Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Module 10 Implementing a Tabular Data Model with Microsoft PowerPivot

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Module Overview Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Introduction to Tabular Data Models and PowerPivot Technologies Creating a Tabular Data Model by Using PowerPivot for Excel Sharing a PowerPivot Workbook and Using PowerPivot Gallery

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Lesson 1: Introduction to Tabular Data Models and PowerPivot Technologies Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot What Is a Tabular Data Model? Options for Creating Tabular Data Models PowerPivot Technologies Installing PowerPivot for Excel Installing PowerPivot for SharePoint

What Is a Tabular Data Model? Course 10778A What Is a Tabular Data Model? Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot An in-memory database that uses xVelocity in-memory technologies Based on the widely understood relational model Quick and easy to create Faster time to deployment Easier to learn than multidimensional models, so has a lower barrier to entry Scalability from desktop BI to organizational BI xVelocity in-memory compression technology was formerly known as “Vertipaq” xVelocity

Options for Creating Tabular Data Models Course 10778A Options for Creating Tabular Data Models Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Tabular Data Models in PowerPivot for Excel Create a tabular data model in a Microsoft Excel workbook Importing data automatically creates a tabular data model The data is stored in the Excel workbook Tabular Data Models in Microsoft SQL Server 2012 Analysis Services Create a tabular data model by using SQL Server Data Tools The data is stored in SQL Server 2012 Analysis Services There are additional features to support larger, more complex solutions: Row-level security Partitioning DirectQuery mode Deployment options

PowerPivot Technologies Course 10778A PowerPivot Technologies Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot PowerPivot for Excel Sophisticated desktop data analysis solution Increased autonomy for information workers Fast query response times DAX for custom measures and calculated columns Diagram view for management of tables and relationships Hierarchies and perspectives PowerPivot for SharePoint Portal for sharing and collaboration Gallery to browse and access workbooks and reports Server-side processing enables users to open workbooks in a browser Central management and security for workbooks

Installing PowerPivot for Excel Course 10778A Installing PowerPivot for Excel Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Prerequisites Microsoft Excel 2010 Microsoft .NET Framework 4 Microsoft Visual Studio 2010 Tools for .NET Runtime Automatically upgrade existing PowerPivot for Excel workbooks

Installing PowerPivot for SharePoint Course 10778A Installing PowerPivot for SharePoint Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Prerequisites Microsoft SharePoint Server 2010 Enterprise SharePoint Server 2010 Service Pack 1 Considerations Server must be a domain member Only one PowerPivot for SharePoint instance per server You must configure the server after installation You might need to configure Kerberos for some implementations

Lesson 2: Creating a Tabular Data Model by Using PowerPivot for Excel Course 10778A Lesson 2: Creating a Tabular Data Model by Using PowerPivot for Excel Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot The PowerPivot Ribbon Importing Tables from a Data Source Refreshing Data Adding Linked and Non-Linked Tables Creating and Managing Table Relationships Hierarchies Using PivotTable Tables and PivotChart Charts Using Slicers

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A The PowerPivot Ribbon Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Added to Excel on installation of PowerPivot for Excel add-in Makes PowerPivot features available in Excel worksheets PowerPivot window enables management of data connections, tables, measures, relationships, hierarchies, and perspectives

Importing Tables from a Data Source Course 10778A Importing Tables from a Data Source Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Create data source connections in Excel PowerPivot window Use a wide range of connection options including common third- party databases Automatically add related tables Filter out columns that are not required for analysis: Improves PowerPivot performance Simplifies user experience Provide table aliases for ease of use

Demonstration: Creating a PowerPivot Workbook Course 10778A Demonstration: Creating a PowerPivot Workbook Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot In this demonstration, you will see how to: Create a PowerPivot workbook Create a PivotTable from a PowerPivot data model Task 1: Create a PowerPivot workbook Ensure that the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA- SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod10 folder, run Setup.cmd as Administrator. Start Microsoft Excel 2010, and on the ribbon, click the PowerPivot tab. On the ribbon, click PowerPivot Window. Note that the workbook window is still open, and you can switch between the windows by clicking the Excel icon on the task bar or by clicking the Switch to Workbook button in the title bar of the PowerPivot window. In the PowerPivot window, on the ribbon, in the Get External Data area, click From Database, and then click From SQL Server. In the Table Import Wizard dialog box, change the Friendly connection name to Adventure Works DW; in the Server name box, type localhost; select Use Windows Authentication, and in the Database name list, click AdventureWorksDW. Then click Next. On the Choose How to Import the Data Page, choose the option to select from a list of tables and views, and click Next. On the Select Tables and Views page, select the FactResellerSales table and then click Select Related Tables. Review the tables that were selected, and unselect DimCurrency and DimPromotion. Then select DimGeography, DimProductSubcategory and DimProductCategory (which were not automatically selected because they are not directly related to FactInternetSales). Change the Friendly Name for all selected tables to remove the Dim or Fact prefix. Click the rows for the DimProductCategory table, and then click Preview and Filter. Then in the Preview Selected Table dialog box, uncheck the SpanishProductCategoryName, FrenchProductCategoryName, and Image column headers and click OK. This removes columns you do not plan to use in the data model. Click Finish to create the data model, and when the data for all tables is imported, click Close. Click each tab at the bottom of the PowerPivot window to view the tables in the model. Then, on the ribbon, in the View section, click Diagram View. This shows the relationships between the tables in the data model. On the ribbon, in the View section, click Data View to return to the tabbed tables, and click the ProductCategory tab. Double-click the column header for EnglishProductCategoryName and change the name to Category. Close the PowerPivot window (but not the Excel workbook).

