Wednesday, March 16, 2016

Excel BI VC presents Dustin Ryan: New Features of Power BI

Next Meeting

Thu, Mar 24 2016 12:00 Central Daylight Time

Dustin Ryan presents What's New in Power BI



Between the weekly and monthly updates to Power BI, its tough to stay caught up with the latest updates and improvements with Microsoft's newest business intelligence tool. In this session, we'll take a look at the latest improvements to Power BI and how you and your organization can begin using these new capabilities now.

Dustin Ryan is a senior BI consultant and trainer with Pragmatic Works in Jacksonville, FL. Dustin specializes in delivering quality enterprise-level business intelligence solutions to clients using SSRS, SSIS, SSAS, SharePoint, and Power BI. Dustin has authored and contributed to SQL Server books. You can find Dustin speaking at events such as SQLSaturday, Code Camp, and online webinars.

Analysis Services: Solving Hierarchy Errors of Uniqueness

Multidimensional Cubes provide speed when it comes to retrieving aggregations that are important to business decisions. Being able to slice or group the measures by dimension attributes helps with a quick analysis and flexible/interactive reporting. Configuring these attributes as hierarchies has some details that are not at first obvious. The error message when these problems exist is not extremely helpful for someone new to cubes.

Let’s look at creating a Date hierarchy with Year, Quarter, Month and Day. Our cube already has measures created from a sales fact table and the dimension for date has been created without any hierarchies.


Figure 1: Attribute List for Date Dimension

The measures can be displayed in a Pivot Table in Excel. Figure 2 below shows the Sales amount sliced by Sales Territory and Year/Quarter/Month.


Figure 2: Pivot Table in Excel

Figure 2 show the Year, Quarter and Month as Rows while the Sales Territory is used as columns with Internet Sales used for Values in the Pivot Table. Users will get frustrated when they have to pick one attribute at a time when logically the hierarchy is known.

To create this hierarchy, you need to edit the date dimension in the cube.


Figure 3: Edit Date Dimension in SQL Server Data Tools

To create a hierarchy, you can drag and drop the first or top level of the hierarchy from the Attributes pane into the hierarchies’ pane. We will do this with Year at the top level.


Figure 4: Drag Year to Create New Hierarchy

To finish this hierarchy, drag the Quarter under the Year followed by the Month and Dates attributes. To complete the Hierarchy, right-click on the name Hierarchy, and select Rename. We renamed the hierarchy to Y-Q-M-D.


Figure 5: Y-Q-M-D Hierarchy Created

We can deploy this project and preview in Excel to see the effects.


Figure 6: Preview Hierarchy Y-Q-M-D in Excel

So, what is the problem at this point? Well, for performance reasons, there is a blue line under the hierarchy name in the Cube project. The message tells use to create an attribute relationship for the hierarchy. This is done by editing the date dimension using the Attribute Relationship tab.


Figure 7: Attribute Relationship Does Not Exist.

Y-Q-M-D is a natural hierarchy because a Day is in a Month that is in a Quarter that is in a Year. So, we should be able to show that in the Attribute Relationship for this Hierarchy. You can drag and drop Quarter on Year, then drag and drop Month on Quarter to accomplish this. Dates is the root attribute or key to the dimension.

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Figures 8 & 9: Before and After Y-Q-M-D Hierarchy

Now, when we deploy, we get an error. The error message with the red circle and white x does not tell us the problem. The problem is in the last warning indicating that Quarter has duplicates for value 4. In order for attribute relationship to exist, the values in each have to be unique across all occurrences. The Quarter 4 (as well as 3, 2 and 1) are duplicated for every year we have in the data dimension table.


Figure 10: Deployment Failed

There are a couple of solutions for this problem, but we are only going to look at one. We are going to use multiple columns in the KeyColumn property of the Quarter and Month to create uniqueness. Then, we have to add a column to the NameColumn property in order to have something display for the multi-column KeyColumn property.


Figure 11: Changing the KeyColumn of Attribute Quarter

To do this, you have to highlight the Quarter attribute in the Attributes’ pane, then go to the properties. Find the KeyColumn and click on the ellipse. When prompted, add CalendarYear to the Key Columns list and move the Year above the Quarter (Figure 11). Do the same thing for Month, add CalendarYear to the KeyColumn.


Figure 12: NameColumn for Month Attribute

The NameColumn needs to be change from nothing to CalendarQuarter for Quarter attribute and EnglishMonthName for Month attribute (Figure 12). Re-deploy the project and the error should no longer exist and we get a Deployment Competed Successfully.


Figure 13: Deployment Completed Successfully

The use of an Attribute Relationship for natural hierarchies greatly improves the processing and retrieval of data from the cube. This also assists the aggregation builder for indexing the combination of dimension attributes needed for analysis. In the end, the cube can retrieve the aggregation from the month to get quarter or quarter values to get the year which saved retrieving details to aggregate up the hierarchy.