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Visualizing Data with Microsoft Power View

Book Description

Create and Distribute High-impact Microsoft Power View ReportsExplore data in insightful new ways and transform the way your enterprise uses BI with help from this expert guide. Visualizing Data with Microsoft Power View shows how to effectively analyze and communicate complex information through elegant interactive reports. Discover how to create and populate tables, connect to databases, build multi-view reports in real-time, and publish your results to end-users. BI Semantic Model development and administration are also covered in this comprehensive volume.

Table of Contents

  1. Cover 
  2. Copyright
  3. Dedication
  4. About the Author
  5. About the Technical Editor
  6. Contents 
  7. Quick Task Reference
  8. Acknowledgments
  9. Introduction
  10. Part I Using Power View
    1. Chapter 1 Getting Started
      1. The Evolution of Microsoft Business Intelligence
        1. PowerPivot
        2. Analysis Services and the BI Semantic Model
      2. Launching Power View
        1. Power View and Microsoft SharePoint
        2. Required Software
        3. Power View Data Sources
        4. Launching Power View Using a PowerPivot Workbook
          1. Learn By Doing: Opening Power View Using a PowerPivot Workbook Connection
        5. Launching Power View Using a Tabular BI Semantic Model
          1. Learn By Doing: Opening Power View Using Tabular BI Semantic Model Connections
      3. Microsoft Power View User Interface
        1. Canvas
        2. Field List
        3. Field Well
        4. Filters Area
        5. View Area
        6. Ribbon
      4. Sample Data
      5. Wrap-Up
    2. Chapter 2 The Table Visualization
      1. Visualizations
      2. The Lifecycle of a Report in Power View
        1. Step 1: Launch Power View
          1. Learn By Doing: Opening Power View Using the Appropriate Model Connection
        2. Step 2: Design Your Report
          1. Learn By Doing: Specifying the Report Title
          2. Learn By Doing: Selecting a Field
          3. Learn By Doing: Adding a Field to the Table Visualization
          4. Learn By Doing: Adding More to the Table Visualization
        3. Step 3: Enhance and Customize Visualizations
          1. Learn By Doing: Accessing the Filters Area Using the Ribbon
          2. Learn By Doing: Accessing the Filters Area Using the Show Filters Icon
          3. Learn By Doing: Adding Filters to a Visualization
          4. Learn By Doing: Formatting the Title
          5. Learn By Doing: Sizing a Visualization
          6. Learn By Doing: Using Tiles
        4. Step 4: Save the Report
          1. Learn By Doing: Saving a Report
      3. Wrap-Up
    3. Chapter 3 Additional Visualizations
      1. Setting the Table
        1. Opening a Power View Report
          1. Learn By Doing: Opening a Power View Report for Editing
        2. Editing the Profit-and-Loss Report
          1. Learn By Doing: Adding Sorting to the Table Visualization
      2. Including Images
        1. Enhancing the Profit-and-Loss by Chain Report
          1. Learn By Doing: Adding a View to a Report
          2. Learn By Doing: Adding Images to a Report
        2. Navigating the Profit-and-Loss by Chain Report
          1. Learn By Doing: Navigating a Power View Report
      3. Entering the Matrix
        1. Creating the Matrix
          1. Learn By Doing: Creating a Matrix Report
      4. Calling All Cards
        1. Creating the Cards
          1. Learn By Doing: Creating a Hotel Inventory Report
      5. Wrap-Up
    4. Chapter 4 Charting
      1. The Charting Advantage
        1. Creating a Chart
          1. Learn By Doing: Creating a Chart
        2. Components of a Chart
        3. Enhancing the Chart
          1. Learn By Doing: Charting with Multiple Values
        4. Chart Icons
          1. Learn By Doing: Changing the Sort Order in a Chart
        5. Add to Chart Drop-down Menu
          1. Learn By Doing: Using the Add to Chart Drop-down Menu
        6. Chart Title
        7. Tiles
          1. Learn By Doing: Adding Tiles and Locking the Vertical Axis
