Microsoft Tabular Modeling Cookbook

Microsoft Tabular Modeling Cookbook

By : te Braak

Buy this Book

Microsoft Tabular Modeling Cookbook

By: te Braak

Buy this Book

Overview of this book

Business Intelligence Semantic Models (BISM) is a technology that is designed to deliver analytical information to users through a variety of mechanisms that include model structure, definition, and design. This book demonstrates how to create BISM models so that information can be presented to users in an intuitive and easy-to-use format. Once the model is defined, we also show you how it can be managed and maintained so that the data in it remains current and secure. Microsoft Tabular Modeling Cookbook is an all-encompassing guide to developing, managing, creating, and using analytical models using the Business Intelligence Semantic Model (BISM). This title covers a range of modeling situations and common data analysis related problems to show you the techniques required to turn data into information using tabular modeling. Microsoft Tabular Modeling Cookbook examines three areas of tabular modeling: model development, model management and maintenance, and reporting. This book is a practical guide on how to develop semantic models and turn business data into information. It covers all phases of the model lifecycle from creation to administration and finally reporting. It also shows you how to create models which are designed to analyze data. All sections of BISM modeling from development to management and finally reporting are covered. The sections on development examine a wide range of techniques and tricks required to build models, including moving data into the model, structuring the model to manipulate the data, and finally the formulas required to answer common business questions; all of these are discussed in this book in detail. Finally, the book examines methods of reporting on the data within the model, including the creation of data-driven workbooks and reports for a powerful end user experience.

Preface

What this book covers

What you need for this book

Free Chapter

1. Getting Started with Excel

Introduction

Creating the model

Managing the appearance of tables and fields

Using tabular relationships to filter data

Adding fields to tables

Linking fields between tables

Creating model calculations

2. Importing Data

Introduction

Importing data as text

Importing data from databases

Managing connections and tables

Using data feeds

3. Advanced Browsing Features

Introduction

Sorting data

Creating hierarchies for drilldown interaction

Summing aggregates and row iteration

Parent-child hierarchies

Creating and using Key Performance Indicators

Role playing dimensions and relationships

Building ratios

4. Time Calculations and Date Functions

Introduction

Calculating running totals – totals to date

Month, quarter, and year to date aggregations

445 dates and irregularities

Last year and prior period values

Relative Time – pivoting around measures

Moving averages and last n averages

5. Applied Modeling

Introduction

Grouping by binning and sorting with ranks

Defining many-to-many relationships

Using the last non-empty function for stock data

Performing currency calculations

Allocating data at different levels

6. Programmatic Access via Excel

Introduction

Connecting pivot tables and Slicers

Using cube functions

Working with worksheet events and VBA

Managing the Slicer through VBA

7. Enterprise Design and Features

Introduction

Restoring a workbook to Analysis Services

Importing models into SQL Server Data Tools

Developing models in SQL Server Data Tools

Securing data with roles

Implementing dynamic security

Creating perspectives

8. Enterprise Management

Introduction

Deploying models from SSDT

Deploying models with the Deployment Wizard

Creating and managing partitions

Processing the data

DirectQuery and real-time solutions

9. Querying the Tabular Model with DAX

Introduction

Retrieving data from a single table

Using projection to combine data from different tables

Restricting data with filters and where conditions

Deriving tables and selecting top n records

10. Visualizing Data with Power View

Introduction

Creating a Power View report

Creating and manipulating charts

Using tiles (parameters)

Using and showing images

Automating the table fields with default field sets

Working with table behavior and card control

Using maps

Using multiples (Trellis Charts)

A. Installing PowerPivot and Sample Databases

Installing PowerPivot

Creating the database

Index

Customer Reviews

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Introduction

The chapters that have been examined so far treat calculations as a point in time data. That is, some event or occurrence that occurs at a given point in time. Further, the modeling that we have looked at aggregates this data by other tables, which may be thought of as dimensions for analyzing the data.

The ability to manipulate this type of data by dates and date-derived types is one of the most common forms of analysis, and includes a variety of different types of calculations. The most basic form of this analysis is the concepts of trending, and the comparative questions that arise regarding performance against prior periods. This type of analysis always includes the concept of date, and the business implications of a date aggregation (such as month to date value, year to date value, balance to date value, and running balances). Common performance metrics includes trending by time and comparatives to prior periods.

The recipes in this chapter examine how to manipulate and create...

Microsoft Tabular Modeling Cookbook

By : te Braak

Microsoft Tabular Modeling Cookbook

By: te Braak

Overview of this book

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Microsoft Tabular Modeling Cookbook

Introduction