VISUALIZING DATA with MICROSOFT POWER VIEW Brian Larson Mark Davis Dan English Paui Purington Mc Grauu New York Chicago San Francisco Lisbon London Madrid Mexico City Milan New Delhi San Juan Seoul Singapore Sydney Toronto
Contents Quick Task Reference Acknowledgments Introduction xv xix xx Parti Using Power View Chapter 1 Getting Started 3 The Evolution of Microsoft Business Intelligence 4 PowerPivot 5 Analysis Services and the Bl Semantic Model 6 Launching Power View 8 Power View and Microsoft SharePoint 8 Required Software 8 Power View Data Sources 9 Launching Power View Using a PowerPivot Workbook 9 Learn By Doing: Opening Power View Using a PowerPivot Workbook Connection 9 Launching PowerView Using atabularbi Semantic Model 10 Learn By Doing: Opening Power View Using Tabular Bl Semantic Model Connections 11 Microsoft PowerView User Interface 13 Canvas 14 Field List 14 Field Well 15 Filters Area 15 View Area 15 Ribbon 15 Sample Data 16 Wrap-Up 16 Chapter 2 The Table Visualization 17 Visualizations 18 The Lifecyde of a Report in Power View 18 vii
viil Visualizing Data with Microsoft Power View Step 1: Launch Power View 19 Learn By Doing: Opening Power View Using the Appropriate Model Connection 19 Step 2: Design Your Report 19 Learn By Doing: Specifying the Report Title 20 Learn By Doing: Selecting a Field 20 Learn By Doing: Adding a Field to the Table Visualization 20 Learn By Doing: Adding More to the Table Visualization 22 Step 3: Enhance and Customize Visualizations 22 Learn By Doing: Accessing the Filters Area Using the Ribbon 23 Learn By Doing: Accessing the Filters Area Using the Show Filters Icon 23 Learn By Doing: Adding Filters to a Visualization 25 Learn By Doing: Formatting the Title 26 Learn By Doing: Sizing a Visualization 26 Learn By Doing: Using Tiles 28 Step 4: Save the Report 30 Learn By Doing: Saving a Report 31 Wrap-Up 32 Chapter 3 Additional Visualizations 33 Setting the Table 34 Opening a Power View Report 34 Learn By Doing: Opening a Power View Report for Editing 34 Editing the Profit-and-Loss Report 35 Learn By Doing: Adding Sorting to the Table Visualization 35 Including Images 38 Enhancingthe Profit-and-Loss by Chain Report 38 Learn By Doing: Adding a View to a Report 39 Learn By Doing: Adding Images to a Report 39 Navigating the Profit-and-Loss by Chain Report 41 Learn By Doing: Navigating a Power View Report 41 Entering the Matrix 44 Creating the Matrix 45 Learn By Doing: Creating a Matrix Report 45 Calling All Cards 49 Creating the Cards 49 Learn By Doing: Creating a Hotel Inventory Report 49 Wrap-Up 53
Contents ix Chapter 4 Charting 55 The Charting Advantage 56 Creating a Chart 57 Learn By Doing: Creating a Chart 57 Components of a Chart 59 Enhancing the Chart 60 Learn By Doing: Charting with Multiple Values 61 Chart Icons 62 Learn By Doing: Changing the Sort Order in a Chart 62 Add to Chart Drop-down Menu 63 Learn By Doing: Using the Add to Chart Drop-down Menu 65 Chart Title 66 Tiles 66 Learn By Doing: Adding Tiles and Locking the Vertical Axis 66 Data Labels 69 Learn By Doing: Adding Data Labels 69 Chart Types 71 Clustered Column Chart 71 Learn By Doing: Adding a Second Value to a Clustered Column Chart 71 100% Stacked Column Chart 71 BarChart 72 Line Chart 72 Learn By Doing: Manipulating a Line Chart 73 Scatter Chart 76 Learn By Doing: Creating a Scatter Chart 76 Wrap-Up 79 Chapter 5 Bringing Your Data to Life 81 Interactivity 82 Push Play 82 Learn By Doing: Adding a Play Axis 83 TheSlicer 86 Learn By Doing: Interactive Filtering Using a Slicer 86 Chart as Slicer 86 Learn By Doing: Using Highlighting to Slice Information 87 Pop Outs and Full Screen 90 Learn By Doing: Using Pop Out and Full Screen to Focus In 90 Report Color Style 92 Wrap-Up 92
