Microsoft Tabular Modeling Cookbook

Microsoft Tabular Modeling Cookbook

By : Paul te Braak

Buy this Book

Microsoft Tabular Modeling Cookbook

By: Paul 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.

Microsoft Tabular Modeling Cookbook

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

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

Importing Data

Introduction

Importing data as text

Importing data from databases

Managing connections and tables

Using data feeds

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

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

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

Programmatic Access via Excel

Introduction

Connecting pivot tables and Slicers

Using cube functions

Working with worksheet events and VBA

Managing the Slicer through VBA

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

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

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

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)

Installing PowerPivot and Sample Databases

Installing PowerPivot

Creating the database

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Installing PowerPivot

In Excel 2010, PowerPivot is an add-in that must be downloaded and installed. In Office 365 Pro and Excel 2013 Pro Plus, the add-in is a part of the default Excel installation setup (which means there is no requirement to install PowerPivot). However, the add-in must be activated before it can be used (see Chapter 10, Visualizing Data with Power View, for details on enabling the add-in in Excel 2013).

The 2010 add-in can be downloaded from the Microsoft download center (free of charge) using the following URL:

http://www.microsoft.com/en-us/download/details.aspx?id=29074

Although the installation is relatively straightforward once the installation file is obtained, the downloaded file must match the installed version of Excel (that is, whether Excel is operating in 32-bit or 64-bit mode). This can be checked by selecting the Help option from the File tab (in Excel), as shown in the following screenshot:

In the About Microsoft Excel section, we can see that this version of Excel is a 64-bit version (and hence, we must install the 64-bit version of PowerPivot).

The download page (from the provided URL) will look like the following screenshot:

When the Download button is clicked, you are prompted to choose the file to download, as shown in the following screenshot.

The file with the name ending with _amd64.msi—the middle one in the following screenshot should be installed for the 64-bit version of Excel and the other file (_x86.msi) should be downloaded and installed on systems having the 32-bit version of Excel:

Once the file has been downloaded, we can execute it by double-clicking on it, however, Excel must be closed during the installation of PowerPivot. Note that, depending on your user account permissions, you may be prompted to run the installation process as an administrator, or the file will change the computer's settings. Run the file by simply clicking on the Run button.

The installation process does not require any advanced user interaction. All you have to do is accept the terms and license agreement and click on the Install button. Once the installation is successfully completed, the installer will provide a confirmation window, as shown in the following screenshot. Simply click on Finish to complete the process.

When Excel is opened, the PowerPivot tab will appear in Excel's menu bar.

Microsoft Tabular Modeling Cookbook

By : Paul te Braak

Microsoft Tabular Modeling Cookbook

By: Paul te Braak

Overview of this book

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Microsoft Tabular Modeling Cookbook

Installing PowerPivot