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1 Index Symbo ls and Numerics ^ (caret), 188 : (colon), 85, (comma), 85 = (equal operator), 183, 188 > (greater than operator), 183 < (less than operator), 183 <> (not equal operator), 183 ; (semicolon), 85 (single quote), 181 [ ] square brackets, 188 _ (underscore), 175, 188 (vertical bar), 85 % (wildcard character), % Stacked Bar charts, 96 A Access database, Active Directory group login roles for SQL Server, 161 SSRS security, 244 Active Members Report, add-ins. See also specific add-ins by name Data Mining, 270 Power Map, 108 Power Pivot, 48 Power Query, 130 Power View, addresses, street geocoding alerts, latitude/longitude versus, 109 ad-hoc filters, 325 administrative account for SQL Server, 161 Advanced Editor, Power Query, 137 aggregation functions OLAP cubes, 251 SQL, 184 Amazon Redshift, 332 Amazon Web Services, 332 analysis layers, PivotTable, Analysis Services, Microsoft connecting Data Mining Add-In to, cube functions and, 259 overview, 249 PerformancePoint connections, 311 Analytic Grid report, analytics changing needs for, 1 transparency, 9 Analyze Key Influencers tool, ancestor, OLAP cube dimension, 252 Android, 342, 344 animation, Power Map tour scenes, 127 annotations Excel Services limitations, 295 Power Map, 124 API (application programming interface), 295 Apple mobile devices, 342 Apple Safari, 343, 344 application programming interface (API), 295 Atom files, 88 attributes, authentication SQL Server Authentication, 216 in SSRS, 232 Windows Authentication, 216, 302 authoring PerformancePoint dashboards creating, creating links, 321 interaction in, navigating, 326 overview, 309 publishing, automatically refreshing data Power Pivot, Power Query, Average function, 29 Avg() SQL function, 184 AXIS drop zone, B backing up SQL Server databases, Between operator Active Members Report, 212 overview, 183 BI (business intelligence), 1 COPYRIGHTED MATERIAL 347

2 348 Index big data Amazon Redshift, 332 Cloudera Impala, connecting to, connection, defining, connection, modifying, Facebook Presto SQL, 334 Google BigQuery, Hortonworks Hive, 332 IBM Big SQL, 333 importing data, MapReduce, 333 overview, 331 Power Query data sources, 143 BigInsights, 333 Bing maps geocoding alerts, 111 Power Map, 107, 110 Power View maps, 102 blank cells, count versus sum of, 30 Bubble visualization, business intelligence (BI), 1 C CALCULATE function, 66 calculated columns creating, formatting, 60 hiding/showing, overview, referencing in formulas, 60 using DAX, building columns, using DAX, overview, 61 using DAX, viewing available functions, visibility of, 58 calculated fields, calculated measures managing, 266 in OLAP cube-based PivotTable, calculated members, camel case, 175 canvas area, Power View, 94 caret ( ^ ), 188 Cartesian product, 190 Case expression, 187 Catch statement, Ceiling function, 205 cells, defined, 326 charts on maps, supplying data being shown, 248 charts, Power View automatic response to changes, 101 AXIS drop zone, converting to panel of, 99 creating, 96 drill-down, filtering, 96 HORIZONTAL MULTIPLE drop zone, 99 LEGEND drop zone, 98 slicing, 96 sorting, 96 VERTICAL MULTIPLE drop zone, 99 child, OLAP cube dimension, 252 cinematic video tours. See video tours, Power Map clipboard, loading data from, cloud computing Amazon Redshift, 332 Amazon Web Services, 332 Cloudera Impala, Facebook Presto SQL, 334 firewalls and, 336 Google BigQuery, Hortonworks Hive, 332 IBM Big SQL, 333 MapReduce, 333 Cloudera Impala, Clustered Bar charts, 96 clustered index, 209 Clustering algorithm, 278 colon ( : ), 85 COLOR drop zone, Power View maps, 104 column separator, 85 Column visualization, columns adjusting width on imported data, 219 Power Pivot, performance, 303 Power Pivot, renaming, 59 Power Query, actions on, Power Query, custom, 133 Columns area, PivotTables, 21 comma (, ), 85 Compact Form layout, 27 companion Web site, 4 compatibility mode, confidence rating, Goal Seek Scenario tool, 281, 282 connections big data, , database connection string, dynamic database connections, PerformancePoint, Power Query, contemporary view, 343

