book

Visualizing Data with Microsoft Power View

by Brian Larson, Mark Davis, Dan English, Paul Purington

May 2012

Intermediate to advanced

338 pages

7h 34m

English

McGraw-Hill

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Cover
Copyright
Dedication
About the Author
About the Technical Editor
Contents
Quick Task Reference
Acknowledgments
Introduction
Part I Using Power View

Chapter 1 Getting Started
The Evolution of Microsoft Business IntelligencePowerPivotAnalysis Services and the BI Semantic ModelLaunching Power ViewPower View and Microsoft SharePointRequired SoftwarePower View Data SourcesLaunching Power View Using a PowerPivot WorkbookLearn By Doing: Opening Power View Using a PowerPivot Workbook ConnectionLaunching Power View Using a Tabular BI Semantic ModelLearn By Doing: Opening Power View Using Tabular BI Semantic Model ConnectionsMicrosoft Power View User InterfaceCanvasField ListField WellFilters AreaView AreaRibbonSample DataWrap-Up
Chapter 2 The Table Visualization
VisualizationsThe Lifecycle of a Report in Power ViewStep 1: Launch Power ViewLearn By Doing: Opening Power View Using the Appropriate Model ConnectionStep 2: Design Your ReportLearn By Doing: Specifying the Report TitleLearn By Doing: Selecting a FieldLearn By Doing: Adding a Field to the Table VisualizationLearn By Doing: Adding More to the Table VisualizationStep 3: Enhance and Customize VisualizationsLearn By Doing: Accessing the Filters Area Using the RibbonLearn By Doing: Accessing the Filters Area Using the Show Filters IconLearn By Doing: Adding Filters to a VisualizationLearn By Doing: Formatting the TitleLearn By Doing: Sizing a VisualizationLearn By Doing: Using TilesStep 4: Save the ReportLearn By Doing: Saving a ReportWrap-Up
Chapter 3 Additional Visualizations
Setting the TableOpening a Power View ReportLearn By Doing: Opening a Power View Report for EditingEditing the Profit-and-Loss ReportLearn By Doing: Adding Sorting to the Table VisualizationIncluding ImagesEnhancing the Profit-and-Loss by Chain ReportLearn By Doing: Adding a View to a ReportLearn By Doing: Adding Images to a ReportNavigating the Profit-and-Loss by Chain ReportLearn By Doing: Navigating a Power View ReportEntering the MatrixCreating the MatrixLearn By Doing: Creating a Matrix ReportCalling All CardsCreating the CardsLearn By Doing: Creating a Hotel Inventory ReportWrap-Up
Chapter 4 Charting
The Charting AdvantageCreating a ChartLearn By Doing: Creating a ChartComponents of a ChartEnhancing the ChartLearn By Doing: Charting with Multiple ValuesChart IconsLearn By Doing: Changing the Sort Order in a ChartAdd to Chart Drop-down MenuLearn By Doing: Using the Add to Chart Drop-down MenuChart TitleTilesLearn By Doing: Adding Tiles and Locking the Vertical AxisData LabelsLearn By Doing: Adding Data LabelsChart TypesClustered Column ChartLearn By Doing: Adding a Second Value to a Clustered Column Chart100% Stacked Column ChartBar ChartLine ChartLearn By Doing: Manipulating a Line ChartScatter ChartLearn By Doing: Creating a Scatter ChartWrap-Up
Chapter 5 Bringing Your Data to Life
InteractivityPush PlayLearn By Doing: Adding a Play AxisThe SlicerLearn By Doing: Interactive Filtering Using a SlicerChart as SlicerLearn By Doing: Using Highlighting to Slice InformationPop Outs and Full ScreenLearn By Doing: Using Pop Out and Full Screen to Focus InReport Color StyleWrap-Up
Chapter 6 Sharing Reports
Saving Reports in SharePointSaving Reports in PowerPivot GalleriesLearn By Doing: Saving a Power View Report to a PowerPivot GalleryOpening Reports in Reading Mode vs. Edit ModeSecuritySecuring ReportsSecuring Data Sources and Data ConnectionsPrinting ReportsExporting Reports to PowerPointLearn By Doing: Exporting a Power View Report to PowerPointWrap-Up
Part II Creating a BI Semantic Model (BISM)
Chapter 7 BISM: Getting Started
The BI Semantic ModelRequirements for Developing Tabular BI Semantic ModelsRequirements for PowerPivotRequirements for Tabular Analysis Services ProjectsThe Development EnvironmentTabular BI Semantic Model Deployment RequirementsPowerPivot DeploymentTabular Analysis Services DeploymentTabular Environment Server ConfigurationsThe Single-Server EnvironmentThe Multiserver Farm EnvironmentAdditional SharePoint Setup ItemsPowerPivot Configuration ToolSQL Server Reporting Services SharePoint Integrated ModeWrap-Up
Chapter 8 Basic BI Semantic Model Design
Creating a BI Semantic Model from the Ground UpCreating a BI Semantic Model Using PowerPivot in ExcelLearn By Doing: Creating a BI Semantic Model Using PowerPivotCreating an Analysis Services Tabular BI Semantic Model in SQL Server Data ToolsLearn By Doing: Getting Started with SQL Server Data ToolsLearn By Doing: Creating a BI Semantic Model by Importing from PowerPivotBringing Additional Data into the BI Semantic ModelImporting Data from a New SourceLearn By Doing: Importing Data from an Excel FileAdding Data Using an Existing ConnectionLearn By Doing: Adding Data to a Model Using an Existing ConnectionLearn By Doing: Adding Data to a Model Using a QueryMaking the Model WorkTesting the Model: Analyzing in ExcelLearn By Doing: Analyzing Our In-Progress Model Using Microsoft ExcelEnhancing the ModelPutting It into PracticeLearn By Doing: Enhancing the ModelWrap-Up
