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Tabular Modeling with SQL Server 2016 Analysis Services Cookbook
Tabular Modeling with SQL Server 2016 Analysis Services Cookbook

Tabular Modeling with SQL Server 2016 Analysis Services Cookbook: Create better operational analytics for your users with these business solutions

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Tabular Modeling with SQL Server 2016 Analysis Services Cookbook

Chapter 1.  Introduction to Microsoft Analysis Services Tabular Mode

In this chapter, we will cover the following recipes:

  • Learning about Microsoft Business Intelligence and SQL Server 2016
  • Understanding tabular mode
  • Learning what's new in SQL Server 2016 tabular mode
  • Importing sample datasets
  • Understanding basic concepts

Introduction

Microsoft continues to add and enhance the business intelligence offerings that are included with SQL Server. With the release of SQL Server 2012, Microsoft added Tabular Mode for Analysis services as a deployment option. Unlike traditional multidimensional Analysis Services models that write to disk and require special model design and implementation, tabular models are created using basic relational data models. Then, using in-memory technology, the model is deployed to RAM for faster access to the data. Microsoft has created a new query language to interact with the Tabular model named Data Analysis Expressions, or DAX for short. For new BI developers' tabular models can be an easier way to get started with delivering business results.

For experienced developers, Tabular models can offer an additional method to develop BI solutions. You can develop robust completed solutions or quickly develop prototypes without investing heavily in ETL or Star Schema designs.

In order to take advantage of this technology you need to understand the basics of tabular models and how they work. This chapter focuses on the background you need to get started with designing and deploying tabular models.

After reading this section, you will understand what tabular mode in SQL Server Analysis Services is. You will also learn the basic components required to create a tabular model and how to import data into your first project.

Every tabular model begins with data that you import into your project. This chapter teaches you the skills required to get started by importing a list of states in the United States and a short list of famous United States landmarks. By using these two small tables and their data, you will learn all of the core components of tabular modeling. Later you will use a much larger sample dataset from the state of Iowa to build a complete tabular model solution.

Learning about Microsoft Business Intelligence and SQL Server 2016

In SQL Server 2016, Microsoft has added many new features to the Business Intelligence stack. The Microsoft BI Stack refers to the components most used with creating data insights. These include Reporting Services, Analysis Services, and Integration Services.

Reporting Services is a standalone enterprise reporting platform. It can connect to a wide variety of data sources that allow you to create rich and powerful reports for your users.

Analysis Services includes traditional OLAP solutions as well as the newer tabular mode version. With Analysis Services you can create analytical solutions that enable your users to quickly explore the data without writing code. In addition, you can add custom calculations to create KPI's, trends, and show period over period growth to the values in the model.

Integration Services is an enterprise data integration solution. You can design and build robust ETL solutions that move data across your enterprise. In addition, you can add steps to transform, clean, or analyze the data while it is being moved to improve the data for your users.

Business intelligence projects are primarily concerned with turning raw data into business information. Source systems store and collect data to process transaction such as making an online purchase. Business intelligence systems look to gather individual transactions and present the data to business users to improve the operations of a business. BI solutions can be created for any industry. In financial industries you can monitor cash flow, expenses, and revenue. You can also create KPIs that let you know when critical metrics are hit or missed. For marketing, you can combine data from various systems, both internal and external, such as Twitter or Facebook to create a comprehensive view of customer interactions. This can help you know how well your marketing campaigns are working and which ones are most effective. In retail industries you can build solutions to track customer purchases and changes in customer patterns over time. For example, questions such as how many users made purchases over the last seven days, or what is the average purchase price per customer are typical BI questions.

This book focuses on Analysis Services, specifically the Tabular Mode engine. Developers can leverage this engine to create high-performing BI solutions that provide valuable data to your business users.