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Refreshing Data Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Refresh data as source data changes Ensure up-to-date analysis Refresh all data or individual tables

Adding Linked and Non-Linked Tables Course 10778A Adding Linked and Non-Linked Tables Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Linked tables A table in PowerPivot linked to a table in an Excel worksheet The table in PowerPivot updates automatically as the linked table in Excel changes Non-linked tables You copy a range of cells in an Excel worksheet You use the Paste To New Table option to add the table to the PowerPivot window The table does not update automatically if the data in the worksheet changes

Creating and Managing Table Relationships Course 10778A Creating and Managing Table Relationships Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Automatically recognize relationships based on foreign keys Manually create relationships when they are not explicitly defined

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Hierarchies Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Create hierarchies in a PowerPivot table by using the diagram view Add hierarchies to PivotTable tables in Excel worksheets Product Category Product Subcategory Product Country State City

Demonstration: Creating a Hierarchy Course 10778A Demonstration: Creating a Hierarchy Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot In this demonstration, you will see how to: Create a hierarchy Task 1: Create a hierarchy If you did not complete the previous demonstration, ensure that the MIA-DC1 and MIA-SQLBI virtual machines are both running, and then log on to MIA-SQLBI as ADVENTUREWORKS\Student with the password Pa$$w0rd. Then in the D:\10778A\Demofiles\Mod10 folder, run Setup.cmd as Administrator. In the D:\10778A\Demofiles\Mod10 folder, double-click Demo.xlsx to open it in Microsoft Excel. On the ribbon, click the PowerPivot tab, and then click PowerPivot Window. The PowerPivot window may open behind the workbook, so minimize the workbook so you can see it. In the PowerPivot window, on the ribbon, in the Get External Data area, click the Refresh drop-down button and click Refresh All. In the Data Refresh dialog box, when all tables have been refreshed, click Close. In the PowerPivot window, on the ribbon, in the View area, click Diagram View. In the Sales Territory table, right-click the Sales Territory table header, click Create Hierarchy., type Location, and then press Enter. In the Sales Territory table, click Sales Territory Group, drag it onto the Location hierarchy, and then release it. In the Sales Territory table, click Country, drag it onto the Location hierarchy, and then release it. In the Sales Territory table, click Sales Territory Region, drag it onto the Location hierarchy, and then release it. Close the PowerPivot window, and return to the workbook and save it, but do not close it. You will return to it in a later demonstration..

Using PivotTable Tables and PivotChart Charts Course 10778A Using PivotTable Tables and PivotChart Charts Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot PivotTable tables show key measures: Display data at multiple levels of granularity Use formatting options for emphasis PivotChart charts provide a visually intuitive breakdown of data

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Using Slicers Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Filter data at the click of a button: PowerPivot calculates new values PivotTable tables and PivotChart charts update automatically Connect slicers to one or more PivotTable tables or PivotChart charts Use vertical or horizontal slicers to suit layout

Demonstration: Creating a PivotTable Table and a Slicer Course 10778A Demonstration: Creating a PivotTable Table and a Slicer Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot In this demonstration, you will see how to: Create a PivotTable table Create a slicer Task 1: Create a PivotTable table In the Demo.xlsx workbook, click the Demo worksheet tab. Click in cell B2. On the ribbon, on the PowerPivot tab, click PivotTable, and then click PivotTable. In the Create PivotTable dialog box, click Existing Worksheet, and then click OK. In the PowerPivot Field List, expand Reseller Sales, and then select Total Profit to add this column to the Values area. In the PowerPivot Field List, expand Sales Territory, and then select Location. Task 2: Create a slicer Expand Date, and then drag Calendar Year to the Slicers Horizontal area. In the slicer, click 2001, and then wait for the data in the PivotTable table to update. Repeat the previous step for 2002, 2003, and 2004. Click the Clear Filter button. Save and close Demo.xlsx.

