Power Pivot 2013 Using SharePoint 2013 List as Source Data
Background: On a SharePoint 2013 site, there are lists that have the exact same columns but due to their size I had to create a different list for each year.
These are essentially my data lists or tables that end users enter data into. These lists have look up columns in them, referencing columns from look up lists or tables located on the same site.
Goals:
1) Create a Power Pivot Gallery on SharePoint 2013 that is able to leverage the "manage data refresh" feature using the SharePoint 2013 List data that is on the same SharePoint 2013 site.
2) Combine all the data lists/tables into one table once in Power Pivot 2013. The Look Up lists/tables will remain separate.
Challenge: Being able to merge or do a union query to the "data lists" and still maintain the ability to leverage the "manage data refresh" feature.
This is a tactical, quick fix solution, and I
cannot use SQL Server and am operating under the assumption that I do not have Access Services 2013 as an option.
Failed Attempt #1: What I already tried was linking the lists to an Access 2013 database and did a Union query from Power Pivot which merged the data from the different data tables
as I wanted it to. Then I uploaded that Access Database to a document library on that same site, thinking that I could maintain the ability to leverage the "manage data refresh" feature but I was wrong.
Any thoughts or suggestions?
Thanks in advance for any help!
Cheers, Johnny
Johnny
You can connect to SharePoint Lists using Power Query (and of course Union multiple Lists and more using Pwer Query) - but Automatic refresh would not work with SharePoint. Power BI (Cloud service) allows auto refresh of Power Query, but not on SharePoint.
Hopefully some day soon.
Regards, Avi
www.powerpivotpro.com
Wiki:How to ask a Power Pivot Question to get a prompt, accurate and helpful response
Similar Messages
-
How to Create Power View Report using power pivot file in SharePoint 2013
H,
I have power pivot and Power View excel files. Now i want to create the Power View report in SharePoint 2013.
What steps should i use?
Can anyone help me on it.
I need detailed step by step procedure.
Thanks & Regards
Poomani SankaranHi Aditya,
Thanks for your reply.
I am using Enterprise edition of SharePoint 2013 only. SQL Server 2012 SP1.
I have configured Reporing Services also successfully. I got "Reporting" folder in "15" hive location "C:\Program Files\Common Files\microsoft shared\Web Server Extensions\15\WebServices"
SSRS Service application also i have created success in CA Manage Service Application.
I have done "Reporting Services Add-in for SharePoint" also which is "rsSharePoint.msi".
What should i do apart from this? Can you tell me. Its frustrating like anything.
I have added the "PowerPivot" excel in "PowerPivot Gallery" and clicked the icon "Create Power View Report"
Thanks in Advance.
Poomani Sankaran -
Does Power BI has similar feature as Power Pivot Gallery in SharePoint 2013?
Hi,
I have a data model in an Excel file, and I would like to publish it to the Power Pivot Gallery, so other people can connect to the data model in their workbooks and create their own visualizations. How do you achieve this in Power BI?
Thanks, HildaIs it possible that you have imported data from SQL Server into an Excel worksheet and then created a Power Pivot model from that data rather than importing the data directly from SQL Server into Power Pivot?
In the PowerPivot designer, click the Existing Connections button on the Home ribbon to verify the source of data for each table in your model.
Paul Turley, MVP, www.SQLServerBIBlog.com *Please vote if helpful* -
Hi,
We have a requirement to update a column value once the item has been approved.
Following settings have been made in the publishing articles list:
Require content approval for submitted items : yes
Create major and minor (draft) versions
Who should see draft items in this document library? :Only users who can edit items
Require documents to be checked out before they can be edited? : yes
I have createdatu a Sharepoint 2013 workflow to check if Approval sts of current item = 0 i.e. Approved , then check out and update the item and finally checkin the item. Everything works fine till this point except that the minor version of the item is
checked in. Due to this the updated columns are not published to others.
Also, I created a Sharepoint 2010 workflow to SET CONTENT APPROVAL = APPROVED and started this workflow from my list workflow above, but the item does not get checked-in and always shows "In Progress" status with comment "The item is currently
locked for editing. Waiting for item to be checked in or for the lock to be released.".
Please let me know where I am missing out so that once the item is approved, column value gets updated and current item is still in Approved status.
ThanksHi,
According to your post, my understanding is that you want to update Column value after current item is Approved and then publish major version using Sharepoint 2013 designer workflow.