X Visualizing Data with Microsoft Power View Chapter 6 Sharing Reports 93 Saving Reports in SharePoint 94 Saving Reports in PowerPivot Galleries 96 Learn By Doing: Saving a Power View Report to a PowerPivot Gallery 97 Opening Reports in Reading Mode vs. Edit Mode 99 Security 99 Securing Reports 99 Securing Data Sources and Data Connections 101 Printing Reports 102 Exporting Reports to PowerPoint 103 Learn By Doing: Exporting a Power View Report to PowerPoint 104 Wrap-Up 107 Part II Creating a Bl Semantic Model (BISM) Chapter 7 BISM: Getting Started Ill The Bl Semantic Model 112 Requirements for Developing Tabular Bl Semantic Models 115 Requirements for PowerPivot 115 Requirements for Tabular Analysis Services Projects 116 The Development Environment 117 Tabular Bl Semantic Model Deployment Requirements 117 PowerPivot Deployment 118 Tabular Analysis Services Deployment 119 Tabular Environment Server Configurations 121 The Single-Server Environment 121 The Multiserver Farm Environment 122 Additional SharePoint Setup Items 123 PowerPivot Configuration Tool 123 SQLServer Reporting Services SharePoint Integrated Mode 125 Wrap-Up 127 Chapter 8 Basic B! Semantic Model Design 129 Creating a Bl Semantic Model from the Ground Up 131 Creating a Bl Semantic Model Using PowerPivot in Excel 131 Learn By Doing: Creating a Bl Semantic Model Using PowerPivot 131 Creating an Analysis Services Tabular Bl Semantic Model in SQL Server Data Tools... 141 Learn By Doing: Getting Started with SQL Server Data Tools 141 Learn By Doing: Creating a Bl Semantic Model by Importing from PowerPivot... 145
Contents xi Bringing Additional Data into the Bl Semantic Model 147 Importing Data from a New Source 147 Learn By Doing: Importing Data from an Excel File 147 Adding Data Using an Existing Connection 150 Learn By Doing: Adding Data to a Model Using an Existing Connection 151 Learn By Doing: Adding Data to a Model Using a Query 152 Making the Model Work 154 Testing the Model: Analyzing in Excel 155 Learn By Doing: Analyzing Our In-Progress Model Using Microsoft Excel 155 Enhancing the Model 157 Putting It into Practice 159 Learn By Doing: Enhancing the Model 159 Wrap-Up 166 Chapter 9 Bl Semantic Model: Additional Model Features 167 Diagram View 168 Navigating Diagram View 170 Learn By Doing: Reopening a Bl Semantic Model Project 170 Relationships in Diagram View 173 Learn By Doing: Creating Relationships in Diagram View 173 Refining the Model 174 Calculated Columns and Relationships 174 Learn By Doing: Adding a Calculated Date Column 175 Cleaning Up the Model 177 Learn By Doing: Hiding Columns Not Used for Business Analysis 177 Learn By Doing: Creating Additional Measures 178 Hierarchies 179 Learn By Doing: Creating Hierarchies 179 Learn By Doing: Setting Sort By Columns 181 Formatting Columns and Measures 183 Learn By Doing: Formatting in the Model 184 Perspectives 185 Learn By Doing: Creating a Perspective 185 Key Performance Indicators 187 Learn By Doing: Creating a KPI 188 Table and Column Options and Properties 191 Images in the Model 191 Descriptions 192