3 Index 349 correlated subqueries, costs, Prediction Calculator tool, Count function, 29 Count Nums function, 29 Count() SQL function, 184 credentials logging into SQL Server, 71, 216 Power Pivot Gallery, 302 SSRS subscriptions, 245 cross join, 190 cross-filtering, 304, 306 cube formulas, 260 cube functions, cubes, OLAP connecting to, defined, dimensions, defined, 251 dimensions, parts of, hierarchies, measures, 251 offline, PerformancePoint connections, 311 PivotTable on, calculated measures, PivotTable on, calculated members, PivotTable on, managing calculations, 266 PivotTable on, overview, 256 PivotTable on, what-if analysis, Cumulative Amount Report, 213 Cumulative Misclassification Cost for Various Score Thresholds section, 286 D Daily Active Member Report, 212 Dashboard Designer, PerformancePoint, dashboarding versus reporting, 231 dashboards (PerformancePoint) creating, filters, ad-hoc, 325 filters, default, 324 filters, ignoring, 324 filters, multi-select, 325 filters, searching with, 324 filters, using, interaction in, launching designer, links in, 321 navigating, 326 overview, 309 publishing, overview, 320 publishing, to SharePoint, 322 dashboards (Power View) charts in, creating, maps in, themes for, Data Analysis Expression. See DAX data design concepts data model, 171 data size, 171 dividing data, full reload requirements, logging, 200 moving data in one direction, 197 organization, 196 overview, 195 planning for growth, separating data from presentation, 9 10 validation, 200 Data Mining Add-In activating, 270 Analyze Key Influencers tool, 271, connecting to Analysis Services, Detect Categories tool, 271, downloading, 269 Fill From Example tool, 271, Forecast tool, 271, Highlight Exceptions tool, 271, overview, 269 Prediction Calculator tool, 271, Scenario Analysis tool, 271, Shopping Basket Analysis tool, 271, data model database design considerations, 171 Power Pivot performance, 303 Data Model, internal capacity of, 48 external data in, external data versus linked tables, 82 importing tables versus views, 73 multiple sources for, 226 Power Query output, 137 Power View and, 93 Data Model, PivotTable creating, creating relationships, overview, 42 using in PivotTable, Data Model, Power Pivot adding tables to, creating relationships, Excel connections versus, 230 overview, preparing tables for, Data View, Power Pivot, 55