Understanding tabular mode

Microsoft SQL Server Analysis Services can be deployed in two ways, multidimensional mode or tabular mode. Tabular mode is the newest way to build and deploy BI solutions and it requires installation of the Analysis Services engine in Tabular mode within your SQL Server Installation. Once installed you design and build Tabular models in SQL Server Data Tools (SSDT). SSDT is installed inside Visual Studio and allows for a complete development experience within a single tool. You can design, build, and refactor your database solutions. When development is complete you deploy from your desktop SSDT solution to the Tabular model server. Once deployed your users are able to connect to the models and can explore and leverage the data.

Tabular models are deployed in memory or in DirectQuery mode and deliver fast access to the data from a variety of client tools.

Learning what's new in SQL Server 2016 tabular mode

The release of SQL Server 2016 includes a variety of enhancements for Tabular mode in the areas of modeling, instance management, scripting, DAX, and developer interfaces. These changes continue to make designing and building Tabular modes easier to provide better value to your business.

Modeling

Modeling is where you start with tabular mode. All users will connect to the server and access the data provided from a model. As a designer, you will spend most of your time inside the Tabular Model adding data, creating relationships, and custom calculations. With the SQL Server 2016 release, tabular models have a compatibility level of 1,200.

If you have used prior editions of SQL Server to build Tabular Models you will notice right away the designer is much faster in this release. When modeling in SQL Server Data Tools, you will notice that the performance of tabular models has been improved. Design changes will occur faster than previous versions, such as creating a relationship or copying a table. Also included now is the ability to create folders to organize your model for better end user navigation. This enables you to group your data into logical folders such as Sales, Regions, Gross, Net, and so on, and it also helps your users know where to go for data instead of a long list of values.

If you need the ability to store multiple definitions for a name or a description to account for different languages, this ability is handled under the Translation tab of the model. For instance, you could store Customer Name in English and provide a variety of cultural translations as required.

In this release, you can now deploy to a variety of environments, as you have been able to do with multidimensional modeling. Developers can develop and deploy to a test environment. Then if you need to deploy to a UAT environment on a different server, you can do that by leveraging the configuration manager.

Instance management

After setting up and configuring tabular mode on a server that is known as an instance, you can have multiple instances running on the same server provided you have enough hardware to run all instances. Each instance can have different properties, security, and configurations based on your needs.

An SQL Server 2016 Tabular mode instance can now run prior versions of tabular services. This allows for compatibility level 1,100 and 1,103 models to be run without the requirement of upgrading the model to the current release and redeploying the model to the instance.

Scripting

Microsoft continues to add functionality to improve the ability to write scripts for tabular models. Scripting allows you to write code that will perform actions instead of using the visual design tools such as SSDT or SQL Server Management Studio.

PowerShell cmdlets are able to be used, such as Invoke-ProcessAsDatabase and Invoke-ProcessTable cmdlet.

DAX

DAX is the language that you will use the most inside tabular models. New in this release is an improved formula editor. When creating formulas inside the formula bar functions, fields and measures are color coded. The intelligence function inspects your formula as you create it to let you know any known errors. In line comments can now be added to help document your function by using //. The creation of DAX measures no longer requires the measure to be complete. You can now save incomplete DAX measures in your model and complete them at a later time.

Importing sample datasets

For the examples in this chapter you will import two sets of data to create tables inside the model. This first table is a list of all states in the United States plus the District of Columbia. The second data set is a short list of famous landmarks.

Note

These examples are available at https://github.com/derekewilson/SSAS_2016_Tabular_Model.

Getting ready

This example assumes you have a working tabular mode server and SQL Server Data Tools installed.

How to do it...

  1. Open Visual Studio, select File and then New Project.
  2. On the next screen select Analysis Services Tabular Project to create a new Analysis Service tabular project.

    How to do it...

  3. Select Model from the menu and Import from Data Source.

    How to do it...

  4. Select Excel File from the bottom of the Table Import Wizard and click Next.

    How to do it...

  5. Browse to the location of the US States.xlsx file. Check the Use first row as column headers box.

    How to do it...

  6. Select the Service Account to specify a user that has access to the data source. Click Next.

    How to do it...

  7. Review the Source Table information and click Finish.

    How to do it...

  8. Click Close after successfully importing the data.

    How to do it...

