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Te Braak - Microsoft Tabular Modeling Cookbook

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Te Braak Microsoft Tabular Modeling Cookbook
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    Microsoft Tabular Modeling Cookbook
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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.

Overview

  • 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

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.

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

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Microsoft Tabular Modeling Cookbook

Microsoft Tabular Modeling Cookbook

Copyright 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: December 2013

Production Reference: 1171213

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78217-088-4

www.packtpub.com

Cover Image by Neston Simeoes (<>)

Credits

Author

Paul te Braak

Reviewers

Anindita Basak

Steve Hughes

Cosmin Ioan

Stevo Smoilac

Acquisition Editors

Sam Birch

Edward Gordon

Lead Technical Editor

Ankita Shashi

Technical Editors

Pankaj Kadam

Pramod Kumavat

Adrian Raposo

Project Coordinator

Shiksha Chaturvedi

Copy Editors

Alisha Aranha

Sayanee Mukherjee

Deepa Nambiar

Alfida Paiva

Laxmi Subramanian

Proofreader

Linda Morris

Indexer

Rekha Nair

Graphics

Yuvraj Mannari

Production Coordinator

Nilesh R. Mohite

Cover Work

Nilesh R. Mohite

About the Author

Paul te Braak (<.

I would like to thank everyone who has contributed to this book. Like most projects, there are many behind-the-scenes people who have assisted me, and I am truly grateful to those people. The book would never have been complete without your help!

Firstly, I'd like to thank my wife for her understanding and acceptance during the project when I spent nights and weekends working. I am sure that my responsibilities at home have decreased (well, they've been removed), and this has afforded me the time to focus on writing.

I would also like to thank Cathy Dumas for recommending me to Packt Publishing at the start of the project, and all the reviewers who haveprovided their input along the way and looked over my work with an objective view. I would like to thank the members of the community whoare always willing to participate in events and forums that help us improve our knowledge.

Finally, I'd like to thank Packt Publishing and all the associated staff (believe me, there have been quite a few) for the opportunity to write for them.

About the Reviewers

Anindita Basak is currently working as a senior system analyst at Sonata Software in the Windows Azure Pro Direct Delivery group of Microsoft. She has worked as a senior software engineer on implementation of various enterprise applications on Windows Azure and Windows phone. She started her journey with Windows Azure in the Microsoft Cloud Integration Engineering (CIE) team and worked as a support engineer in Microsoft India (R&D) Pvt. Ltd. With six years of experience in the Microsoft .NET technology stack, she is solely focused on Cloud and Microsoft Mobility. As an MVB, she loves to share her technical experience and expertise through her blog at http://anindita9.wordpress.com.

She recently worked as a technical reviewer for the books HDInsight Essentials and Microsoft SQL Server 2012 with Hadoop by Packt Publishing .

She holds a B.E in Information Technology from West Bengal University of Technology (formerly IIIT Calcutta). She has attended various business conferences and technology seminars of Microsoft.

I would like to thank my grandpapa Mr. Kanti Das Basak, mom, Anjana, dad, Ajit Kumar Basak, and my affectionate brother, Aditya. Without their help, I can't achieve any goals of my life.

Steve Hughes is a Practice Lead at Magenic. In his current role, he develops strategy and helps guide data, Business Intelligence, collaboration, and data integration development using Microsoft technologies, including SQL Server, SharePoint, and BizTalk. He continues to deliver data and Business Intelligence solutions using these platforms. He has been working with technology for over 15 years with much of that time spent on creating Business Intelligence solutions. He is passionate about using data effectively and helping customers understand that data is valuable and profitable. Steve can often be found at Professional Association for SQL Server (PASS) events, where he serves as a regional mentor and is active with the Minnesota SQL Server User Group (MNPASS) . He shares his insights about the field on his blog at http://dataonwheels.wordpress.com.

I would like to thank my family for their continued support on these projects.

Cosmin Ioan is a data warehouse and Business Intelligence architect with over 16 years' experience in the Information Technology field, spanning development languages, systems administration, RDBMS and OLAP design, architecture, troubleshooting, and scalability on Microsoft, Oracle, and Sybase platforms. He has worked in consultancy and full-time roles for companies, public and private companies alike, such as Motorola, Citrix, Aetna, and Sheridan Healthcorp, chiefly building data warehouse and systems integration solutions, allowing companies to better harness and give meaning to their data assets.

When not working, Cosmin enjoys scuba diving and racquet sports.

Writing a technical book and reviewing one are never easy tasks. Due to inherent time constraints and ever-changing technology advancements, keeping a delicate balance between product depth and breadth, as well as a target audience for covering any one technical product is always a challenging proposition. My thanks to Paul for taking up such a challenge and allowing me to be part of the effort, as well as the nice team at Packt Publishing for their endeavor in publishing quality technical books.

Stevo Smoilac is an associate principal consultant at Magenic, a Microsoft Gold Certified Partner, who specializes in Business Intelligence solutions.

He has over 12 years' experience of working in software development, the last seven of which have focused on designing, implementing, managing, and administrating technical solutions developed using Microsoft SQL Server and the Microsoft Business Intelligence stack. He has been involved in all phases of the BI development lifecycle from envisioning through operational support, and he is passionate about the field of Business Intelligence.

Stevo is currently a Virtual Technology Solutions Professional (V-TSP) for Business Intelligence, a Microsoft Certified IT professional, and holds a B.Tech degree in Information Technology.

Originally from South Africa, he now resides in (the much colder) Northeastern United States with his wife Talya.

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