4 350 Index database design considerations, data and, data model, 171 data size, 171 dividing data, full reload requirements, logging, 200 moving data in one direction, 197 organization, 196 overview, planning for growth, reports and, 13 tables, validation, 200 databases. See also external data; SQL Server connection string for, defined, dynamic connections to, fields, granting access to objects, 163, importance of using, 7 PerformancePoint connections, 311 Power Query data sources, 143 queries, 12 records, scalability, 8 9 separation of data and presentation, 9 10 SQL Server, connecting to, 160 SQL Server, creating, SQL Server, maintenance, SQL Server, overview, tables, 11 transparency, 9 values, datasheet, 11 DateDiff function, 205 dates, Timeline slicer and, 40 DAX (Data Analysis Expression) additional resources, 67 calculated columns, building, calculated columns, overview, 61 calculated columns, viewing available functions, Excel functions versus, 62 Db_datareader role, 164 Db_datawriter role, 164 Db_owner role, 164 Dbcreator role, 162 decimal, forcing output of in SQL, 205 Delete permission, 167 Delete statement, 193 deleting indexes, 210 Power Map tours, 125 Power Query queries, 139 query steps, 136 delimiter, 85 delivery stage, , descendant, OLAP cube dimension, 252 design concepts, data data model, 171 data size, 171 dividing data, full reload requirements, logging, 200 moving data in one direction, 197 organization, 196 overview, 195 planning for growth, validation, 200 Design tab, PerformancePoint, 319 Detect Categories tool, 271, Developer tab, 223 Diagram View, Power Pivot moving tables in, 54 overview, 53 dimensions, OLAP cube defined, 251 disk space and, 257 parts of, Distinct keyword, dividing data, downloading Data Mining Add-In, 269 Power Query, 130 drill-down, Power View charts, dropping indexes, 210 duplicating Power Map tours, 125 Power Query queries, 139 dynamic database connections, dynamic filtering in SSRS, 232 E Edit Table Properties dialog box, 75 , SSRS subscription options, 247 equal operator ( = ), 183, 188 error handling in SQL scripts, ETL (extract, transform, and load) Power Query and, 130 SSIS, 177 Excel, Microsoft maximum worksheet size, 8 performance issues, 8 Power Pivot connections versus Excel connections, 230 Power Pivot in, 47 Timeline slicer and, 40

5 Index 351 Excel Calculation Services, 294 Excel Services limitations of, 295 publishing permission, 296 for SharePoint, Excel Web Access, 295 Excel Web Services, 295 Exception List Report, 214 exporting data from SQL Server, Extensible Markup Language (XML), 88 external data customizable properties for, 219 Data Model using, dynamic connections for, exporting from SQL Server, importing, from SQL Server, importing, into SQL Server, linked tables versus, 82 in Power Map, in Power Pivot, calling stored procedures, in Power Pivot, loading into, 69 refreshing data, 84 running SQL statements, running stored procedures, extraction stage, , F Facebook Power Query data sources, 143 Presto SQL, 334 false negatives, 282, 285 false positives, 285 fields database, PivotTable, adding, PivotTable, renaming, FIELDS drop zone, 94 Fill From Example tool, 271, Filter fields, filter pane, Power View, 94 filtering cross-filtering, 304, 306 importing tables into Power Pivot, PivotTables, 21 Power View charts, 96 preserving on imported data, 219 filters, PerformancePoint ad-hoc, 325 default, 324 ignoring, 324 multi-select, 325 overview, searching with, 324 using, firewalls, 336 flat files, 81 flattening maps, 113 Forecast tool, 271, foreign key for tables, FORMAT function, 64 formatting PivotTable numbers, 29 Power Pivot calculated columns, 60 Power Query columns, 134 preserving on imported data, 219 reports best practices, 248 slicers, From clause, 189 full join, 183 functions, DAX versus Excel, 62 functions, Power Query combining Excel files into table example, creating, overview, 145 using, fx button, 61 G garbage in = garbage out concept, 278 geocoding alerts, geography level, global filter, 319 Goal Seek Scenario tool, Google BigQuery, greater than operator ( > ), 183 Group By clause overview, 184 Top Performers Report, group login roles for SQL Server, 161 growth of data, planning for, H Hadoop big data services, 332, 333 Power Query data sources, 143 Having clause, 184 header loading data from text files, 85 for slicers, 38 Heat Map visualization,

