Unlock the Power of SharePoint with Power Pivot: A Comprehensive Guide

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Analyze SharePoint Data with Power Pivot

Are you looking to harness the full potential of your SharePoint data? With Power Pivot, you can supercharge your data analysis and visualization capabilities, providing valuable insights to drive informed decision-making. In this comprehensive guide, we will walk you through the process of using Power Pivot to analyze SharePoint data, empowering you to uncover hidden patterns and trends that can transform your business.

Connect to SharePoint as an ODBC Data Source

One of the first steps in analyzing SharePoint data with Power Pivot is to establish a connection to SharePoint as an ODBC data source. This allows you to access and retrieve data from SharePoint directly into Power Pivot, enabling seamless integration between the two platforms. With the help of the CData ODBC Driver for SharePoint, you can easily establish this connection and unlock the full potential of your SharePoint data.

Connect from Power Pivot

Once you have established the connection to SharePoint, the next step is to connect from Power Pivot. Power Pivot provides a user-friendly interface that allows you to import SharePoint data into your analysis environment. Using the Table Import Wizard, you can easily select and load SharePoint data into Power Pivot, ready for analysis and visualization.

Select and Filter Tables and Views

With the SharePoint data loaded into Power Pivot, you have the flexibility to select and filter tables and views based on your specific analysis needs. Power Pivot provides a powerful data modeling capability that allows you to create relationships between tables, define calculated columns, and apply filters to focus on the most relevant data.

Import and Filter with SQL

In addition to the visual selection and filtering capabilities, Power Pivot also supports importing and filtering data with SQL. This means you can use any SQL supported by the CData ODBC Driver for SharePoint to import and filter SharePoint data in Power Pivot. Whether you prefer to visually build the import query or write custom SQL statements, Power Pivot provides the flexibility to suit your analysis requirements.

Refresh On Demand

Keeping your analysis up to date is crucial for making informed decisions. Power Pivot allows you to refresh your SharePoint data on demand, ensuring that you always have access to the latest information. With a simple click of a button, you can refresh your data from SharePoint, and Power Pivot will update your analysis accordingly.

Ready to get started?

If you are ready to unlock the power of SharePoint with Power Pivot, here are some additional resources to help you on your journey:

Configure Power Pivot for SharePoint 2013 - SharePoint Server

Before you can start analyzing SharePoint data with Power Pivot, you need to configure Power Pivot for SharePoint 2013. This ensures that Power Pivot is properly integrated with SharePoint Server, allowing you to leverage the full capabilities of Power Pivot within your SharePoint environment.

In this article, we will guide you through the process of configuring Power Pivot for SharePoint 2013. We will cover the necessary steps to prepare your SharePoint farm, install and configure Power Pivot for SharePoint, and validate the installation. By following the steps outlined in this article, you will be able to seamlessly integrate Power Pivot with SharePoint 2013.

Before you begin

Before you begin the configuration process, there are a few prerequisites that you need to have in place. These include:

SharePoint Server 2013 installed and configured
Power Pivot for SharePoint 2013 installed
Administrator privileges on the SharePoint farm

Video demonstration

To assist you in the configuration process, we have prepared a video demonstration that walks you through each step. The video provides a visual guide to help you understand the configuration process and ensure a successful setup of Power Pivot for SharePoint 2013.

Prepare the farm

The first step in configuring Power Pivot for SharePoint 2013 is to prepare your SharePoint farm. This involves performing several tasks, including:

Configuring the required service applications
Enabling Power Pivot for SharePoint
Configuring the Secure Store Service
Granting appropriate permissions

Configure Power Pivot for SharePoint

Once the farm is prepared, you can proceed to configure Power Pivot for SharePoint. This involves enabling Power Pivot features, configuring the Power Pivot service application, and configuring the Power Pivot Gallery. These steps ensure that Power Pivot is properly integrated with SharePoint and ready for use.

Test the Power Pivot for SharePoint installation

After configuring Power Pivot for SharePoint, it is important to test the installation to ensure everything is working as expected. This involves validating the Power Pivot service, verifying connectivity to SharePoint data sources, and testing the Power Pivot Gallery functionality. By performing these tests, you can confirm that Power Pivot is functioning correctly within your SharePoint environment.

Additional resources

For additional resources and information on configuring Power Pivot for SharePoint 2013, refer to the following:

Use the Connect Server to Access SharePoint Excel Services Data in Microsoft Power Pivot

Another powerful capability of Power Pivot is the ability to connect to live SharePoint Excel Services data. With the Connect Server, you can access and analyze Excel Services data directly within Power Pivot, providing a unified view of your SharePoint and Excel data.

Connect to SharePoint Excel Services from Power Pivot

To connect to SharePoint Excel Services from Power Pivot, you need to establish a connection using the Connect Server. This connection allows you to access and retrieve live Excel Services data directly into Power Pivot, enabling seamless integration between the two platforms. With this integration, you can combine SharePoint and Excel data to gain deeper insights and make better-informed decisions.

Import SharePoint Excel Services Tables in Power Pivot

Once the connection is established, you can import SharePoint Excel Services tables into Power Pivot. This allows you to leverage the powerful data modeling and analysis capabilities of Power Pivot on your Excel data. You can create relationships, define calculations, and apply filters to extract valuable insights from your SharePoint Excel Services data.

Free Trial & More Information

If you are interested in exploring the Connect Server and its capabilities further, you can sign up for a free trial or request more information. The Connect Server offers a range of features and functionalities that can enhance your data analysis and visualization experience with Power Pivot.

Ready to get started?

If you are ready to harness the power of SharePoint Excel Services data in Power Pivot, here are some additional resources to help you:

PowerPivot scheduled data refresh from a SharePoint list by using OData data feed connection (PowerPivot 2012 SP1 for SharePoint 2013)

In addition to analyzing and visualizing SharePoint data, Power Pivot also enables scheduled data refresh from SharePoint lists. By using the OData data feed connection, you can automatically refresh your Power Pivot data based on a defined schedule, ensuring that your analysis is always up to date.

In this article, we will introduce you to the process of setting up Power Pivot scheduled data refresh from a SharePoint list using the OData data feed connection. We will walk you through the necessary steps to establish the connection, configure the data refresh schedule, and verify the refresh process. By following these steps, you can automate the data refresh process and save valuable time and effort.

Feedback

If you have any feedback or suggestions regarding PowerPivot scheduled data refresh, we would love to hear from you. Your input helps us improve our products and deliver a better user experience. Please feel free to provide your feedback and let us know how we can further enhance the data refresh capabilities of Power Pivot.

Additional resources

For additional resources and information on PowerPivot scheduled data refresh, refer to the following: