Power View in Excel on Office 365 or in SharePoint Server

When you create an Excel 2013 workbook with Power View sheets, you can save it to Office 365 or to SharePoint Server 2013 on-premises. Workbook readers can view and interact with the Power View sheets in that workbook in either location.


 Notes 

Interact with Power View on Office 365 or in SharePoint Server 2013

You can interact with Excel workbooks on Office 365 or on SharePoint Server 2013 in a variety of ways—filtering, sorting, and highlighting data in charts, slicers, and other visualizations.

Highlight and cross-filter a Power View sheet

  1. Click a workbook name on Office 365 or on SharePoint Server 2013.

The workbook opens in a browser window.

  1. Go to a Power View sheet in the workbook.
  2. Click a value in a visualization in the sheet.

Charts are interactive. Note that as you click values in one chart, it:

  • Highlights that value in that chart.
  • Filters to show only that value in every table, matrix, and set of tiles in the sheet.
  • Highlights only that value in all the other charts in the report.

Read more about Interactive cross-filtering and highlighting with charts.

Filter a Power View sheet

Workbook readers can see and interact with the filters in the Filters Area when viewing an Excel workbook (XLSX file) in the browser.

  1. Open an Excel workbook in a browser window.
  2. Go to a Power View sheet in the workbook.
  3. If the Filters Area isn’t visible on the right side, on the Power View tab > Filters Area.
  4. In the Filters Area, click View.

These are the filters for the whole sheet. If there are filters for View, then you can change them by adding or removing values or switching between basic and advanced filter modes.

 Note    You can’t add a different field, and if there are no filters for View, you can’t add them.

  1. Select a visualization on the Power View sheet and in the Filters Area, click Chart (or Table or other type of visualization).
  2. The fields in the visualization are always displayed in the Filters Area, even if they aren’t filtered. You can create or modify filters for those fields. These filters affect only the values in the visualization you’ve selected.

Read more about Filters in Power View.

View Power View sheets in HTML5 on a Power BI for Office 365 site

In the Power BI sites on Power BI for Office 365, you can choose to view Power View sheets with the HTML5 version of Power View instead of in Silverlight.

Changes aren’t saved

If you make changes to an Excel workbook (XLSX file) in a browser, those changes aren’t saved in the file. The same is true for a Power View report (RDLX file) if you make changes in reading or full-screen modes. For example, if you filter or highlight in a visualization in Power View in those modes, those filters aren’t saved with the workbook or report.

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Where Power View sheets are editable or interactive

Workbook is stored Host configuration is Workbook is opened in Power View sheets are
On client computer -- Excel 2013 Editable and interactive
On premises In SharePoint view mode (SharePoint Server configured to render workbooks by using Excel Services) Excel Services Interactive
On premises In Office Web Apps Server view mode (SharePoint Server configured to render workbooks by using Office Web Apps Server) Excel Online Not visible
In Office 365 SharePoint Online Excel Online Interactive
On OneDrive -- Excel Online Not visible

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Power View in SharePoint view mode or Office Web Apps Server view mode

In an environment that has both SharePoint Server 2013 and Office Web Apps Server 2013, administrators choose whether workbooks are rendered in SharePoint view mode (by using Excel Services in SharePoint Server) or in Office Web Apps Server view mode (Excel Online in Office Web Apps Server).

Power View in SharePoint view mode

When SharePoint is configured in view mode, then Power View sheets are visible in Excel workbooks in the browser. In Excel client, you can specify parts of the workbook you want other people to see in SharePoint view mode by hiding individual sheets. For example, you could hide all the other sheets in a workbook and leave only the Power View sheets visible.

Power View in Office Web Apps Server view mode

In a SharePoint environment that uses Office Web Apps Server to render workbooks, Power View is not supported.

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Power View on Office 365

You can store Excel workbooks that you want to share with others on Office 365. They can view and interact with the Power View sheets in your workbooks on Office 365. Depending on their permissions, they can also open and edit workbooks in Excel 2013 client. The whole workbook is visible on Office 365. You can’t select which sheets are visible.

You can’t edit an Excel workbook containing Power View sheets in Office 365. You can create a copy of the Excel workbook without the Power View sheets and edit that in Office 365.

Workbook size limitations

You can upload files larger than 10 MB to an Office 365 site. You can open them in Excel on your client machine from the site. You can’t open a workbook larger than 10 MB in Office 365. However, if you create a Power BI site on Power BI for Office 365, you can save workbooks larger than 10 MB to the site, and open them in a browser.

Read more about:

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Excel Web Access Web Parts

Excel Web Access Web Parts are available in Excel Services. Power View sheets are visible in Excel Web Access Web Parts in SharePoint Server and Office 365.

Refresh data in an Excel workbook

You can manually refresh data in an Excel workbook on premises from many external sources, including SQL Azure databases with embedded credentials.

 Important   You can’t set automatic refresh in SharePoint Server on an Excel workbook that contains Power View sheets.

In an Excel workbook on Office 365, you can’t refresh data that comes from an external data source.

Read more about refreshing imported data.

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Images in Power View

Images in a Power View sheet in an Excel workbook need to be stored in the workbook. Read more about images in Power View.

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OneDrive

Power View sheets in Excel workbooks can’t be viewed on OneDrive.

Business intelligence in Excel Services

In Business intelligence capabilities in Excel Services (SharePoint Server 2013), look for the sections about “reports.”

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Read more

Power BI for Office 365 Overview and Learning

 
 
Applies to:
Excel 2013, Power View in Excel 2013, SharePoint Server 2013 Enterprise