6 352 Index hiding/showing calculated columns, PivotTables, data items, PivotTables, items without data, Highlight Exceptions tool, 271, HORIZONTAL MULTIPLE drop zone, 99 Hortonworks Hive, 332 HTML5 (Hypertext Markup Language 5), 344 hyperlink icon, 52 I IBM Big SQL, 333 Impala, importing data from big data, into SQL Server, from SQL Server, incremental updates, 198, 205 indexes, table clustered, 209 creating, dropping, 210 full data reload and, 199 importance of, 199 nonclustered, 209 OLAP databases, 250 performance and, 208 unique, 209 inner join defined, uses for, 191 Insert Function button, 61 Insert permission, 167 Insert statement overview, Temp DB and, 211 internal Data Model. See Data Model, internal Internet Explorer, 343, 344 ipad, 342, 343, 344 iphone, 342 Is Null clause, 172 J Java Database Connectivity (JDBC), 334 joins on character-based columns, 172 cross, 190 inner, 191 null values and, 172 overview, in Power Pivot, 54 self, K Keep Alive setting, 336 key fields for tables, 17 L latitude/longitude accuracy of, 112 addresses versus, 109 layers for Power Map visualizations, left join, 183 LEGEND drop zone, 98 legends, Power Map, 125 less than operator ( < ), 183 level, OLAP cube dimension, 252 libraries, SharePoint, 298 Like operator, limitations, Excel OLAP PivotTables, 256 scalability, 8 9 separation of data and presentation, 9 10 SharePoint, 295 transparency, 9 limitations, PerformancePoint, 308 linked tables versus external data, 82 links, PerformancePoint dashboard, 321 logging data design concepts, 200 SQL Server files, 168 logins roles for, 161 SQL Server credentials, 71, 216 longitude/latitude accuracy of, 112 addresses versus, 109 M M language, 135, 137 macros Excel Services limitations, 295 updating data using, 218 maintenance shared datasets and, 240 SharePoint advantages, 294 SQL Server databases, MapReduce, 333 maps, Power Map, 113 maps, Power View additional layers of analysis, 104 COLOR drop zone, 104 creating, customizing, 103 zooming in and out, 103

7 Index 353 matrix reports, SSRS, 236 Max function, 29 Max() SQL function, 184 MDX (multidimensional expressions) overview, 261 testing, 262 measures, OLAP cube, 251 Member Selection filter, members, 322 merging Power Query queries, 140 metadata, including in reports, 248 metrics, dividing data, Microsoft Analysis Services. See Analysis Services, Microsoft Microsoft Clustering algorithm, 278 Microsoft Excel. See Excel, Microsoft Microsoft Internet Explorer, 343, 344 Microsoft Naïve Bayes algorithm, 272 Microsoft SQL Azure, 88 Microsoft SQL Parallel Data Warehouse. See SQL Parallel Data Warehouse Microsoft Time Series algorithm, 276 Microsoft Visual Studio, 232 Microsoft Windows 8/8.1, 342, 343, 344 Min function, 29 Min() SQL function, 184 misclassification costs, 284 mobile BI browser-based deployment, 343 considerations for, 342 contemporary view, 343 device support, 342 native apps, 343 Office 365, 343 overview, 341 SharePoint, SSRS, 344 Mobile Browser View feature, 345 MONTH function, 64 months, sorting in Power Pivot, 65 multidimensional expressions. See MDX multi-select filters, 325 MySQL, N naming conventions, 175 native mode, 344 nonclustered index, 209 not equal operator ( <> ), 183 null values in SQL Server, 172 numbers coded as text upon import, 86 formatting in PivotTables, 29 naming conventions, 175 in SQL, 181 O Object Explorer, SQL Server Management Studio, 159 OData Web services, 88 ODBC (Open Database Connectivity), 334 Office 365 mobile BI, 343 Power Pivot Gallery and, 299 SharePoint and, 296 OfficeArt, 295 offline cubes, OLAP (online analytical processing) Analysis Services and, 249 Data Model and, 42 overview, publishing changes to, 267 OLAP cubes connecting to, cube formulas, 260 cube functions, defined, dimensions, defined, 251 dimensions, parts of, hierarchies, measures, 251 offline, PerformancePoint connections, 311 PivotTable on, calculated measures, PivotTable on, calculated members, PivotTable on, managing calculations, 266 PivotTable on, overview, 256 PivotTable on, what-if analysis, OLTP (online transaction processing), 250 On keyword, 183 one to many joins, 54 online analytical processing. See OLAP online transaction processing (OLTP), 250 Open Database Connectivity (ODBC), 334 Operational Calculator output, 283 operators, Where clause, 183 Oracle database, Order By clause, , 191 organization of data, 196 outlier values, 279 Outline Form layout, 27 Over clause, P package files, 180 panning in Power Map, 114 parent, OLAP cube dimension, 252 Partition By clause, 191 passwords, saving in workbook, 218