Chapter 9 BI Semantic Model: Additional Model Features
Diagram ViewNavigating Diagram ViewLearn By Doing: Reopening a BI Semantic Model ProjectRelationships in Diagram ViewLearn By Doing: Creating Relationships in Diagram ViewRefining the ModelCalculated Columns and RelationshipsLearn By Doing: Adding a Calculated Date ColumnCleaning Up the ModelLearn By Doing: Hiding Columns Not Used for Business AnalysisLearn By Doing: Creating Additional MeasuresHierarchiesLearn By Doing: Creating HierarchiesLearn By Doing: Setting Sort By ColumnsFormatting Columns and MeasuresLearn By Doing: Formatting in the ModelPerspectivesLearn By Doing: Creating a PerspectiveKey Performance IndicatorsLearn By Doing: Creating a KPITable and Column Options and PropertiesImages in the ModelDescriptionsIdentifiers and DefaultsLearn By Doing: Setting Identifiers and DefaultsTable Storage and SecurityTable PartitioningLearn By Doing: Partitioning a TableRole SecurityWrap-Up
Chapter 10 Using DAX Expressions
DAX OperatorsComparison OperatorsArithmetic OperatorsLearn By Doing: Using Arithmetic Operators to Create Calculated ColumnsText OperatorLogical OperatorsDAX FunctionsFiltering FunctionsLearn By Doing: Using Filter FunctionsMath and Statistical FunctionsLearn By Doing: Using Mathematical and Statistical FunctionsDate and Time Intelligence FunctionsLearn By Doing: Using Date and Time Intelligence FunctionsText FunctionsLogical FunctionsLearn By Doing: Using Logical FunctionsInformation FunctionsLearn By Doing: Using Information FunctionsDAX QueriesTable QueriesLearn By Doing: Creating a DAX QueryWrap-Up
Chapter 11 Deploying Tabular BI Semantic Models
When to DeployDeploying and ProcessingWhat Is Deployment?What Is Processing?How to Deploy and Process a Tabular BI Semantic ModelPublishing a PowerPivot ModelLearn By Doing: Publishing a PowerPivot Workbook to SharePointLearn By Doing: Publishing a PowerPivot Workbook to the PowerPivot GalleryDeploying the Analysis Services Tabular ModelLearn By Doing: Deploying from SQL Server Data ToolsLearn By Doing: Deploying Using the Deployment WizardCreating Connections to the ModelLearn By Doing: Creating a BI Semantic Model ConnectionLearn By Doing: Creating a Report Data SourceWhat You Have Learned in This BookPart I: Using Power ViewPart II: Creating a BI Semantic Model (BISM)
Part III Appendixes
Appendix A Installing and Configuring the Sample Data
Restoring the DatabasesStep 1: Restoring the SQL Relational Database BackupLearn By Doing: Creating and Restoring the Relational DatabaseStep 2: Restoring the Tabular SSAS Database BackupLearn By Doing: Creating and Restoring the Tabular DatabaseAdditional Data SetupPowerPivot FileConnectionsReady to Begin
Appendix B Creating a Virtual Learning Environment
Required SoftwareConfiguring the EnvironmentStep 1: Setting Up the ServerLearn By Doing: Creating a Domain ControllerStep 2: Installing SharePoint 2010Learn By Doing: Installing SharePoint 2010 and SP1Step 3: Installing SQL Server 2012, Round 1Learn By Doing: Installing SQL Server—Database, SSAS Tabular, SSMS, SSDTStep 4: Installing SQL Server 2012, Round 2Learn By Doing: Installing SQL Server—PowerPivot and PowerPivot Configuration ToolStep 5: Installing SQL Server 2012, Round 3Learn By Doing: Installing SQL Server—Reporting Services SharePoint IntegrationStep 6: Setting Up Reporting Services in SharePointLearn By Doing: Installing the Reporting Services ApplicationStep 7: Setting Up Microsoft Office 2010 and PowerPivotLearn By Doing: Installing Microsoft Office 2010 and PowerPivot for ExcelStep 8: Setting Up SilverlightLearn By Doing: Installing Silverlight 5 (32-bit and 64-bit)Additional ReferencesInstalling the Sample Data and Connections
Index

Content preview from Visualizing Data with Microsoft Power View

About the Authors

Brian Larson served as a member of the original Reporting Services development team as a consultant to Microsoft. In that role, he contributed to the original code base of Reporting Services. Brian is currently the Vice President of Technology for Superior Consulting Services, a Microsoft Managed Partner, in Minneapolis, Minnesota.

Brian has presented at national conferences and events, including the SQL Server Magazine Connections Conference, the PASS Community Summit, and the Microsoft Business Intelligence Conference, and has provided training and mentoring on business intelligence across the country. He has been a contributor and columnist for SQL Server Magazine. In addition to this book, Brian is the author of Microsoft ...

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Visualizing Data with Microsoft Power View

by Brian Larson, Mark Davis, Dan English, Paul Purington

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
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