Sharing a power pivot enabled Excel file with power pivot slicers with users who don't have power pivot - powerpivot

I have an Excel file that uses Power Pivot to produce several pivot tables with Power Pivot Slicers. I have shared the file with users who do not have power pivot installed, and they can see the pivot tables with no problem. However when they try to use the slicers to change the data in the pivot tables, they get a data source error. They are stuck with the initial choice on slicers and cannot view more data.
Is that how things will work for a user without Power Pivot installed?
Is there any way to enable the slicers without installing power pivot?

Related

Joining SQL Database Table with Excel Sheet Data Using Power Query

I'm accessing a table in a SQL database through Excel Power Query and I want to do a join with some data that I have in a excel sheet. I don't have write access to the database so I'm not able to just create a table with the Excel data there.
Is there a good workaround that would allow me to join the database table with the data in the Excel sheet?
If you load the data from the SQL database in a query you can merge it with another query in the power query editor. You just have to navigate to the power query editor and find the merge button.
The editor will ask which are the two queries you want to merge and to indicate which columns contain the matching data.
Several types of join are supported.

Automation to pull data into excel from SQL

I have a report that I generate on a weekly basis. I have the code written in SQL and I then pull all the data into excel's data model.
I then create pivot tables and dashboards in excel from that particular data.
The SQL code creates new table of the same name everytime and deletes the older version of the table. There isn't any way for me to just append the new data as the report is run from the very start and not just on the new data.
I wish to automate this process of refreshing my dashboard from the data I produce in SQL. Is there a way to do so?
Currently I create a new table in SQL, import data into the excel's data model and then recreate the dashboard.
I am not even sure if this is possible. Any help would be greatly appreciated!
Solved!
After some digging, I was able to find a feature that Excel's data model supports.
Instead of making a connection directly to a SQL Server Table, you can create a connection by writing a SQL Query.
This way, even if you delete the table for updating it, as far as the name remains the same, Excel's data model would be able to pull data from the table just by you hitting refresh!

Initialization of the data source failed - Excel 2016

I'm trying to refresh a query in Excel 2016 (new install) and I get the above error. I've looked around, the problem seems quite common, but none of the answers seem to fit my issue.
In Excel, I have a couple of tabs of data in Excel tables. I use Get & Transform to import these tables into Power Query from where I generate 4 further tables of data, which are uploaded to the Data Model. I then create 3 relationships and generate 3 pivot tables with a single slicer to operate the tables.
When I come out of Excel and go back in and select "Refresh All", this is when I get the error:
Initial of the data source failed.
Check the database server or contract your db admin. Make sure the
external db is available and then try the operation again. If you see
this message again, create a new data source to connect to the DB
The data source is the excel workbook. I tried re-creating the Power Query queries etc, but to no avail.
Repair on Power Pivot also didn't work.
Given it's a new install of 2016, which comes with Power Query and Pivot as standard, I'm not sure where to try next.
Any help much appreciated.
I ran a repair on my installed version of Excel 2010, and that seems to solve the issue for me, I've seen sometimes when the user has multiple versions of excel installed library references can get broken, resulting in this error.

Excel 2016- Load power query directly into power pivot

Is there a way to load power query data directly into power pivot without creating an excel table as an intermediary step?
All the examples I've found reference Excel 2010 and 2013. Although the instructions are similar, it does not work in 2016.
In following the steps found. when I go to "Existing Connections" in Power Pivot and try to open the Power Query connection. I get a message:
"The connection you’re trying to open was created with Power Query. To change this connection, use Power Query."
Is it possible to clean/transform data using power query and load it directly to power pivot in excel 2016?
I would go to the Data Ribbon and choose Show Queries. Depending on your Office/Excel update schedule, this may be changed to Queries & Connections. Either way, you are trying to open the Workbook Queries pane (appears on the right).
Within the Workbook Queries pane, right-click each Query and choose Load To. Ensure the first option is set to Only Create Connection, and that the Add this data to the Data Model option is checked.
With those options set, Load performance should be a lot faster, and you can exceed Excel's million row per table limit.
On the Excel Workbook Ribbon:
Option 1:
Go to: Power Pivot ↦ Add To Data Model
Option 2:
Go to Data ↦ Queries & Connections
right-click over the query you want to add to PowerPivot ↦ Edit
On the Power Query Editor: File ↦ Options & Settings ↦ Query Options ↦ Check Load to Data Model.
Finally: File ↦ Close & Load

UNION ALL with Excel file as data source

I have got the following Problem.
I have several Excel files containing each the data of a country in one folder.
However I want to pull that all into one Excel report.
As the content of the source files change dayly, I guess the best way to do that is to do a import via an SQL Statement using Union All.
However the problem is that MSQuery only allows me to Access one file at a time. Is there a Workaround for that problem?
Maybe create a data model and use DAX?
This sounds like a job for Power Query, a free add-in from Microsoft for Excel 2010 and Excel 2013, and built into Excel 2016 as "Get and Transform" in the Data ribbon.
You can create individual queries to the different Excel files in the different folder, then create a query that appends all previous queries into one table, which can be loaded to the Excel data model or a worksheet table for further processing.
The queries can be refreshed with a click when the data has changed.