You will get into this kind of Catch-22 situation trying to set the Content Approval Status in SharePoint Designer workflow:
- You must check out the document before you can change the Content Approval Status
- You can't change the Content Approval Status once the document in checked out
Since you set the Require documents to be checked out before they can be edited=Yes, you will need to check out the document when run the workflow on the item. But you cannot approve a document when it is checked
out. So the logic in workflow conflicts.
As a workaround, you can use the Start Another Workflow action to start the normal Approval workflow on the document. The built-in Approval workflow can work with a document that’s not checked out.
The designer approval workflow also can work with a document that’s not checked out.
You can create two workflow using SharePoint Designer 2013.
First, create a SharePoint 2010 platform workflow.
Then, create a SharePoint 2013 platform workflow.
Then when the SharePoint 2013 platform workflow start, it will start the SharePoint 2010 platform workflow to set content approval status, then the SharePoint 2013 platform workflow will update current item value.
More information:
SharePoint Designer Workflow Content Approval Issue
SharePoint 2010 Approval Workflow with Content Approval
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
Using SharePoint (2013) groups in SSRS
We had a report deployed in SharePoint 2007 that identified which SharePoint Group the user was in and used this in a parameter in the report. This used the method suggested in this question: http://social.technet.microsoft.com/Forums/sqlserver/en-US/c6ce0af7-2467-4ed8-8833-9bad438a28ad/how-to-get-sharepoint-group-in-ssrs?forum=sqlreportingservices
Following an upgrade to SharePoint 2013, this no longer functions. The error refers to the specific dataset using the query suggested and returns a 'Soap Fault: The remote server returned an error: (500) Internal Server Error'.
I would guess that I need to direct the <SoapAction> to look in another location, but I can't see any obvious location to look in.
Suggestions for the correct location, or other solution, would be helpful.
Thanks
RayHi,
According to your post, my understanding is that you wanted to use SharePoint 2013 hosted in Office 365 to power Portal Authentication-type experience.
Per my knowleadge, configuring SSO helps you to enforce your organization's password policies and account restrictions in both your on-premises directory and your Office 365 directory.
For more information, you can refer to:
Overview of single sign-on for Office 365
Step-By-Step: Setting up AD FS and Enabling Single Sign-On to Office 365
Office 365 – Single Sign-On for SharePoint, Skydrive, CRM, etc. via Smart Links
Regarding SharePoint Online, for quick and accurate answers to your questions, it is recommended that you initial a new thread in Office 365 forum.
Office 365 forum
http://community.office365.com/en-us/forums/default.aspx
Thanks,
Linda Li
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Linda Li
TechNet Community Support -
Power view reports in sharepoint 2013 :
How can i add alert and subscription for the power view report in sharepoint 2013 ?.
and please let me know the difference beetween the performance point service and power view report.
Please response fast.Hi,
According to your post, my understanding is that you wanted to add alert and subscription for the power view report in sharepoint 2013.
You need to Additional Configuration to provision for subscriptions and alerts when you install Reporting Services SharePoint Mode for SharePoint 2013.
The Reporting Services subscription and data alert features may require the configuration of SQL Server Agent permissions. For more information, see
Provision Subscriptions and Alerts for SSRS Service Applications
PerformancePoint Services is a SharePoint Server 2013 service application. It enables users to create business intelligence (BI) dashboards that provide insight into an organization's performance. You can create custom reports, filters, tabular data sources,
and scorecard transforms to extend the native functionality of PerformancePoint Services.
Power View in SharePoint is browser-based Silverlight application, a feature of the SQL Server 2012 Service Pack 1 (SP 1) Reporting Services Add-in for Microsoft SharePoint Server 2010 and 2013. Creating, opening, and saving Power View reports (RDLX files)
all take place in SharePoint Server 2010 and 2013.
More information:
PerformancePoint Services in SharePoint 2013
Power View (SSRS)
Power View in SharePoint Server: Create, save, and print reports
PowerPivot, PowerView and PerformancePoint: Which should you use?
Thank you for your understanding.
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
Error occurs when I open the tasks list in MS Project Professional 2013 from SharePoint 2013
Hi,
I have created a SharePoint 2010 workflow for a tasks list that updates a list item column if the Date Complete <= Today's date & Percentage Complete = 100%
I used 'Set Field in Current Item' in the workflow & the values are updated in the list for the current item.
However, when I open the tasks list in MS Project Professional 2013 from SharePoint 2013, then I get a error "We can't write task - taskname to the SharePoint site. This is either because tasks list is in read only mode or because this task has a column
that requires unique value."
If I remove the 'Set Field in Current Item' in the workflow, then the error does not occur. However, the 'Set Field in Current Item' in the workflow is required.