  9. Now repeat steps 4-8 and import into the data the Famous Landmarks.csv file.

How it works...

Let's review what was done in the previous steps for this first recipe. In steps 1 and 2 we created a new Tabular Model project and selected the option to import data. Then in steps 3 and 4 we selected the source data type of Excel and chose the file to import that included a list of the States in the USA. During step 5 we selected how the data source can be accessed via user security. In step 6, we reviewed the import process and started loading the data. In step 7 we were able to see that the data was successfully imported. Then you repeated the process to import the Famous Landmarks file. You now have two data tables loaded into your model that Tabular mode can use.

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Key benefits

  • Build and deploy Tabular Model projects from relational data sources
  • Leverage DAX and create high-performing calculated fields and measures
  • Create ad-hoc reports based on a Tabular Model solution
  • Useful tips to monitor and optimize your tabular solutions

Description

SQL Server Analysis Service (SSAS) has been widely used across multiple businesses to build smart online analytical reporting solutions. It includes two different types of modeling for analysis services: Tabular and Multi Dimensional. This book covers Tabular modeling, which uses tables and relationships with a fast in-memory engine to provide state of the art compression algorithms and query performance. The book begins by quickly taking you through the concepts required to model tabular data and set up the necessary tools and services. As you learn to create tabular models using tools such as Excel and Power View, you’ll be shown various strategies to deploy your model on the server and choose a query mode (In-memory or DirectQuery) that best suits your reporting needs. You’ll also learn how to implement key and newly introduced DAX functions to create calculated columns and measures for your model data. Last but not least, you’ll be shown techniques that will help you administer and secure your BI implementation along with some widely used tips and tricks to optimize your reporting solution. By the end of this book, you’ll have gained hands-on experience with the powerful new features that have been added to Tabular models in SSAS 2016 and you’ll be able to improve user satisfaction with faster reports and analytical queries.

Who is this book for?

This book is for SQL BI professionals and Architects who want to exploit the full power of the new Tabular models in Analysis Services. Some knowledge of previous versions of Analysis services would be helpful but is not essential.

What you will learn

  • Learn all about Tabular services mode and how it speeds up development
  • Build solutions using sample datasets
  • Explore built-in actions and transitions in SSAS 2016
  • Implement row-column, and role-based security in a Tabular Data model
  • Realize the benefits of in-memory and DirectQuery deployment modes
  • Get up to date with the new features added to SQL Server 2016 Analysis Services
  • Optimize Data Models and Relationships Usage
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Table of Contents

11 Chapters
1. Introduction to Microsoft Analysis Services Tabular Mode Chevron down icon Chevron up icon
2. Setting up a Tabular Mode Environment Chevron down icon Chevron up icon
3. Tabular Model Building Chevron down icon Chevron up icon
4. Working in Tabular Models Chevron down icon Chevron up icon
5. Administration of Tabular Models Chevron down icon Chevron up icon
6. In-Memory Versus DirectQuery Mode Chevron down icon Chevron up icon
7. Securing Tabular Models Chevron down icon Chevron up icon
8. Combining Tabular Models with Excel Chevron down icon Chevron up icon
9. DAX Syntax and Calculations Chevron down icon Chevron up icon
10. Working with Dates and Time Intelligence Chevron down icon Chevron up icon
11. Using Power BI for Analysis Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.7
(3 Ratings)
5 star 66.7%
4 star 0%
3 star 0%
2 star 0%
1 star 33.3%
Loraine Aug 15, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As described
Amazon Verified review Amazon
Charanya S Jul 31, 2019
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Great book to get started with tabular modeling. Must have resource for any professional Microsoft BI designer/ developer looking to get most out of SSAS tabular modeling, DAX measures and introduction to Power BI.
Amazon Verified review Amazon
Robby Jul 11, 2019
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Here's a message to Packt's genius marketing... I have purchased FAR less of your books because for some asinine reason you don't allow me to preview the book on Amazon. If I can't look at a few chapters, I ain't buying that d@nm thing.
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