Creating a Business Intelligence Solution with D&B Business Data & Excel 2013 BI Tools

26 03 2014

This series of video sessions will demonstrate how to create a business intelligence solution with sets of business data from multiple sources.  In the first session, I import business records from 5 different D&B data feeds using the Windows Azure Marketplace with desktop BI tools in Excel 2013 ProPlus.  In future sessions, I will combine public data sets, use features of Power BI and migrate to an enterprise scale BI solution with SQL Server, SSAS tabular and SharePoint.

D&B data fees in the Windows Azure Marketplace can be used to get detailed, current demographic and financial information about specific businesses or companies in different regions and categories.  These business records can be used for things like market analysis, sales, verification and research.

Session 1 – Getting started (48:00)
Analyzing Dunn & Bradstreet business records data from the Windows Azure Marketplace
using Excel 2013 Power Query, Power Pivot and Power View to create a basic dashboard

To watch this video with more playback controls, you can also view it on ScreenCast here.

Session 2 – Enhancing the Solution (32:00)
Combining Dunn & Bradstreet Customer Records with Public & Enterprise Data
Geographic visualization with Power Map, publishing to Power BI and using Q&A to search a model with natural language

FirstFrame

 

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Book Review of Microsoft Tabular Modeling Cookbook

18 02 2014

by Paul te Braak, from Packt Publishing
on Amazon

Good technology books usually come in one of two forms.  Some of the books on my shelves go deep technically, contain useful tidbits of code but read like the phonebook.  Just a few are interesting and insightful.  This book is a rare gem that does both.  Paul te Braak is well-known in the Business Intelligence community for his expertise and contributions and he delivers a unique guide that starts with the basics and proceeds to cover all of the essentials with depth and practical examples to solve some challenging business problems.

You might expect a book that introduces fundamental concepts to gloss-over advanced topics and avoid complex applications.  This book covers the essentials of data modeling and analysis with Excel and Power Pivot in language that is plain and easy to understand but it doesn’t stop with the basics.  It covers practical and useful applications without insulting the reader’s intelligence.  As an experienced data modeler, I found several useful techniques and new methods to use the tools and language.  Paul’s coverage of practical techniques spans the spectrum of business applications and product features.  This is a rare book that is not only a good tutorial with many hands-on examples that can be repeated by the reader but it’s also a great reference of useful techniques and code samples.

Highlights include:

