Microsoft Tabular Modeling Cookbook

No prior knowledgeof tabular modeling is needed to benefit from this brilliant cookbook. This is the total guide to developing and managing analytical models using the Business Intelligence Semantic Models technology.

Microsoft Tabular Modeling Cookbook

Cookbook
Paul te Braak

No prior knowledgeof tabular modeling is needed to benefit from this brilliant cookbook. This is the total guide to developing and managing analytical models using the Business Intelligence Semantic Models technology.
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Book Details

ISBN 139781782170884
Paperback320 pages

About This Book

  • 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

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.

Table of Contents

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 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
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)

What You Will Learn

  • 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.

Authors

Table of Contents

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 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
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)

Book Details

ISBN 139781782170884
Paperback320 pages
Read More