8 354 Index Pattern Report, 276 performance complex queries, 211 dividing data, 197 full data reload, 199 importing tables into Power Pivot, 73 indexes and, 208 multiple table updates, 211 Power Pivot, avoiding slicers, Power Pivot, calculations on database, 304 Power Pivot, limiting columns and rows, 303 Power Pivot, non-distinct values, 304 Power Pivot, overview, 302 Power Pivot, relationships, shared datasets for SSRS, 240 Temp DB and, 211 worksheet issues, 8 PerformancePoint adding data connection, advantages of, 308 Analytic Grid report, content types, launching Dashboard Designer, limitations of, 308 Member Selection filter, overview, 307 reports, PerformancePoint dashboards creating, creating links, 321 interaction in, navigating, 326 overview, 309 publishing, PerformancePoint filters ad-hoc, 325 default, 324 ignoring, 324 multi-select, 325 overview, searching with, 324 using, pitch, in Power Map, 114 pivot caches, 8 PivotTable Data Model creating, creating relationships, overview, 42 using, PivotTable slicers color, 38 controlling multiple tables, creating, header for, 38 number of columns, 38 overview, placement of, size, sorting, 38 Timeline, PivotTables adding analysis layers, adding fields, changing layout, 27 changing view, 26 Columns area, 21 creating, Filter fields, Filters area, 21 formatting numbers, 29 formatting Power Pivot columns and, 60 hiding/showing, data items, hiding/showing, items without data, overview, refreshing data, renaming fields, Rows area, sorting, 35 summary calculations, suppressing subtotals, Values area, 20 PivotTables, OLAP cube-based calculated measures, calculated members, connecting to, limitations of, 256 managing calculations, 266 what-if analysis, PivotTables, Power Pivot-driven creating, limitations of, 56 month sorting in, 65 playing Power Map tours, 128 PostgreSQL, 334 Power BI, 343 Power Map activating, 108 annotations, 124 charts, geocoding alerts, geography level, legends, 125 loading data into, navigating maps, overview, 107 resetting view, 114 text boxes, 124 themes for, 125

9 Index 355 Power Map tours capturing screenshots, 128 deleting, 125 duplicating, 125 overview, 125 playing, 128 scenes, sharing, 128 Power Map visualizations Bubble, categories, 119 Column, Heat Map, layers, overview, Region, 117, 119 time-based, Power Pivot activating, 48 calculated fields, calling stored procedures from, creating PivotTable from, Data View, 55 Diagram View, editing data, 52 editing data connection, Excel connections versus, 230 importing tables versus views, 73 joins, 54 loading data, external, 88 loading data, from Access database, loading data, from clipboard, loading data, from external Excel files, loading data, from relational databases, loading data, from SQL Server, loading data, from text files, month sorting in, 65 numbers coded as text, 86 overview, 47 publishing to SharePoint, refreshing data, renaming columns, 59 Ribbon interface, Power Pivot calculated columns creating, formatting, 60 hiding/showing, overview, referencing in formulas, 60 using DAX, building columns, using DAX, overview, 61 using DAX, viewing available functions, visibility of, 58 Power Pivot Data Model adding tables to, creating relationships, overview, preparing tables for, Power Pivot Gallery, Power Pivot performance avoiding slicers, calculations on database, 304 limiting columns and rows, 303 non-distinct values, 304 overview, 302 relationships, using external data, 73 Power Query activating, 130 column-level actions, connection types, data source settings, 145 downloading, 130 managing queries, outputting results, overview, 129 query steps, Advanced Editor, 137 query steps, defined, 135 query steps, managing, 136 refreshing data, renaming columns, 133 searching for data, table-level actions, transforming search data, Power Query functions combining Excel files into table example, creating, overview, 145 using, power users, 1 Power View activating, requirements, 94 Power View charts automatic response to changes, 101 AXIS drop zone, converting to panel of, 99 creating, 96 drill-down, filtering, 96 HORIZONTAL MULTIPLE drop zone, 99 LEGEND drop zone, 98 slicing, 96 sorting, 96 VERTICAL MULTIPLE drop zone, 99