  • The integration of Excel features such as ranges, tables, pivot tables and pivot charts with the additional features of Power Pivot and Power View that extend and enhance these capabilities
  • Examples and instructions are directed at Excel 2010 users and the author compares some the different features in Excel 2010 and Excel 2013.
  • Fundamentals of the DAX calculation language
  • Importing data as text, different date formats and implied data type columns
  • Beyond the basics, a schema.ini file is used to define column data types
  • Importing data from a database, working with database tables, views and queries, managing connections and challenges encountered running the table import wizard multiple times
  • Data feeds using OData and using a Reporting Services report to provide a data feed
  • Decisions a designer makes to enable the user’s experience when browsing a model.  This includes sorting values, navigating hierarchies that enable drill-down interaction. 
  • DAX “X” functions (SUMX, MINX, etc.) to perform row-level aggregation
  • Working with parent-child hierarchies using specialized DAX path functions. 
  • Advanced browsing features, adjusting pivot table options to optimize the user experience
  • Building and using KPIs and using alternate table relationships
  • Time calculations and date functions.  This chapter covers running totals and totals to date
  • Date part aggregate functions (MTD, YTD, etc.),
  • Essential data math and comparisons
  • LastYear and PriorPeriod functions, TotalYTD
  • Manufacturing calendar, working with “445” dates
  • Creating a dynamic relative time measure, using a shell dimension table
  • Using DatesBetween to show the average value for the past 10 days
  • Apply advanced modeling technique to bin, sort and rank values for reporting
  • Expand concepts introduced in chapter 3, using the DAX “X” functions to perform row iteration in advanced financial applications
  • Defining and working with many-to-many relationships.  This is often no trivial task to completely understand many-to-many relationship requirements and to apply a working solution that provides the intended results
  • Addressing inventory and stock-keeping challenges
  • Conditional aggregation at different levels
  • Budgeting and forecasting vs actuals
  • Programming Excel to enhance the users experience
  • Excel VBA event programming to respond to slicers
  • Using cube functions
  • Interacting with charts and slicers
  • Building solutions for the enterprise
  • Using the SSDS Tabular designer
  • Migrating Power Pivot models to Tabular server solutions
  • managing connections, implementing impersonation, managing security
  • Using roles and perspectives
  • Generating and using XMLA script
  • Defining and implementing role-based, dynamic row filtering
  • Performing currency conversion
  • Managing and optimizing  a Tabular solution
  • Deployment scenarios
  • Using SSDT to deploy and process models
  • Using the SSAS Deployment Wizard
  • Generating and using deployment scripts
  • Creating and managing partitions
  • Scheduling and executing processing tasks
  • Utilizing DirectQuery for real-time data results
  • Using Profiler to troubleshoot and optimizing a model
  • Querying a model using DAX
  • comparison of similar and different concepts in multidimensional and Tabular semantic models
  • Query with MDX
  • Query with DAX
  • DAX tools and debugging techniques
  • Using DAX query techniques to simulate SQL query operations
  • Column aliases, joins, filters, deriving tables
  • Samples and top ranked results
  • Using Power View to present results and visualize data
    • Essential design features
    • creating a table report
    • using a matrix to pivot results
    • time and data filters
    • advanced filters
    • creating charts
    • bar charts
    • stacked charts
    • cluster chart
    • using tiles to navigate sectioned results
    • using images
    • managing tables with default field sets
    • table behavior and cards
    • data categories and visual behaviors
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Power View for Multidimensional Cubes Released

1 06 2013

The Power View connectivity for Multidimensional Models has been released to the public as part of SQL Server 2012 Service Pack 1 Cumulative Update 4.  This announcement was made by Robert Bruckner to the SQL Server BI community last night, on May 31, 2013.  The official public announcement, posted by Siva Harinath, is on the Analysis Service & PowerPivot Blog.

In March, I posted about the public preview of the “Microsoft SQL Server 2012 With Power View For Multidimensional Models”.  Well, the official release is now available for those currently using SQL Server 2012.  When the preview became available a couple of months ago, I was very excited to test it out so I downloaded it, quickly scanned the release notes and then proceeded to upgrade an existing SQL Server 2012  SP1 development server.  What I missed in the release notes was the requirement to uninstall several existing components and then to install them from scratch.  That wasn’t as easy as I had hoped but it’s pretty typical for prereleased software to not include upgrade support.  After all, the product teams are focused on finishing features and debugging and not getting all the upgrades and installation details sorted out.  Those steps usually happen last in the release cycle.

Not to worry, this new capability is now part of the Cumulative Update 4 for SQL Server 2012. This means that it will be fully-supported as an upgrade to an existing SQL Server 2012 installation.  This is very exciting news.  If you have seen Power View demonstrated with new SSAS tabular models and PowerPivot models in Excel and SharePoint, you know what a simple and powerful data browsing and visualization tool it is.  Some people have been a little disappointed that Power View initially only worked with new xVelocity-based tabular models and not the multidimensional cubes built with SQL Server Analysis Services, that have become common in many Microsoft centered IT shops throughout the industry.

The Microsoft product teams have shared a lot of good news, like this, recently about BI innovations – with Power View in Excel 2013 and GeoFlow recently released.  They are likely to share even more good news in the weeks and months ahead.  It’s an exciting time to see some very impressive, powerful, fun to develop and fun to use BI business and IT tools all coming together to meet very real business problems.

I don’t know about you but I’m going to get this baby installed and working right away.  I have clients who have been waiting patiently (and some not so patiently) to use Power View with their existing cubes.  I love to be the bearer of good news.

As is usual when something noteworthy happens on the Microsoft BI community, Chris Webb has blog eloquently on the topic and with significant detail.  Read today’s post on his blog here.








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