Book Image

Microsoft Tabular Modeling Cookbook

By : Paul te Braak
Book Image

Microsoft Tabular Modeling Cookbook

By: Paul te Braak

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.
Table of Contents (18 chapters)
Microsoft Tabular Modeling Cookbook
About the Author
About the Reviewers

Month, quarter, and year to date aggregations

Month to Date (MTD), Quarter to Date (QTD), and Year to Date (YTD) aggregations are arguably the most common aggregation functions performed on transactional data over time periods. The calculations implicitly include a business context to the end user because the user understands the start and end of the period that is used within the calculation. Consider the phrase Year to Date. Within this term, we assume an aggregation of periods in the current year to the current date. But without an understanding of when the year starts (or ends), the term is meaningless.

This recipe looks at how to build these to-date measures within a tabular model.

Getting ready

This recipe follows from the prior recipe Calculating running totals – totals to date, and assumes that the workbook from that recipe is completed.

How to do it…

Period to date calculations require that the model has a Dates table. This is simply a table that the tabular model can use to reference...