Please provide solution to this issue ASAP. Your reply will be greatly appreciated.
Thanks in advanceHi Jack,
A shot in the dark here. I'm not convinced the error is from the workflow. What is the definition of the list item column in SharePoint? Have you set the column to requiring a unique vale? Look at the column definition. -
Add datetime property to "MetaInfo" field using SharePoint 2013 CSOM
When uploading a file along with metadata using SharePoint FP RPC (using the "method= put document") it allows me to properly add datetime properties. My metainfo looks like this:
"MetaInfo":"...MyCustomDate:TW|05 Jan 2015 12:58:31 -0000\r\n..."
Then later on, when I try to update "MyCustomDate" property from the "MetaInfo" field using CSOM, it fails while updating it. (In this case I am using CSOM because I am updating some more fields and I want to avoid extra round-trips)
After that update my metainfo looks like this:
"MetaInfo":"...MyCustomDate:FX|0x01d028e7|0x4d1c4880\r\n..."
Does anyone know why?, is there any workaround?
ThanksHi,
If you want to add datetime property to "MetaInfo" field using SharePoint 2013 CSOM, the following code snippet for your reference:
using (ClientContext context = new ClientContext("http://yourserver/"))
context.Credentials = new NetworkCredential("user", "password", "domain");
List list = context.Web.Lists.GetByTitle("Documents");
ListItem oListItem = list.GetItemById(1);
oListItem["MetaInfo"] = "MyCustomDate:TW|08 Jan 2015 12:58:31 -0000";
oListItem.Update();
context.ExecuteQuery();
Best Regards
Dennis Guo
TechNet Community Support -
Do we require to install microsoft excel in sharepoint 2013 server?. if require to use sharepoint 2013 excel services.
In our organisation, development team is asking to install office 2013 in SharePoint 2013 server to use different services, where as architecture team not allowing for the same. I need to provide proper justification for installing office 2013 in SharePoint
2013 server. Please provide me the correct solution for the same.No, you do not need to install Office on the SharePoint server to utilize the Excel Services. Office should not be installed on the SharePoint server.
Do they need Office Web Apps? Are they looking to have the capability to edit documents in the browser maybe? Or have document preview on search? Office Web Apps would be required for this, but this is a different product than Office.
Brandon Atkinson
Blog: http://sharepointbrandon.com -
Office Web Apps 2013 with SharePoint 2013 Server
Hi All,
I have installed a separate server for Office Web Apps 2013 on Windows Server 2012 VM. I have followed TechNet's article on
Deploying Office Web Apps Server & exactly followed steps.
On SharePoint Server 2013 (Windows Server 2012), I followed TechNet’s article on
Configure Office Web Apps for SharePoint. The Office Web Apps on SharePoint 2013 environment works for
Excel document that shows “View in Browser” but
no Preview.
However, PowerPoint and Word documents doesn’t show “View in Browser”. I thought Internet Explorer 10 has some issue with Office Web Apps and checked on Chrome and results were same.
On SharePoint Server 2013 environment, I have configured 3 services applications, MMS, UPS and Excel Service.
1.) Do I need any other service applications to be enabled for OWA 2013?
I read number of blogs,
Installing Office Web Apps Server for SharePoint 2013 (Steve Mann),
Install Office Web Apps 2013 with SharePoint 2013 (Max Melcher) and Spence Harbar
(Enabling Office Web Apps Preview editing with SharePoint 2013). and all these blogs give more or less same steps that I have followed.
Strange thing is that Excel documents on my SharePoint 2013 sites are working but neither word or PowerPoint documents are not showing option for “View in Browser”.
I am using HTTP and not HTTPS.
2. Can someone please advice how could I solve the Office Web Apps 2010 on Word and PPT?
3. How to can enable preview for Excel, Word and PPT documents.
Thanks you.
Regards,
Aroh
Aroh ShuklaHi Inderjeet and Olafur,
Thanks for your reply.
@Inderjeet: That site collection feature on SP2010 works on our production environment but on SP2013 site collection there is no OWA feature. Microsoft recommends to have a separate OWA2013 server and what I create
a separate VM for OWA2013 server.
@Olafur: Your suggestion looks spot on. The OWA server does show the discovery:
Our SP2013 development server has limited RAM (4GB) and it think is causing the issue.
Let me check if increasing RAM solves the issue.
Thanks again for your suggestions. (Interjeet and Olafur).
