what's new in excel 2016
TRANSCRIPT
Agenda
Short Orientation – Excel and Microsoft’s BI
Our goals in designing Excel 2016
What’s new in Excel 2016 for data analysis?
Demos, Demos, Demos !
Q&A
Introduction - Excel in the modern world
The world of data is changing…
Massive amounts of data available, businesses want to make informed business decisions
Excel is the world’s #1 tool for data analysis, with hundred of millions of users using it for BI !
…And it’s available to users on all platforms: Windows, iOS, Android and Web.
Excel 2016 delivers on two primary business needs:
• Business Intelligence for the data analyst, integrated with Power BI for Office 365
• Data Loss Prevention, integrated with SharePoint
This session is focused on Business Analytics in Excel 2016
Our Goal for Business Analytics in Excel 2016
Streamlined and powerful user experience
for data analysis
The User Journey – From Questions to Published Insights
ConsumePublishVisualizeAnalyzeGet Data
Is Excel > In Excel
The User Journey – From Questions to Published Insights
ConsumePublishVisualizeAnalyzeGet Data
Is Excel > In Excel
“I need to bring in the data relevant to the question I’m trying to answer…”
How? Modernizing Excel’s data acquisition experience using Power Query
Find Enterprise data easily
Support New Data Sources (e.g. Salesforce, DynamicsCRM)
Data Shaping & Transformations
Bringing data into the data model or to Excel sheets
Benefits from deep integration:
Discoverable, Natural & Available to all users, Programmable via Object Model.
Data Acquisition
Data AcquisitionOne Place To Find The Data You Need
Find Enterprise-managed data sets
(Information Catalog)
Share your Queries with other users
in your org (Self service and IT
blessed queries)
Fetch public data from web sites
Make data easily available for
users to consume and analyze
Data Acquisition Data Shaping and Transformations (ETL)
Data source
Excel 2016w/ Power Query
built-in
All data should be brought into the worksheet first
Transformation through Excel formulas
Can be automated w/ Macros
Excel 2013w/o Power Query
Easy-to-use UI to transform the data
Transformation Sequence defined in the Query Editor
Automatically repeated during refresh (on new data)
Bring in partial data if needed
Bring data to worksheet or to the data model
Powerful query language (M) for advanced users
Queries can be merged or appended
Data AcquisitionSupport for New Data Sources
Data Source Excel 2013 Excel 2016
File From File (Text, CSV, XML) √ √
Excel workbook, Folder √
Database From Database Access, SQL Server, Analysis Services √ √
Oracle, IBM DB2, MySQL, PostgreSQL, Sybase, ODBC √
OLEDB Wizard √ √
Other Sources MS Query √ √
Enterprise Catalog Search √
Hadoop (HDFS), Azure HDInsight, Azure Blob Storage, Azure Table Storage √
SharePoint List, Active Directory, Microsoft Exchange √
Facebook √
Dynamics CRM √
Salesforce Objects & Reports √
Data AcquisitionOffice 365 subscribers updates
Coming soon in updates for Office 365 subscribers (via click-to-run)
• Copy/Paste Queries between workbooks and between Power BI Desktop and Excel
• Data connectivity updates (e.g. enhanced connectors for SharePoint lists, XLS imports, Database relationships import)
• Data Transformations and Query Editor improvements (e.g. min/max date/time columns, new filters, special characters support)
And much more to come…
“I have my data, now I want to model and analyze it to find insights”
How? A streamlined, in-context, modelling experience, with new analytical capabilities
Usability and quality Improvements
Automatic relationship detection
In-context editing of data model and measures
Native Excel Forecasting (Formula & Experiences)
Data Analysis
Data AnalysisImprovements in Excel 2013
Excel 2013 BI December ‘14 Release!
1. Focused on addressing customer feedback for Power Pivot, Power Query & Power View
2. Deferred Update – Accumulate data model updates and refresh once when switching focus back to Excel.
http://aka.ms/ExcelUpdate
Accumulate
changes
Data AnalysisUsability Improvements in Excel 2016
• Deferred Refresh
• Search in Field List
• Smart Rename of tables, columns & measures
• In-context automatic relationships detection
• In-context create, edit and delete measures
New time-series forecasting (using exponential smoothing)
Forecast.ETS(time, time_series, value_series)
Forecast.ETS.Seasonality( … )
Forecast.ETS.Confint( … )
Forecast.ETS.Stat( … )
Read more about it:
http://blogs.msdn.com/b/powerbi/archive/2014/05/08/describing-the-forecasting-models-in-power-view.aspx
Data AnalysisPredictive Analytics
Data Visualizations
“I need to visualize my data to make it presentable…”
How? Improvements to native Excel charts and to Power View
Time Grouping in Pivot Tables and Pivot Charts
New Chart Types
3-D maps - Power Map
Data VisualizationsCharting in Excel - Today
Which visualizations do you use the most? Which ones do you miss?
Publishing BI Reports
“I want to publish my Excel report…”
How? Publishing from within Excel
To SharePoint On-Premises
To Office 365 / Share Point Online
To Power BI
Publishing BI Reports
Upload your workbooks to Power BI
Bring your entire Excel files from OneDrive for Business to PowerBI.com
View and interact with the workbook in PowerBI.com
Publishing BI Reports
Power BI publisher for Excel add-in
Take snapshots of your most important insights in Excel, and pin them to dashboards in Power BI
PivotTables, PivotCharts, charts, ranges, images, shapes, Office store add-ins, …
SKU Changes in Office 2016
Enable advanced data import, transformation and visualization capabilities in all Excel versions, while preserving premium Excel value by monetizing corporate data access.
Deliver 3-D Maps (Power Map) in all Excel SKUs.