10 356 Index Power View dashboards charts in, creating, maps in, themes for, Power View maps additional layers of analysis, 104 COLOR drop zone, 104 creating, customizing, 103 zooming in and out, 103 Prediction Calculator tool cost input, Cumulative Misclassification Cost for Various Score Thresholds section, 286 data table, defined, 271 false negatives, 282, 285 false positives, 285 overview, Profit for Various Score Thresholds section, 286 profit input, Score Breakdown section, 285 true negatives, 285 true positives, 285 preparing data full reload requirements, logging, 200 moving data in one direction, 197 organization, 196 planning for growth, SQL scripts for, stages of, 196 validation, 200 presentation, separating from data, 9 10 preventing Refresh All, 90 Preview & Filter screen, 73 74, 83 primary key Data Model relationships, 45 for tables, validating with Distinct keyword, 185 Printer-Ready Calculator output, 283 Product function, 29 product sales analysis, Profit for Various Score Thresholds section, 286 profits, Prediction Calculator tool, Public role, 162 publishing to SharePoint Power Pivot Gallery, workbooks, Q quarters, yearly, 40 queries, defined, 12 Query Editor, 149 query steps, Power Query Advanced Editor, 137 defined, 135 deleting, 136 managing, 136 renaming, 136 Query window, SQL Server Management Studio, 159 R RAM (random access memory), 8 ranges, converting to tables, ranking in SQL, 191 records, defined, recovery, backup, 170 Recycle bin for SharePoint, 294 Redshift, 332 refreshing data Power Pivot Gallery, 300 preserving filtering on, 219 preserving formatting on, 219 preserving sorting on, 219 using macro, 218 refreshing Power Pivot data automatic, clipboard data and, 87 loading external data, 84 manually, 89 overview, 89 preventing Refresh All, 90 refreshing Power Query data automatically, manually, 138 Region visualization, 117, 119 Related Lookup Column, 56 relationships database design considerations, 172 dividing data, importing tables versus views, 73 OLAP databases, 250 overview, 17 PivotTables, Power Pivot, Power Pivot performance and, reliability and validation, 200 renaming PivotTable fields, Power Pivot columns, 59

11 Index 357 Power Query columns, 133 query steps, 136 Report data source, 88 Reporting Services. See SSRS reporting versus dashboarding, 231 reports Active Members, Analytic Grid, Cumulative Amount, 213 data design concepts, 13 Exception List, 214 Pattern Report, 276 PerformancePoint, , Top Performers, reports, SSRS accessing in portal, best practices, 248 creating, deploying, layouts for, 236 security, shared data source, shared dataset, subscriptions, right join, 183 rounding, forcing in SQL, 205 rows including row numbers in imported data, 219 PivotTables, Power Pivot performance, 303 worksheet maximum, 8 S sa login, 161 Safari, 343, 344 scalability, 8 9 Scenario Analysis tool defined, 271 Goal Seek Scenario tool, overview, 279 What-If Scenario tool, scenes, Power Map tour configuring, overview, 126 scheduling Power Pivot Gallery data refresh, 300 SSRS subscriptions, 247 Score Breakdown section, Prediction Calculator tool, 285 screenshots, Power Map tours, 128 scripts, SQL Active Members Report, Cumulative Amount Report, 213 data extraction, error handling, Exception List Report, 214 fully loading data, 206 incremental updates, 205 overview, preparing data, stored procedures, Top Performers Report, searching PerformancePoint filters, 324 Power Query data, Secure Store Service (SSS), 302 security SharePoint, 294 SSRS, security, SQL Server database access, database object access, login roles, 161 server access, server roles, Select permission, 167 Select statement overview, 181 using with Insert statement, self join, , 212 self-service BI, 1 semicolon ( ; ), 85 server component, SSRS, 232 server roles, SQL Server, shared data source, shared dataset, SharePoint advantages of, 294 contemporary view, 343 Excel Services and, libraries in, 298 mobile BI, Office 365 and, 296 overview, Power Query data sources, 143 publishing to, PerformancePoint dashboards, 322 publishing to, Power Pivot Gallery, publishing to, workbooks, SharePoint performance avoiding slicers, calculations on database, 304 limiting columns and rows, 303 non-distinct values, 304 overview, 302 relationships,