--Aroh
Aroh Shukla -
Failed to Sync OneNote 2013 with Sharepoint 2013 - Saying Required Properties option is selected
Hi All
I am trying to integrating OneNote 2013 with Sharepoint 2013, but whatever i do it came up as:
We can't sync because the Required Properties option is selected on the server. Disable the option, or move the notebook to a new location. (Error code: 0xE0000B9B)
I've followed knowledge based and turn off the Required Properties as i can see off, but error still showing up.
Has anyone encountered this error before?
Thanks a lot for any contribution.HI G_Virus,
Please check if any field is set as required, then set it to optional for the OneNote content type from the problem library.
And also check Jannifer's reply mentioned that compare this content type fields to the OneNote without issue from other site collection or farm per the following post, see if it helps.
http://office.microsoft.com/en-us/onenote-help/resolve-document-library-errors-when-using-onenote-with-sharepoint-HA102647129.aspx
http://social.technet.microsoft.com/Forums/office/en-US/a0e8cb4e-6daa-4ef8-a856-337da837c5db/sync-error-to-sharepoint-2010-library-with-revisions-checkinout-not-enabled
Thanks
Daniel Yang
TechNet Community Support -
How to design SSRS report using SharePoint 2010 List Version History
Hello,
I am using Sharepoint 2010 list, i need to design SSRS report using Sharepoint List Version History. Could please let me know how to design.
Thank you.
Kind RegardsYou could do that with SQL Server Reporting Services, Please follow the instructions from the link below:
http://www.mssqltips.com/sqlservertip/2068/using-a-sharepoint-list-as-a-data-source-in-sql-server-reporting-services-2008-r2/
Hope that would work fro you.
Please Mark as Answer, if the post works for you.
Cheers,
Amar Deep Singh -
Hi All,
I got a client requirement to create reports using SharePoint List as data source. The report should show reflection depends on values changed (I mean animation).
I have heard about the power view/power pivot which does this kind of animations in reports.
Can someone please guide me on creating reports which shows animations
In power view/power pivot using SharePoint List as data source in SharePoint 2010.
Thanks in advance.
MercuryManHi MercuryMan,
Yes, Power View, a feature of SQL Server 2012 Reporting Services Add-in for Microsoft SharePoint Server 2010 or SharePoint 2013 Enterprise Edition, is an interactive data exploration, visualization, and presentation experience.
It provides multiple views featuring tiles, slicers, a chart filter, and a number of visualizations, including cards, small multiples, and a bubble chart. So, we can use Power View to do intuitive ad-hoc reporting for business users such as data analysts, business
decision makers, and information workers.
Currently, Power View report only supports two types of data models: PowerPivot Worksheet, and data models based on Analysis Services Tabular Model or Multidimensional Cube.
In your scenario, you can create PowerPivot worksheets using SharePoint List as data source, deploy the PowerPivot worksheet to a SharePoint Library or PowerPivot Gallery, and then generate Power View reports based on the PowerPivot worksheets on the SharePoint
site.
To use SharePoint List as data source in Excel PowerPivot, you can refer to the following resource:
http://blogs.technet.com/b/excel_services__powerpivot_for_sharepoint_support_blog/archive/2013/07/11/excel-services-using-a-sharepoint-list-as-a-data-source.aspx
http://technet.microsoft.com/en-us/library/hh230322.aspx
To create a Power View report based on PowerPivot model, you can refer to the following links:
http://technet.microsoft.com/en-us/library/hh231522.aspx
http://technet.microsoft.com/en-us/library/hh759325.aspx
Regards,
Mike Yin
If you have any feedback on our support, please click
here
Mike Yin
TechNet Community Support -
Get/retreive managed metadata column value from Document Library using SharePoint 2013 JSOM
Hi,
I am trying to retrieve managed metadata column (NewsCategory) value in SharePoint 2013 Document library using JSOM.
I get "Object Object" rather than actual value.
I tried:-
var newsCat = item.get_item('NewsCategory');
alert(newsCat) //Displays [Object Object]
var newsCatLabel = newsCat.get_label();
var newsCatId = newsCat.get_termGuid();
But, I get the error "Object doesn't support property or method get_label()"
I also tried :-
var newsTags = item.get_item(' NewsCategory ');
for (var i = 0; i < newsTags.get_count() ; i++) {
var newsTag = newsTags.getItemAtIndex(i);
var newsTagLabel = newsTag.get_label();
var newsTagId = newsTag.get_termGuid();
Even now I get the error "Object doesn't support property or method get_count()"
I have included " NewsCategory " in the load request:- context.load(items, 'Include(File, NewsCategory)');
Any idea what the issue is? Do I have to add any *.js file using $.getScript?
