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BUILDING YOUR FIRST ANALYSIS SERVICES
TABULAR BI SEMANTIC MODEL WITH SQL
SERVER 2012
Frederik Vandeputte
Partner @Kohera
President @SQLUG.BE
frederik.vandeputte@kohera.be
AGENDA
• Introduction
• Demo
• Wrap Up
ANALYSIS SERVICES: TODAY

      Broad adoption
      “Customers in the Magic Quadrant survey report that their Microsoft
      average deployment sizes are now larger than any other vendor in
      the survey in terms of users.”
      “Use of OLAP functionality by Microsoft customers is more than
      double that for the rest of the survey respondents.”

      Source: Gartner Magic Quadrant for BI Platforms, 2011


      Large ecosystem
      "Wide availability of skills is among the top reasons customers select Microsoft over competing vendors.”

      Source: Gartner Magic Quadrant for BI Platforms, 2011




      Highest rated infrastructure and development tools
      “Microsoft customers rate its BI platform infrastructure and development tools among the highest
      compared to other vendors, and a higher percentage of customers use them extensively.”

      Source: Gartner Magic Quadrant for BI Platforms, 2011

3
ANALYSIS SERVICES: TOMORROW
  Build on the strengths
                              Embrace the relational
  and success of Analysis
                              data model – well
  Services and expand its
                              understood by
  reach to a much
                              developers and IT Pros
  broader user base




  Bring together the
  relational and              Provide flexibility in the
  multidimensional            platform to suit the
  models under a single       diverse needs of BI
  unified BI platform –       applications
  best of both worlds!
BI SEMANTIC MODEL

                                One Model for all End User Experiences

             Client Tools
         Analytics, Reports, Scorecards,
          Dashboards, Custom Apps


    BI Semantic Model
                   Data model
                   Business logic                Personal BI               Team BI            Organizational BI
                   and queries                 PowerPivot for Excel   PowerPivot for SharePoint   Analysis Services

                   Data access


            Data Sources
   Databases, LOB Applications, OData Feeds,
            Spreadsheets, Text Files
BI SEMANTIC MODEL: ARCHITECTURE
       Third-party     Reporting                               SharePoint
                                         Excel   PowerPivot
       applications     Services                                Insights




        Databases     LOB Applications   Files   OData Feeds   Cloud Services
SO WHAT’S ANALYSIS SERVICES TABULAR ANYWAY

•   “Server Side version of PowerPivot v1”
•   Development in Visual Studio, not in Excel
•   Adding PowerPivot v2 features
•   Adding Enterprise features like
    •   security
    •   partitions
    •   management
    •   ...
WHAT’S NEW COMPARED TO POWERPIVOT V1
• Richer Models
  •   KPIs
  •   Descriptions
  •   Persisted formatting
  •   Advanced sorting
  •   Mark as Date Table
  •   Distinct count
  •   Drill-through
  •   Perspectives
  •   Hierarchies
  •   Multiple relationships
  •   Parent child
DEMO TIME
ABOUT THE DEMO
• Built a first SSAS Tabular model from scratch
• Enhance the model step by step
• Compare and highlight differences with PowerPivot and
  SSAS Multidimensioal (OLAP)
GETTING STARTED – 3 NEW OPTIONS
THE WORKSPACE DATABASE

•   Can be local or remote server
•   Holds in memory “development copy” of model
•   Databasename = ProjectName + username + GUID
•   Analyze in Excel connects to workspace DB
•   No need to redeploy to see changes in Excel or Cube browser
MEASURES MUST BE EXPLICITELY CREATED

• PowerPivot will create implicit measures when you drag a column
  to the values area in a pivot table
• Not possible in BISM (No_ measure defined)
• Like in SSAS OLAP – measures must be created explicitely
• Eeasiest way: AutoSum in SQL Data Tools
HIDE COLUMNS FROM CLIENT TOOLS