12 358 Index sharing Power Map tours, 128 Power Query queries, 140 Shopping Basket Analysis tool, 271, showing/hiding calculated columns, PivotTables, data items, PivotTables, items without data, Silverlight Power View and, 94 SSRS and, 232 simplicity of reports, 248 single quote ( ), 181 slicers Power Pivot performance, Power View charts, 96 slicers, PivotTable color, 38 controlling multiple tables, creating, header for, 38 number of columns, 38 overview, placement of, size, sorting, 38 Timeline slicer, SmartArt, 295 snowflake schema, 303 sorting PivotTables, 35 Power Query columns, 134 Power View charts, 96 preserving on imported data, 219 slicers, 38 space character, as delimiter, 85 SQL (Standard Query Language) aggregation functions, 184 big data, 331 Case expression, 187 From clause, 182 Delete statement, 193 Distinct keyword, Group By clause, 184 Having clause, 184 Insert statement, joins, cross, 190 joins, inner, 191 joins, overview, joins, self, On keyword, 183 Like operator, operators, 183 Order By clause, , 191 Over clause, overview, 181 Partition By clause, 191 running from Power Pivot, running on external data, Select statement, 181 SQL Server and, 159 subqueries, Top expression, 186 Union operator, 187 Update statement, 193 Where clause, SQL Azure, Microsoft, 88 SQL Parallel Data Warehouse, 88 SQL scripts Active Members Report, Cumulative Amount Report, 213 data extraction, error handling, Exception List Report, 214 fully loading data, 206 incremental updates, 205 overview, preparing data, stored procedures, Top Performers Report, SQL Server. See also databases; stored procedures backup files, 168 components of, 157 connecting to database service, 160 data files, 168 exporting data, importing data, loading data into Power Pivot, log files, 168 login credentials, 71 naming conventions, 175 null values in, 172 SQL Server Management Studio, SQL Server Relational Database Engine service, 158 SSRS and, 231 SSRS reports, creating, stored procedures, Temp DB, 168 SQL Server Agent Jobs, 207 SQL Server Analysis Services (SSAS), 48 SQL Server Authentication, 216 SQL Server Business Intelligence Development Studio, 232 SQL Server databases creating, design considerations, maintenance, overview, SQL Server Integration Services (SSIS), 177

