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Melbourne CBD SQL PASS Chapter 12 December, 2011 Exploring PowerPivot for Excel and Power View in SQL Server 2012

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Page 1: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

Melbourne CBD SQL PASS Chapter

12 December, 2011

Exploring PowerPivot for Excel and Power View in SQL Server 2012

Page 2: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

3© 2011 SolidQ

Presenter Introduction

•Peter Myers

•Mentor, SolidQ

•BBus, MCITP (Dev, DBA, BI), MCT, MVP

•14 years of experience designing and developing software solutions using Microsoft products, today specializing in Microsoft Business Intelligence

•Based in San Francisco

[email protected]

Page 3: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

4© 2011 SolidQ

Agenda

• SQL Server 2012 Analysis Services

• Introducing the BI Semantic Model

• Introducing Power View

• Demonstration

• Exploring PowerPivot 2012

• New Modeling Features

• New Designer Features

• New DAX Functions

• Demonstration

• Resources

Page 4: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

5© 2011 SolidQ

SQL Server 2012 Analysis Services

• From strength to strength, SQL Server 2012 (formerly Code Name “Denali”) will deliver the fifth release of Analysis Services

•New features and enhancements are based on:

• A vision to expand data model development to a broader user base

• Embracing the tabular data model, as introduced in SQL Server 2008 R2 with PowerPivot

• Unifying tabular and multidimensional models under a single platform – the BI Semantic Model

Page 5: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

DAX Query

6© 2011 SolidQ

MDX

Third-PartyApplications

ReportingServices

Excel PowerPivotSharePointInsights

PowerView

LOBApplications

FilesODataFeeds

Cloud Services

RelationalDatabases

DeployedBI Semantic Model

Page 6: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

7© 2011 SolidQ

Introducing the BI Semantic ModelContinued

Team BIPowerPivot for SharePoint

Personal BIPowerPivot for

Excel

Corporate BIAnalysis Services

Page 7: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

8© 2011 SolidQ

Introducing Power View

•Power View (formerly Project “Crescent”) is an interactive data exploration, visualization, and presentation experience

• Highly visual design experience

• Rich meta-driven interactivity

• Presentation-ready at all times

•Provides intuitive ad-hoc reporting for business users such as data analysts, business decision makers, and information workers

Page 8: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

9© 2011 SolidQ

Introducing Power ViewReporting Audience and Tools

Page 9: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

10© 2011 SolidQ

Introducing Power ViewContinued

•A Power View report must be based on a deployed tabular BI Semantic Model

• PowerPivot workbook in a SharePoint library

• Tabular model hosted on a tabular instance of Analysis Services

•DAX Queries are used to query the model

•Ordinarily, the model needs to be optimized for the Power View experience

Page 10: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

11© 2011 SolidQ

Demonstration

Exploring Power View

Page 11: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

12© 2011 SolidQ

Exploring PowerPivot 2012

• PowerPivot empowers end users to create self-service BI solutions in Excel 2010

• Facilitates the sharing and collaboration of PowerPivot solutions in SharePoint Server 2010

• These capabilities are achieved by two add-ins:

• SQL Server PowerPivot for Excel Add-in

• SQL Server PowerPivot for SharePoint Add-in

• The Excel add-in is available for download from Microsoft at no cost

•New modeling and designer features, and new DAX functions that build upon the SQL Server 2008 R2 offering will be available in the next release

Page 12: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

13© 2011 SolidQ

New Modeling Features

•New features include:

• Diagram view

• Calculation area

• Active/inactive relationships

• Marking date tables and columns

• Sorting a column by a different column

• Multi-level hierarchies

• Binary columns (useful for images)

• DistinctCount measure aggregation

• Column and measure format properties

• Table, column and measure descriptions

• Key Performance Indicators

• Perspectives

• Reporting properties

Page 13: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

14© 2011 SolidQ

New Designer Features

• The new PowerPivot Window includes:

• Diagram View

• Calculation Area

• Advanced Mode

o Configure Perspectives

o Configure Reporting Properties

Page 14: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

15© 2011 SolidQ

New DAX Functions

• 41 new functions have been added to extend DAX’s usefulness:

• Filter functionso HASONEVALUE(), USERELATIONSHIP()

• Information functionso LOOKUPVALUE()

• Parent-child functionso PATH(), PATHITEM()

• Logical functionso SWITCH()

• Statistical functionso DISTINCTCOUNT(), RANKX(), TOPN(), and Standard Deviation

and Variance functions

Page 15: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

16© 2011 SolidQ

Demonstration

Creating a PowerPivot Workbook

1. Importing Data and Creating Relationships

2. Enhancing the Model Interface

3. Defining Measures and a KPI

4. Defining a Perspective

5. Analyzing the Model in the Excel Workbook

6. Publishing the Model

7. Optimizing the Model for Power View

Page 16: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

17© 2011 SolidQ

Resources

• SQL Server 2012 RC0

• http://microsoft.com/download

• TechEd North America 2011 – Session recordings

• DBI206: What's New in Microsoft SQL Server Code-Named "Denali" for SQL Server Analysis Services and PowerPivot

o http://channel9.msdn.com/Events/TechEd/NorthAmerica/2011/DBI206

• DBI208: Abundantly "Crescent": Demos Galore

o http://channel9.msdn.com/Events/TechEd/NorthAmerica/2011/DBI208

• PowerPivot Team Blog

• http://blogs.msdn.com/b/powerpivot

• TechNet: Power View Overview

• http://social.technet.microsoft.com/wiki/contents/articles/power-view-overview.aspx

Page 17: for Excel and Power View in SQL Server 2012 - PASSmelbourne.pass.org/Portals/207/20111212_Melbourne_Power...2011/12/12  · •BBus, MCITP (Dev, DBA, BI), MCT, MVP •14 years of experience

18© 2011 SolidQ

Thank you!