I added following .js files
var scriptbase = _spPageContextInfo.webServerRelativeUrl + "/_layouts/15/";
$.getScript(scriptbase + "SP.Runtime.js", function () {
$.getScript(scriptbase + "SP.js", function () {
$.getScript(scriptbase + "SP.Core.js", function () {
Thanks in Advance,Hi Patrick,
I already added those references. I just pasted the parts of script snippet in my initial post. To avoid confusion I am pasting here complete script.
2.1.1.min.js"></script>
<script type="text/javascript">
$(document).ready(function(){
var scriptbase = _spPageContextInfo.webServerRelativeUrl + "/_layouts/15/";
$.getScript(scriptbase + "SP.Runtime.js", function () {
$.getScript(scriptbase + "SP.js", function () {
$.getScript(scriptbase + "SP.Core.js", function () {
function getdata() {
var context = new SP.ClientContext.get_current();
var web = context.get_web();
var list = web.get_lists().getByTitle('Documents');
var camlQuery = new SP.CamlQuery();
var filterCategory = 'Solutions';
var IDfromTaxonomyHiddenList = 15;
camlQuery.set_viewXml('<View><Query><Where><Eq><FieldRef LookupId="TRUE" Name="'+filterCategory+'" /><Value Type="ID">' + IDfromTaxonomyHiddenList +'</Value></Eq></Where></Query></View>');
/*the above CAML query successfully gets all the list items matching the criteria including "NewsCategory" managed metadata column values
But when I try to display the value it retrieved it ouputs/emits Object Object rather than actual values */
var items = list.getItems(camlQuery);
context.load(items, 'Include(File,NewsCategory)');
context.executeQueryAsync(
Function.createDelegate(this, function (sender, args) {
if (items.get_count() > 0) {
var listItemEnumerator = items.getEnumerator();
while (listItemEnumerator.moveNext()) {
var oListItem = listItemEnumerator.get_current();
var file = oListItem.get_file();
var name = file.get_name();
var newsCat = oListItem.get_item('NewsCategory'); alert(newsTags.constructor.getName());
alert(newsCat) //Displays [Object Object]
var newsCatLabel = newsCat.get_label(); // Here it errors out with message "Object doesn't support property or method get_label()"
var newsCatId = newsCat.get_termGuid();
} //end while
}//end if
Function.createDelegate(this, function (sender, args) {
alert('Request failed. ' + args.get_message() + '\n' + args.get_stackTrace());
ExecuteOrDelayUntilScriptLoaded(getdata, "SP.Core.js");
</script>
In the above script "var name = file.get_name(); " gets the exact file name.
But the line "var newsCat = item.get_item('NewsCategory');
alert(newsCat) //Displays [Object Object] rather than actual value.
Issue resolved replace "oListItem.get_item('NewsCategory');" with oListItem.get_item('NewsCategory').get_label();"
Thanks -
Sql server conncetion string c# by using Sharepoint 2013
I have design a page by using visual studio sharepoint . But I am not able to connection my sharepoint server.
Design pages added in sharepoint platform. Now I want to added/insert some contact information from my design pages. But I am not able to connection string .
Can anybody help me..Hi,
From your description, I understand you want to design a page with form and store contact information into tables of SQL Server database with this page.
In SharePoint, I suggest that you store contact information with OOB Contacts List.
Using a Contact List in SharePoint 2013:
https://www.youtube.com/watch?v=v4iPObhryGU
If I misunderstand your requirement, please provide more information about your requirement for further research.
Best Regards
Vincent Han
TechNet Community Support
Maybe you are looking for
-
Problem with Projector and Fullscreen
Hi, Can anyone confirm a problem with fullscreen in the latest player 9,0,115,0: When I use getURL to launch a browser window, or make an exec call with fscommand, the standalone projector jumps out of fullscreen. quote: fscommand("fullscreen", true)
-
Due to a virus on my computer I have had to have it re built and now all my music I have bought is gone. How can I get it back again please.
-
Error Compiling Movie Unknown Error
Greetings, I have been trying to pinpoint a problem I have been having rendering sequences in CS5.5.1. I am currently shooting AVCHD 1080p/23.976 using Adobe Sequences Settings that match. I get this error on various projects. My workflow preference
-
Exception while excel processing after upload using commons file upload
Hi all, I am experiencing problem while creating a workbook after getting the input stream from the uploaded file. its not going catch block instead it is going to finally and giving null pointer exeption in finally as one variable in finally is not
-
I'm all done with one week before the closing date (well, with a holiday there). The only delay (3 days) was underwriter asking for empl verification with my current and future employer via some 3rd party platform, both requests got denied - who know