Microsoft Tabular Modeling Cookbook


Microsoft Tabular Modeling Cookbook
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Overview
Table of Contents
Author
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Sample Chapters
  • Develop tabular models for personal use
  • Learn about the modeling techniques which are required to overcome commonly encountered problems and master advanced modeling scenarios
  • Understand the techniques required to promote personal models to corporate enterprise environments and manage the models in a corporate environment
  • Learn tips and tricks for querying tabular models and learn how to access the data within them for dynamic reporting including the development of interactive workbooks

Book Details

Language : English
Paperback : 320 pages [ 235mm x 191mm ]
Release Date : December 2013
ISBN : 178217088X
ISBN 13 : 9781782170884
Author(s) : Paul te Braak
Topics and Technologies : All Books, Big Data and Business Intelligence, Enterprise Products and Platforms, Cookbooks, Enterprise


Table of Contents

Preface
Chapter 1: Getting Started with Excel
Chapter 2: Importing Data
Chapter 3: Advanced Browsing Features
Chapter 4: Time Calculations and Date Functions
Chapter 5: Applied Modeling
Chapter 6: Programmatic Access via Excel
Chapter 7: Enterprise Design and Features
Chapter 8: Enterprise Management
Chapter 9: Querying the Tabular Model with DAX
Chapter 10: Visualizing Data with Power View
Appendix: Installing PowerPivot and Sample Databases
Index
  • 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
  • Chapter 2: Importing Data
    • Introduction
    • Importing data as text
    • Importing data from databases
    • Managing connections and tables
    • Using data feeds
  • Chapter 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
  • Chapter 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
  • Chapter 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
  • Chapter 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
  • Chapter 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
  • Chapter 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
  • Chapter 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)

Paul te Braak

Paul te Braak (ptebraak@abaXdata.com.au) is a leading Business Intelligence Consultant based in Australia. He has been involved in Information Management for over 15 years, with the past 9 years focusing on the Microsoft Business Intelligence stack. His areas of interest include data modeling, data mining, and visualization. He is an active participant in the SQL Server community, speaks at various local and international events, and organizes a regional SQL Server Saturday. His blog can be found at www.paultebraak.wordpress.com.

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Sample chapters

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What you will learn from this book

  • Create tabular models which present custom information to users
  • Create simple and complex DAX formulas and measures that address business questions and concerns
  • Learn the basics of tabular modeling and how to structure the model and control what information is presented to the user
  • Understand the methods of importing data into the model and the techniques to manage the data access components of the model
  • Learn about the DAX calculations and modeling concepts required to present custom-specific user requirements to model users
  • Explore the techniques required to promote and manage tabular models in corporate environments
  • Learn methods to report and query on the data within the model
  • Understand the techniques required to extend the native reporting capabilities in Excel through the use of Visual Basic for Application (VBA) within workbooks in order to provide a rich and customizable reporting framework for users

In Detail

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.

Approach

This book follows a cookbook style with recipes explaining the steps for developing analytic data using Business Intelligence Semantic Models.

Who this book is for

This book is designed for developers who wish to develop powerful and dynamic models for users as well as those who are responsible for the administration of models in corporate environments. It is also targeted at analysts and users of Excel who wish to advance their knowledge of Excel through the development of tabular models or who wish to analyze data through tabular modeling techniques. We assume no prior knowledge of tabular modeling.

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