13 Index 359 SQL Server Management Studio, SQL Server Relational Database Engine service, 158 SQL Server Reporting Services. See SSRS SQL Server security database access, database object access, login roles, 161 server access, server roles, SQL Server tables creating, defined, 11 designing, indexes, 199 keeping narrow, 199 key fields, multiple updates to, 211 overview, relationships between, 17 using multiple, 16 views versus, 73 SQL Server views creating, overview, tables versus, 73 square brackets [ ], 188 SSAS (SQL Server Analysis Services), 48 SSIS (SQL Server Integration Services), 177 SSRS (SQL Server Reporting Services) accessing reports in portal, best practices, 248 components of, creating report, deploying reports, export formats, 232 loading data into Power Pivot, 88 mobile BI, 344 native mode, 344 overview, security, shared data source, shared dataset, SQL Server and, 231 subscriptions, SSS (Secure Store Service), 302 Stacked Bar charts, 96 stages for data preparation, Standard Query Language. See SQL star schema, 303 StdDev function, 29 StdDevP function, 29 stored procedures calling from Power Pivot, running on external data, shared datasets, 241 SQL scripts as, subqueries, SQL in From clause, 189 correlated, subscriptions, SSRS, subtotals, suppressing in PivotTables, Sum function DAX function, 62 PivotTable calculations, 29 SQL function, 184 Surface Pro 2, 342 Sysadmin role, 162 T tab character, as delimiter, 85 Table Analysis Tools Analyze Key Influencers tool, 271, Detect Categories tool, 271, Fill From Example tool, 271, Forecast tool, 271, Highlight Exceptions tool, 271, overview, 271 Prediction Calculator tool, 271, Scenario Analysis tool, 271, Shopping Basket Analysis tool, 271, Table Import Wizard loading Access database, loading data from relational databases, loading SQL Server table, tables combining Excel files into single, Power Query, actions on, tables, database creating, defined, 11 designing, indexes, 199 keeping narrow, 199 key fields, multiple updates to, 211 overview, relationships between, 17 using multiple, 16 views versus, 73 Tablular Form layout, 27 tabular reports, SSRS, 236 target values, Goal Seek Scenario tool, 280 TargetDatasetFolder, 242 TargetDataSourceFolder, 242 TargetReportFolder, 242 TargetServerURL, 242

14 360 Index TCP/IP Keep Alive setting, 336 Temp database overview, 168 performance and, 211 text, numbers coded as, 86 text boxes, Power Map, 124 text files loading data into Power Pivot, Power Query data sources, 143 themes Power Map, 125 Power View dashboards, ThisWorkbookDataModel connection, 43 Time dimension, Power Map visualizations, 120 Time Series algorithm, 276 time-based visualizations, Power Map, Timeline slicer, Top expression, 186 Top Performers Report, tours, Power Map capturing screenshots, 128 deleting, 125 duplicating, 125 overview, 125 playing, 128 scenes, configuring, scenes, overview, 126 sharing, 128 transforming search data for Power Query, transitions for Power Map tour scenes, 127 true negatives, 285 true positives, 285 Try/Catch statements, Type II dimension, 191 U underscore ( _ ), 175, 188 Union operator overview, 187 Temp DB and, 211 unique index, 209 unique values Related Lookup Column, 56 validating with Distinct keyword, 185 Update permission, 167 Update statement, 193 updating data using macro, 218 V validation data design concepts, 200 Excel Services limitations, 295 values, defined, Values area, PivotTables, 20 Var function, 30 VarP function, 30 VBA (Visual Basic for Applications) creating dynamic connections using, Excel Services limitations, 295 versioning in SharePoint, 294 vertical bar ( ), 85 VERTICAL MULTIPLE drop zone, 99 video tours, Power Map capturing screenshots, 128 deleting, 125 duplicating, 125 overview, 125 playing, 128 scenes, configuring, sharing, 128 views, database creating, overview, tables versus, 73 views, PivotTable, 26 Visual Basic for Applications. See VBA visualizations, Power Map Bubble, categories, 119 Column, Heat Map, layers, overview, Region, 117, 119 time-based, vlookup function, 53 W Web portal, SSRS accessing reports, overview, 233 security, what-if analysis, What-If Scenario tool,

15 Index 361 Where clause, wildcard characters for Like operator, Windows 8/8.1, 342, 343, 344 Windows Authentication, 216, 302 Windows Azure Marketplace, 88 Windows Phone, 342, 344 Windows Surface, 344 WordArt, 295 workbooks publishing to SharePoint, saving passwords in, 218 worksheet performance, 8 X XML (Extensible Markup Language), 88 Y YEAR function, 63 Z zip codes, 101 zooming in and out Power Map, 114 Power View maps, 103

16 362 Index

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