Lesson 3: Sharing a PowerPivot Workbook and Using PowerPivot Gallery Course 10778A Lesson 3: Sharing a PowerPivot Workbook and Using PowerPivot Gallery Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Sharing PowerPivot for Excel Workbooks Using PowerPivot Gallery

Sharing PowerPivot for Excel Workbooks Course 10778A Sharing PowerPivot for Excel Workbooks Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Upload PowerPivot for Excel workbooks to PowerPivot Gallery on SharePoint: Browse workbooks and reports in the gallery View them in Windows Internet Explorer Open them in Excel for further analysis Use uploaded workbooks as data sources for Excel

Using PowerPivot Gallery Course 10778A Using PowerPivot Gallery Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Shows thumbnail previews of PowerPivot workbooks Offers different viewing options: Gallery All Documents Theater Carousel Click a workbook to open it in Internet Explorer

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Demonstration: Sharing a PowerPivot for Excel Workbook to PowerPivot Gallery Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot In this demonstration, you will see how to: Share a PowerPivot for Excel workbook to PowerPivot Gallery Task 1: Share a PowerPivot for Excel workbook to PowerPivot Gallery Click Start, and then click Internet Explorer. On the Adventure Works Portal - Home page, in the Libraries list, click PowerPivot Gallery. On the ribbon, click the Documents tab, click Upload Document, and then click Upload Document. In the PowerPivot Gallery – Upload Document dialog box, click Browse. In the Choose File to Upload box, navigate to D:\10778A\Demofiles\Mod10, click Demo.xlsx, and then click Open. In the PowerPivot Gallery – Upload Document dialog box, click OK. If the PowerPivot Gallery – Demo.xlsx dialog box appears, click Save. When the large Demo icon appears in the PowerPivot gallery, click it to open the workbook in Excel Services in the SharePoint site. Click the 2001 slicer and verify that you can interact with the shared workbook. At the top of the workbook page, in the breadcrumbs trail, click Adventure Works Portal. Then close Internet Explorer.

Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Course 10778A Lab Scenario Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Some senior business analysts at Adventure Works Cycles wants to analyze data for reseller sales in Microsoft Excel. These experienced employees are experienced users and should be able to create their own analytical models, without relying on the IT department creating a cube. You plan to empower these users to use PowerPivot to create and share tabular data models in Excel. Students will perform the lab in the role of a data analyst in the Adventure Works Cycles company, and: Create a tabular data model for reseller sales in a PowerPivot Excel workbook. Analyze data in the PowerPivot workbook. Upload the Power Pivot workbook to SharePoint and view it there. Use the PowerPivot workbook in SharePoint as a data source for an Excel PivotTable Point out that the instructions in the lab are deliberately designed to be high-level so that students need to think carefully about what they are trying to accomplish and work out how best to proceed for themselves. Encourage students to read the scenario information carefully and collaborate with each other to meet the scenario requirements. Remind students that if they find a particular task or exercise too challenging, they can find step-by-step instructions in the lab answer key.

Lab 10: Using PowerPivot for Excel Course 10778A Lab 10: Using PowerPivot for Excel Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot Exercise 1: Creating a Tabular Data Model by Using PowerPivot for Excel Exercise 2: Using a Tabular Data Model in Excel Exercise 3: Sharing a PowerPivot Workbook to PowerPivot Gallery Exercise 4: Using a PowerPivot Workbook as a Data Source In this lab, students will create a Microsoft® PowerPivot for Excel workbook; import data; customize the model by adding a calculated column, a measure, and a hierarchy; create PivotTable tables and PivotChart charts; and upload the workbook to PowerPivot Gallery. Exercise 1 In this exercise, students will import data into a PowerPivot for Excel workbook and prepare it for use. Exercise 2 In this exercise, students will add a PivotTable table, PivotChart charts, and slicers. Exercise 3 In this exercise, students will upload the workbook to PowerPivot Gallery. Exercise 4 In this exercise, students will use Excel to connect to the workbook and use it as a data source. Logon information Virtual machine MIA-SQLBI User name ADVENTUREWORKS\Student Password Pa$$w0rd Estimated time: 60 minutes

Module Review and Takeaways Course 10778A Module Review and Takeaways Module 10: Implementing a Tabular Data Model with Microsoft PowerPivot What are the differences between multidimensional data models and tabular data models? Why might you choose to create one rather than the other? What extra functionality does a SQL Server Analysis Services tabular data model offer over a PowerPivot for Excel tabular data model? How can information workers use the PowerPivot workbooks that individuals upload to PowerPivot Gallery? Review Questions Point the students to the appropriate section in the course so that they are able to answer the questions presented in this section. Some guidance for discussing the answers to the questions is included below. What are the differences between multidimensional data models and tabular data models? Why might you choose to create one rather than the other? Multidimensional models consist of cubes and dimensions and use Multidimensional Expressions (MDX). You create them by using Microsoft® Visual Studio®. You should typically use them for larger, more complex business intelligence (BI) solutions. Tabular data models, however, consist of tables and relationships and use Data Analysis Expressions (DAX). You can create them by using PowerPivot for Excel or Visual Studio. You should typically use them for personal BI scenarios and larger BI solutions that do not require the advanced features of multidimensional models. What extra functionality does a SQL Server Analysis Services tabular data model offer over a PowerPivot for Excel tabular data model? Row-level security, partitioning, and direct access mode. How can information workers use the PowerPivot workbooks that individuals upload to PowerPivot Gallery? They can open them in Windows® Internet Explorer®, open them in Microsoft Excel®, and use them as data sources.