        8. Data Labels
          1. Learn By Doing: Adding Data Labels
      2. Chart Types
        1. Clustered Column Chart
          1. Learn By Doing: Adding a Second Value to a Clustered Column Chart
        2. 100% Stacked Column Chart
        3. Bar Chart
        4. Line Chart
          1. Learn By Doing: Manipulating a Line Chart
        5. Scatter Chart
          1. Learn By Doing: Creating a Scatter Chart
      3. Wrap-Up
    5. Chapter 5 Bringing Your Data to Life
      1. Interactivity
        1. Push Play
          1. Learn By Doing: Adding a Play Axis
        2. The Slicer
          1. Learn By Doing: Interactive Filtering Using a Slicer
        3. Chart as Slicer
          1. Learn By Doing: Using Highlighting to Slice Information
        4. Pop Outs and Full Screen
          1. Learn By Doing: Using Pop Out and Full Screen to Focus In
        5. Report Color Style
      2. Wrap-Up
    6. Chapter 6 Sharing Reports
      1. Saving Reports in SharePoint
        1. Saving Reports in PowerPivot Galleries
          1. Learn By Doing: Saving a Power View Report to a PowerPivot Gallery
        2. Opening Reports in Reading Mode vs. Edit Mode
      2. Security
        1. Securing Reports
        2. Securing Data Sources and Data Connections
      3. Printing Reports
      4. Exporting Reports to PowerPoint
        1. Learn By Doing: Exporting a Power View Report to PowerPoint
      5. Wrap-Up
  11. Part II Creating a BI Semantic Model (BISM)
    1. Chapter 7 BISM: Getting Started
      1. The BI Semantic Model
      2. Requirements for Developing Tabular BI Semantic Models
        1. Requirements for PowerPivot
        2. Requirements for Tabular Analysis Services Projects
        3. The Development Environment
      3. Tabular BI Semantic Model Deployment Requirements
        1. PowerPivot Deployment
        2. Tabular Analysis Services Deployment
      4. Tabular Environment Server Configurations
        1. The Single-Server Environment
        2. The Multiserver Farm Environment
      5. Additional SharePoint Setup Items
        1. PowerPivot Configuration Tool
        2. SQL Server Reporting Services SharePoint Integrated Mode
      6. Wrap-Up
    2. Chapter 8 Basic BI Semantic Model Design
      1. Creating a BI Semantic Model from the Ground Up
        1. Creating a BI Semantic Model Using PowerPivot in Excel
          1. Learn By Doing: Creating a BI Semantic Model Using PowerPivot
        2. Creating an Analysis Services Tabular BI Semantic Model in SQL Server Data Tools
          1. Learn By Doing: Getting Started with SQL Server Data Tools
          2. Learn By Doing: Creating a BI Semantic Model by Importing from PowerPivot
      2. Bringing Additional Data into the BI Semantic Model
        1. Importing Data from a New Source
          1. Learn By Doing: Importing Data from an Excel File
        2. Adding Data Using an Existing Connection
          1. Learn By Doing: Adding Data to a Model Using an Existing Connection
          2. Learn By Doing: Adding Data to a Model Using a Query
      3. Making the Model Work
        1. Testing the Model: Analyzing in Excel
          1. Learn By Doing: Analyzing Our In-Progress Model Using Microsoft Excel
        2. Enhancing the Model
        3. Putting It into Practice
          1. Learn By Doing: Enhancing the Model
      4. Wrap-Up
    3. Chapter 9 BI Semantic Model: Additional Model Features
      1. Diagram View
        1. Navigating Diagram View
          1. Learn By Doing: Reopening a BI Semantic Model Project
        2. Relationships in Diagram View
          1. Learn By Doing: Creating Relationships in Diagram View
      2. Refining the Model
        1. Calculated Columns and Relationships
          1. Learn By Doing: Adding a Calculated Date Column
        2. Cleaning Up the Model
          1. Learn By Doing: Hiding Columns Not Used for Business Analysis
          2. Learn By Doing: Creating Additional Measures
        3. Hierarchies
          1. Learn By Doing: Creating Hierarchies
          2. Learn By Doing: Setting Sort By Columns
        4. Formatting Columns and Measures
          1. Learn By Doing: Formatting in the Model