• Make your model user friendly
• Hide (surrogate) key columns
• Hide columns used in formulas
 • Hide SalesAmount
 • Sum of Sales Amount visible
DAX DATA ANALYSIS EXPRESSION
• DAX = Data Analysis Expressions
• Launched with PowerPivot
• DAX goals
    • Make data analysis really easy
    • Used relationships defined in PowerPivot/BISM model (no need for VLOOLUP)
•   Excel like Syntax
•   Support for +/- 80 Excel function
•   35 Built in Time Intelligence functions
•   + Additional functions
WHAT CAN WE DO WITH DAX
• Create caclulated columns
• Create calculated measures
• Define security in the model
• Query the BI Semantic Model
 • out of scope of this presentation
 • Power View uses DAX as a query language
CALCULATED COLUMNS
•   Just another column in a table
•   Similar to named calculations in SSAS OLAP Datasource views
•   Calculated after data has been loaded (cube processing)
•   Can be placed in colums, rows, filters and slicers
•   Evaluated in row context
•   Examples
    • [Amount] =[Qty] *[Price]
    • [Full Name]     = [First Name] & “ “ & [Last Name]
CALUCATED MEASURES
• Created in the measure grid
• Calculated “on the fly”
• Can only be placed in values area of PivotTables
• Evaluated in filter context
 • Rows/Columns/filters/Slicers
• Examples
 • [Sales]     = SUM (Sales[Amount])
 • [Average Sale] = AVERAGEX ( Sales, Sales[Amount])
DATE CALCULATIONS
• TOTALYTD function
  • Calculated Year To Date Values
  • SalesAmtYTD:=TOTALYTD(SUM(AutoSales[SalesAmount]);Dates[Date])




                                             WRONG RESULTS
CREATE A DATE DIMENSION
•   Mark Time Dimension Table as Date
•   Use data column from Time dimension in Calculations
•   Sort Columns By key column
•   Create Hierarchies (in Diagram view)


                        CORRECT RESULTS
KPIS
DAX EDITOR
• Code highlighting
• No intellisense
• Free download at http://daxeditor.codeplex.com/
NO DETECTION OF MISSING RELATIONSHIPS
• PowerPivot detects missing relationships
• No warning in SSAS Tabular
• Create relationships manual
PERSPECTIVES
SECURITY
PARTITIONS
MANAGEBILITY OF YOUR BISM CUBES
• Via SSMS
  •   Backup/Restore
  •   Script
  •   Deploy
  •   Partition and security Managements
• SSIS
  • Analysis Services Processing Task
• AMO/ADOMD/PowerShell
• Other tools
  • Deplyoment wizard, msbuild, source control, ..
CONCLUSIONS
• Tabular model vs traditional SSAS OLAP cubes
  • Easier learing curve
  • No MDX, but DAX
  • Not all SSAS OLAP features are available in BISM tabular
    o   SCOPE statements
    o   Write Back
    o   Native support for many to many dimensions
    o   ...
• Personal BI -> Team BI – Corporate BI
• PowerPivot for Excel  PowerPivot for Sharepoint  BISM
• Watch Kasper’s session tonight on Power View
SOME RESOURCES
• Blogs
  •   http://www.vandeputte.org (Frederik Vandeputte)
  •   http://www.powerpivotblog.nl/ (Kasper De Jonge)
  •   http://sqlblog.com/blogs/marco_russo/ (Marco Russo)
  •   http://sqlblog.com/blogs/alberto_ferrari/ (Alberto Ferrari)
  •   http://cathydumas.com/ (Cathy Dumas new)
  •   http://blogs.msdn.com/b/cathyk/ (Cathy Dumas old)
• Sites
  • http://social.technet.microsoft.com/wiki/contents/articles/277.powerpivot-
    overview.aspx (PowerPivot Wiki)
  • http://www.powerpivot-info.com/
  • www.sqlug.be
  • www.kohera.be
THANK YOU

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Building your first Analysis Services Tabular BI Semantic model with SQL Server 2012

