis we need to export Excel sheets (showing tables + charts) with then current SSAS data and copy the sheets into specific SharePoint document folders. I guess moving the sheets to SharePoint is the smaller task, since the folder can be used like a windows directory. I am uncertain about how to do the rest. I considered:
1) SSRS, schedule the export via Server Agent somehow (I guess this is possible since reports can be exported to Excel so the automated export is probably doable without jumping through too many loops).
2) Design the report in Excel instead (with pivot tables + charts), put this as a template into a Sharepoint library and somehow make the sheet update from the Data Source and export it into a static (not connected) sheet on a daily basis.
While I am quiet sure that 1) is doable I am totally unsure about 2), but 2) has the valuable benefit that the domain expert can make up the sheet without having to install and mess with the Report Designer.
I am thankful for any comment about approach 1 or 2 or any alternative.
If you go with your option 1, consider setting up an email enabled SharePoint list and setting up a subscription in SSRS to email the Excel reports to that list.
For the email enabled list see
http://office.microsoft.com/en-us/windows-sharepoint-services-help/add-content-to-sites-by-sending-e-mail-HA010086730.aspx
For the SSRS subscription see
http://msdn.microsoft.com/en-us/library/ms159762.aspx
It does have the drawback that your subject matter experts might have to learn ReportBuilder, but if they can learn Excel then ReportBuilder shouldn't be too much of a stretch. If you do get option 2 working, though, post back, it sounds interesting.
We can implement drilldown report using grouping feature of SSRS 2008, where we just give SSRS filtered data and group expression and rest is done by SSRS, great. Our problem is that we have very large data even after giving filter, so it takes lot of time for SSRS to get data and group it. What can be ideal situation is that we have opportunity to really implement drill down, i mean when user expand group level 1 , group level 2 data is fetched from DB by SSRS and rendered and delivered to client.
We tried with subreports but then again it preloads data. and we have to provide up to 8 levels of drill down.
Any suggestion how to do it in SSRS 2008 is welcomed, any alternative approach suggestion is welcomed as well.
Try using the "Link to Report" feature in one of your columns. This way you can create a summary report, and then fire off another report when the user clicks the columns row data. The drill down report can accept a parameter from the main report to determine what data should display.