        5. Perspectives
          1. Learn By Doing: Creating a Perspective
        6. Key Performance Indicators
          1. Learn By Doing: Creating a KPI
      3. Table and Column Options and Properties
        1. Images in the Model
        2. Descriptions
        3. Identifiers and Defaults
          1. Learn By Doing: Setting Identifiers and Defaults
      4. Table Storage and Security
        1. Table Partitioning
          1. Learn By Doing: Partitioning a Table
        2. Role Security
      5. Wrap-Up
    4. Chapter 10 Using DAX Expressions
      1. DAX Operators
        1. Comparison Operators
        2. Arithmetic Operators
          1. Learn By Doing: Using Arithmetic Operators to Create Calculated Columns
        3. Text Operator
        4. Logical Operators
      2. DAX Functions
        1. Filtering Functions
          1. Learn By Doing: Using Filter Functions
        2. Math and Statistical Functions
          1. Learn By Doing: Using Mathematical and Statistical Functions
        3. Date and Time Intelligence Functions
          1. Learn By Doing: Using Date and Time Intelligence Functions
        4. Text Functions
        5. Logical Functions
          1. Learn By Doing: Using Logical Functions
        6. Information Functions
          1. Learn By Doing: Using Information Functions
      3. DAX Queries
        1. Table Queries
          1. Learn By Doing: Creating a DAX Query
      4. Wrap-Up
    5. Chapter 11 Deploying Tabular BI Semantic Models
      1. When to Deploy
      2. Deploying and Processing
        1. What Is Deployment?
        2. What Is Processing?
      3. How to Deploy and Process a Tabular BI Semantic Model
        1. Publishing a PowerPivot Model
          1. Learn By Doing: Publishing a PowerPivot Workbook to SharePoint
          2. Learn By Doing: Publishing a PowerPivot Workbook to the PowerPivot Gallery
        2. Deploying the Analysis Services Tabular Model
          1. Learn By Doing: Deploying from SQL Server Data Tools
          2. Learn By Doing: Deploying Using the Deployment Wizard
        3. Creating Connections to the Model
          1. Learn By Doing: Creating a BI Semantic Model Connection
          2. Learn By Doing: Creating a Report Data Source
      4. What You Have Learned in This Book
        1. Part I: Using Power View
        2. Part II: Creating a BI Semantic Model (BISM)
  12. Part III Appendixes
    1. Appendix A Installing and Configuring the Sample Data
      1. Restoring the Databases
        1. Step 1: Restoring the SQL Relational Database Backup
          1. Learn By Doing: Creating and Restoring the Relational Database
        2. Step 2: Restoring the Tabular SSAS Database Backup
          1. Learn By Doing: Creating and Restoring the Tabular Database
      2. Additional Data Setup
        1. PowerPivot File
        2. Connections
      3. Ready to Begin
    2. Appendix B Creating a Virtual Learning Environment
      1. Required Software
      2. Configuring the Environment
        1. Step 1: Setting Up the Server
          1. Learn By Doing: Creating a Domain Controller
        2. Step 2: Installing SharePoint 2010
          1. Learn By Doing: Installing SharePoint 2010 and SP1
        3. Step 3: Installing SQL Server 2012, Round 1
          1. Learn By Doing: Installing SQL Server—Database, SSAS Tabular, SSMS, SSDT
        4. Step 4: Installing SQL Server 2012, Round 2
          1. Learn By Doing: Installing SQL Server—PowerPivot and PowerPivot Configuration Tool
        5. Step 5: Installing SQL Server 2012, Round 3
          1. Learn By Doing: Installing SQL Server—Reporting Services SharePoint Integration
        6. Step 6: Setting Up Reporting Services in SharePoint
          1. Learn By Doing: Installing the Reporting Services Application
        7. Step 7: Setting Up Microsoft Office 2010 and PowerPivot
          1. Learn By Doing: Installing Microsoft Office 2010 and PowerPivot for Excel
        8. Step 8: Setting Up Silverlight
          1. Learn By Doing: Installing Silverlight 5 (32-bit and 64-bit)
      3. Additional References
      4. Installing the Sample Data and Connections
  13. Index