  • 1. BUILDING YOUR FIRST ANALYSIS SERVICES TABULAR BI SEMANTIC MODEL WITH SQL SERVER 2012 Frederik Vandeputte Partner @Kohera President @SQLUG.BE frederik.vandeputte@kohera.be
  • 3. ANALYSIS SERVICES: TODAY Broad adoption “Customers in the Magic Quadrant survey report that their Microsoft average deployment sizes are now larger than any other vendor in the survey in terms of users.” “Use of OLAP functionality by Microsoft customers is more than double that for the rest of the survey respondents.” Source: Gartner Magic Quadrant for BI Platforms, 2011 Large ecosystem "Wide availability of skills is among the top reasons customers select Microsoft over competing vendors.” Source: Gartner Magic Quadrant for BI Platforms, 2011 Highest rated infrastructure and development tools “Microsoft customers rate its BI platform infrastructure and development tools among the highest compared to other vendors, and a higher percentage of customers use them extensively.” Source: Gartner Magic Quadrant for BI Platforms, 2011 3
  • 4. ANALYSIS SERVICES: TOMORROW Build on the strengths Embrace the relational and success of Analysis data model – well Services and expand its understood by reach to a much developers and IT Pros broader user base Bring together the relational and Provide flexibility in the multidimensional platform to suit the models under a single diverse needs of BI unified BI platform – applications best of both worlds!
  • 5. BI SEMANTIC MODEL One Model for all End User Experiences Client Tools Analytics, Reports, Scorecards, Dashboards, Custom Apps BI Semantic Model Data model Business logic Personal BI Team BI Organizational BI and queries PowerPivot for Excel PowerPivot for SharePoint Analysis Services Data access Data Sources Databases, LOB Applications, OData Feeds, Spreadsheets, Text Files
  • 6. BI SEMANTIC MODEL: ARCHITECTURE Third-party Reporting SharePoint Excel PowerPivot applications Services Insights Databases LOB Applications Files OData Feeds Cloud Services
  • 7. SO WHAT’S ANALYSIS SERVICES TABULAR ANYWAY • “Server Side version of PowerPivot v1” • Development in Visual Studio, not in Excel • Adding PowerPivot v2 features • Adding Enterprise features like • security • partitions • management • ...
  • 8. WHAT’S NEW COMPARED TO POWERPIVOT V1 • Richer Models • KPIs • Descriptions • Persisted formatting • Advanced sorting • Mark as Date Table • Distinct count • Drill-through • Perspectives • Hierarchies • Multiple relationships • Parent child
  • 10. ABOUT THE DEMO • Built a first SSAS Tabular model from scratch • Enhance the model step by step • Compare and highlight differences with PowerPivot and SSAS Multidimensioal (OLAP)
  • 11. GETTING STARTED – 3 NEW OPTIONS
  • 12. THE WORKSPACE DATABASE • Can be local or remote server • Holds in memory “development copy” of model • Databasename = ProjectName + username + GUID • Analyze in Excel connects to workspace DB • No need to redeploy to see changes in Excel or Cube browser
  • 13. MEASURES MUST BE EXPLICITELY CREATED • PowerPivot will create implicit measures when you drag a column to the values area in a pivot table • Not possible in BISM (No_ measure defined) • Like in SSAS OLAP – measures must be created explicitely • Eeasiest way: AutoSum in SQL Data Tools
  • 14. HIDE COLUMNS FROM CLIENT TOOLS • Make your model user friendly • Hide (surrogate) key columns • Hide columns used in formulas • Hide SalesAmount • Sum of Sales Amount visible
  • 15. DAX DATA ANALYSIS EXPRESSION • DAX = Data Analysis Expressions • Launched with PowerPivot • DAX goals • Make data analysis really easy • Used relationships defined in PowerPivot/BISM model (no need for VLOOLUP) • Excel like Syntax • Support for +/- 80 Excel function • 35 Built in Time Intelligence functions • + Additional functions