Deliver Power Pivot in high-end SKUs (Professional, Professional Plus, ProPlus or Standalone Excel edition)
Deliver Get & Transform (Power Query) in all Excel SKUs, but with different level of functionality to enable tiers based on enterprise features in Power Query.
• Advanced Data sources (Hadoop, Azure….) available only for high-end SKUs
• Users on high-end SKUs having a paid Power BI license will be able to search for corporate data using Online Search and share queries with others through Data Catalog.
ConsumePublishVisualizeAnalyzeGet Data
Power Query
Integration
Enterprise Catalog
Data Transformations
New Data Sources
Programmability using
Excel’s Object Model
Enhanced Analysis
Experiences
Power Pivot/ Data Modelling
Usability Improvements
Automatic Data Model
Relationship Detection
Smart Rename
Deferred Update Mode
Native Excel Forecasting
Experiences
Programmability
Enhanced
Visualizations
New Chart Types
(Waterfall, Sunburst, Tree-
maps, …)
Time Grouping
3-D Maps - Power Map
Easy Publishing
Publishing to SharePoint
and Office 365
Publish models and
dashboard elements to
Power BI from Excel
Embedding in blogs
Better Excel Online
Consumption
Search in Filters
Value Field Settings
Save as
Number formatting
Show/Hide grid
View port
…More features coming
regularly to Excel Online
And we’ve made it easier to find and learn too…
http://excel.uservoice.com
https://www.edx.org/course/analyzing-visualizing-data-excel-microsoft-dat206x-0
Engage with ExcelTwitter (https://twitter.com/msexcel, @MsExcel)
Facebook (https://www.facebook.com/microsoftexcel)
Excel Announcements Excel Blog (https://blogs.office.com/excel)
Try Excel 2016 https://products.office.com/en-us/try
http://answers.microsoft.com/
The Arithmetic of Uncertainty: A Cure for the Flaw of Averages
Tips and Tricks for Working with Data in Excel
What's New in Excel 2016
Analytic War Stories: Successes and Failures
Data Modeling For Power BI
Data Modeling in Excel Using Power Pivot
Excel Everywhere: The Benefits of Using Excel on the Web, on Mobile and Anywhere!
Communicate and Analyze with Impact - New Charting Capabilities in Excel
Managing Microsoft Office in a Time of Continuous Improvement
Shape External Data with Unprecedented Ease and Power in Excel
Developing Customized Forecasting Models in Excel 2016
Tools for Thinking: Real Time Analytics & the Future of Work
What is Big Data and How Do You Make Sense of it in Excel?
Custom Data Integration and Analysis in Excel with Office Add-ins
Excel Customer Session: Beyond Facts and Data at Tyco: Learnings Surrounding People, Process and Technology
Tips and Tricks for Advanced Visualizations in Excel
Analyzing and Visualizing Data with Excel 2016
Enabling Deeper Business Decisions Using Cube Formulas and Power Pivot in Excel
Excel Online in the Cloud (O365) and On-Premises
Spreadsheet Management and Compliance
Cool Tips and Tricks with Formulas in Excel
Dark Matter, Vulcans and Crystal Balls: The Rise of Self-Service BI
Excel Customer Session: How The Microsoft Finance Team Uses Excel For Internal Revenue Planning
Excel Customer Session: How Mobile BI Drives User and Executive Adoption for your Microsoft BI Platform
Fireside Chat with the Excel Leadership Team
Features \ Versions + SKUsOffice 2013 Desktop
Office 365 (Gemini
Timeframe)
O16 Desktop
(Perpetual)
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Tables & Charts
Pivot Tables
Data Acquisition & Shaping (XL and Power Query)
Get data from “basic” data sources (Text, SQL, etc)
Get data from big-data & cloud data sources (PQ) Add-in
Refresh data in the workbooks 2
2
2
2
Public data search Add-in
Corporate Data Catalog search Add-in 1
1
1
1
1
Share queries through Corporate Data Catalog Add-in 1
1
1
1
1
Data Transformations Add-In
Data Modelling (Power Pivot)
Use & Interact with Data models in Pivot Tables
and Charts
Manage Data Relationships (basic)
Auto Detect Relationships
Create & Edit DAX Measures
Relationships Diagram and Data View
Define KPIs and reporting properties
Advanced: Hierarchies, Synonyms, Data
Categorizations, …
3
Data Visualizations
Native Charts (O16 – Ivy based)
Slicers
Power MapAd
d-
In
Add-
In
Add-
In
Add-
In Add-In
Power View
Legend and Notes:
- Full functionality available
- Partial functionality
- Not available in this SKU
Add-In Requires users to download and install1 PQ Corp Catalog requires a Power BI for O365 license2 PQ can’t be refreshed because add-in is not supported
on low end SKUs3 Synonyms editing only available in O365 SKUs4 O365 SMB: Business can upgrade individual users to Pro
Plus to get the BI capabilities5 Students who are taking a BI course will be offered a 180
days trial of Office Professional, which has a full set of BI
tools.
Basic Data SourcesSupported in all SKUs
No take-backs from O2013.
• Access
• Excel
• Table
• Web
• CSV
• XML
• Text
• SQL Server
• OData Feed
• Folder
• Analysis Services
• ODBC
Big-Data/Cloud-Data/Advanced Data SourcesSupported in high-end SKUs only
• SharePoint Lists
• Active Directory
• Microsoft Azure Marketplace
• Microsoft Azure SQL Database
• Microsoft Azure Blog Storage
• Microsoft Azure Table Storage
• Microsoft Azure HDInsight Files
• Hadoop Files
• Oracle
• DB2
• MySQL
• PostgreSQL
• Sybase
• Teradata
• Exchange
• Dynamics CRM
• Salesforce