Visualizing Data with Microsoft Power View Identifiers and Defaults 192 Learn By Doing: Setting Identifiers and Defaults 193 Table Storage and Security 195 Table Partitioning 195 Learn By Doing: Partitioning a Table 195 Role Security 198 Wrap-Up 200 Chapter 10 Using DAX Expressions 201 DAX Operators 202 Comparison Operators 203 Arithmetic Operators 203 Learn By Doing: Using Arithmetic Operators to Create Calculated Columns... 203 Text Operator 205 Logical Operators 206 DAX Functions 206 Filtering Functions 206 Learn By Doing: Using Filter Functions 209 Math and Statistical Functions 211 Learn By Doing: Using Mathematical and Statistical Functions 213 Date and Time Intelligence Functions 215 Learn By Doing: Using Date and Time Intelligence Functions 216 Text Functions 219 Logical Functions 220 Learn By Doing: Using Logical Functions 221 Information Functions 223 Learn By Doing: Using Information Functions 226 DAX Queries 229 Table Queries 230 Learn By Doing: Creating a DAX Query 230 Wrap-Up 235 Chapter 11 Deploying Tabular Bl Semantic Models 237 When to Deploy 238 Deploying and Processing 239 What Is Deployment? 239 What Is Processing? 241
Contents Xiii How to Deploy and Process a Tabular Bl Semantic Model 242 Publishing a PowerPivot Model 243 Learn By Doing: Publishing a PowerPivot Workbook to SharePoint 243 Learn By Doing: Publishing a PowerPivot Workbook to the PowerPivot Gallery 246 Deploying the Analysis Services Tabular Model 251 Learn By Doing: Deploying from SQL Server Data Tools 253 Learn By Doing: Deploying Using the Deployment Wizard 254 Creating Connections to the Model 259 Learn By Doing: Creating a Bl Semantic Model Connection 259 Learn By Doing: Creating a Report Data Source 260 What You Have Learned in This Book 261 Part I: Using Power View 261 Part II: Creating a Bl Semantic Model (BISM) 261 Part 111 Appendixes Appendix A Installing and Configuring the Sample Data 265 Restoring the Databases 266 Step 1: Restoring the SQL Relational Database Backup 267 Learn By Doing: Creating and Restoring the Relational Database 267 Step 2: Restoring the Tabular SSAS Database Backup 268 Learn By Doing: Creating and Restoring the Tabular Database 268 Additional Data Setup 268 PowerPivot File 268 Connections 269 Ready to Begin 269 Appendix B Creating a Virtual Learning Environment 271 Required Software 273 Configuring the Environment 273 Step 1: Setting Up the Server 274 Learn By Doing: Creating a Domain Controller 274 Step 2: Installing SharePoint 2010 276 Learn By Doing: Installing SharePoint2010and SP1 276 Step3: lnstallingsqlserver2012, Round 1 277 Learn By Doing: Installing SQL Server Database, SSAS Tabular, SSMS, SSDT... 277
XIV Visualizing Data with Microsoft Power View Step4: Installing SQL Server 2012, Round2 280 Learn By Doing: Installing SQL Server PowerPivot and PowerPivot Configuration Tool 280 Step 5: Installing SQL Server 2012, Round 3 286 Learn By Doing: Installing SQL Server Reporting Services SharePoint Integration 286 Step 6: Setting Up Reporting Services in SharePoint 288 Learn By Doing: Installing the Reporting Services Application 288 Step 7: Setting Up Microsoft Office 2010 and PowerPivot 292 Learn By Doing: Installing Microsoft Office 2010 and PowerPivot for Excel... 292 Step 8: Setting Up Silverlight 293 Learn By Doing: Installing Silverlight 5 (32-bit and 64-bit) 293 Additional References 294 Installing the Sample Data and Connections 294 Index 295