  • 16. WHAT CAN WE DO WITH DAX • Create caclulated columns • Create calculated measures • Define security in the model • Query the BI Semantic Model • out of scope of this presentation • Power View uses DAX as a query language
  • 17. CALCULATED COLUMNS • Just another column in a table • Similar to named calculations in SSAS OLAP Datasource views • Calculated after data has been loaded (cube processing) • Can be placed in colums, rows, filters and slicers • Evaluated in row context • Examples • [Amount] =[Qty] *[Price] • [Full Name] = [First Name] & “ “ & [Last Name]
  • 18. CALUCATED MEASURES • Created in the measure grid • Calculated “on the fly” • Can only be placed in values area of PivotTables • Evaluated in filter context • Rows/Columns/filters/Slicers • Examples • [Sales] = SUM (Sales[Amount]) • [Average Sale] = AVERAGEX ( Sales, Sales[Amount])
  • 19. DATE CALCULATIONS • TOTALYTD function • Calculated Year To Date Values • SalesAmtYTD:=TOTALYTD(SUM(AutoSales[SalesAmount]);Dates[Date]) WRONG RESULTS
  • 20. CREATE A DATE DIMENSION • Mark Time Dimension Table as Date • Use data column from Time dimension in Calculations • Sort Columns By key column • Create Hierarchies (in Diagram view) CORRECT RESULTS
  • 21. KPIS
  • 22. DAX EDITOR • Code highlighting • No intellisense • Free download at http://daxeditor.codeplex.com/
  • 23. NO DETECTION OF MISSING RELATIONSHIPS • PowerPivot detects missing relationships • No warning in SSAS Tabular • Create relationships manual
  • 27. MANAGEBILITY OF YOUR BISM CUBES • Via SSMS • Backup/Restore • Script • Deploy • Partition and security Managements • SSIS • Analysis Services Processing Task • AMO/ADOMD/PowerShell • Other tools • Deplyoment wizard, msbuild, source control, ..
  • 28. CONCLUSIONS • Tabular model vs traditional SSAS OLAP cubes • Easier learing curve • No MDX, but DAX • Not all SSAS OLAP features are available in BISM tabular o SCOPE statements o Write Back o Native support for many to many dimensions o ... • Personal BI -> Team BI – Corporate BI • PowerPivot for Excel  PowerPivot for Sharepoint  BISM • Watch Kasper’s session tonight on Power View
  • 29. SOME RESOURCES • Blogs • http://www.vandeputte.org (Frederik Vandeputte) • http://www.powerpivotblog.nl/ (Kasper De Jonge) • http://sqlblog.com/blogs/marco_russo/ (Marco Russo) • http://sqlblog.com/blogs/alberto_ferrari/ (Alberto Ferrari) • http://cathydumas.com/ (Cathy Dumas new) • http://blogs.msdn.com/b/cathyk/ (Cathy Dumas old) • Sites • http://social.technet.microsoft.com/wiki/contents/articles/277.powerpivot- overview.aspx (PowerPivot Wiki) • http://www.powerpivot-info.com/ • www.sqlug.be • www.kohera.be

Notas del editor

  1. PowerPivot is new, self-service BI, relationship with AnalysisMature product, been out there since SQL 7.0, 5 major releases, Denali will be the Leading OLAP server, rich ecosystem of partners and ISVsUnprecedented scale, going beyond the traditional scope of BI applications
  2. Where do we want to take this product. Multi-release, multi-year vision for the productSometimes you want fast time to solution, sometimes you want complex calculations and huge scaleBISM is the name we give to Analysis Services that encompasses these goals
  3. Carry forward the existing ecosystem of client applicationsLook a bit deeper into the conceptual architectureCall out PowerPivot as a clientMDX versus DAXData access: cache the data or pass it through Vertipaq new in-memorycolunmstore, compression, blazing fast perf. No aggregations or tuning. Same as PowerPivot for Excel and SharePoint.