Configure Reporting Properties for Power View Reports
Applies To: SQL Server 2016
In this supplemental lesson, you will set reporting properties for the Adventure Works Internet Sales Model project. Reporting properties make it easier for end-users to select and display model data in Power View. You will also set properties to hide certain columns and tables, and create new data for use in charts.
After completing this lesson and re-deploying the model to a Analysis Services instance integrated with SharePoint and Reporting Services, you can create a data source, specify the data connection information, launch Power View, and design reports against the model.
This lesson does not describe how to create and use Power View reports. This lesson is meant to provide tabular model authors an introduction to those properties and settings that affect how model data will appear in Power View. To learn more about creating Power View reports, see Tutorial: Create a Sample Report in Power View.
Estimated time to complete this lesson: 30 minutes
This supplemental lesson is part of a tabular modeling tutorial, which should be completed in order. Before performing the tasks in this supplemental lesson, you should have completed all previous lessons.
In order to complete this particular supplemental lesson, you must also have the following:
The Adventure Works Internet Sales Model (completed through this tutorial) ready to be deployed or already deployed to an Analysis Services instance running in Tabular mode.
A SharePoint site integrated with SQL Server 2016 Analysis Services (SSAS) running in Tabular mode and SQL Server 2016 Reporting Services (SSRS), configured to support Power View reports.
You must have sufficient permissions to create a data connection on the SharePoint site that points to the Adventure Works Internet Sales Model.
When authoring a tabular model, there are certain properties that you can set on individual columns and tables to enhance the end-user reporting experience in Power View. In addition, you can create additional model data to support data visualization and other features specific to the reporting client. For the sample Adventure Works Internet Sales Model, here are some of the changes you will make:
Add new data – Adding new data in a calculated column by using a DAX formula creates date information in a format that is easier to display in charts.
Hide tables and columns that are not useful to the end user - The Hidden property controls whether tables and table columns are displayed in the reporting client. Items with that are hidden are still part of the model and remain available for queries and calculations.
Enable one-click tables – By default, no action occurs if an end-user clicks a table in the field list. To change this behavior so that a click on the table adds the table to the report, you will set Default Field Set on each column that you want to include in the table. This property is set on the table columns that end users will most likely want to use.
Set grouping where needed - The Keep Unique Rows property determines if the values in the column should be grouped by values in a different field, such as an identifier field. For columns that contain duplicate values such as Customer Name (for example, multiple customers named John Smith), it is important to group (keep unique rows) on the Row Identifier field in order to provide your end users with the correct results.
Set data types and data formats - By default, Power View applies rules based on column data type to determine whether the field can be used as a measure. Because each data visualization in Power View also has rules about where measures and non-measures can be placed, it is important to set the data type in the model, or override the default, to achieve the behavior you want for your end-user.
Set the Sort by Column property – The Sort By Column property specifies if the values in the column should be sorted by values in a different field. For example, on the Month Calendar column that contains the month name, sort by the column Month Number.
Because there is already a Product Category calculated column and Product Subcategory calculated column in the Product table, it is not necessary to have the Product Category and Product Subcategory tables visible to client applications.
In the model designer, right-click on the Product Category table (tab), and then click Hide from Client Tools.
Right-click on the Product Subcategory table (tab), and then click Hide from Client Tools.
Sometimes it may be necessary to create new data in your model by using DAX formulas. In this task, you will add two new calculated columns to the Date table. These new columns will provide date fields in a format convenient for use in charts.
In the Date table, scroll to the far right, and then click on Add Column.
Add two new calculated columns using the following formulas in the formula bar:
Column Name Formula Year Quarter =[Calendar Year] & " Q" & [Calendar Quarter] Year Month =[Calendar Year] & FORMAT([Month],"#00")
The Default Field Set is a predefined list of columns and measures for a table that are automatically added to the Power View report canvas when the table is clicked on in the report field list. Essentially, you can specify the default columns, measures, and field ordering users will want to see when this table is visualized in Power View reports. For the Internet Sales model, you will define a default field set and order for the Customer, Geography, and Product tables. Included are only those most common columns that users will want to see when analyzing Adventure Works Internet Sales data by using Power View reports.
For detailed information about Default Field Set, see Configure Default Field Set for Power View Reports (SSAS Tabular) in SQL Server Books Online.
In the model designer, click the Customer table (tab).
In the Properties window, under Reporting Properties, in the Default Field Set property, click Click to edit to open the Default Field Set dialog box.
In the Default Field Set dialog box, in the Fields in the table list box, press Ctrl, and select the following fields, and then click Add.
Birth Date, Customer Alternate Id, First Name, Last Name.
In the Default fields, in order window, use the Move Up and Move Down buttons to put the following order:
Customer Alternate Id
Click Ok to close the Default Field Set dialog box for the Customer table.
Perform these same steps for the Geography table, selecting the following fields and putting them in this order.
City, State Province Code, Country Region Code.
Finally, perform these same steps for the Product table, selecting the following fields and putting them in this order.
Product Alternate Id, Product Name.
By using Table Behavior properties, you can change the default behavior for different visualization types and grouping behavior for tables used in Power View reports. This allows better default placement of identifying information such as names, images, or titles in tile, card, and chart layouts.
For detailed information about Table Behavior properties, see Configure Table Behavior Properties for Power View Reports (SSAS Tabular) in SQL Server Books Online.
In the model designer, click the Customer table (tab).
In the Properties window, in the Table Behavior property, click Click to edit, to open the Table Behavior dialog box.
In the Table Behavior dialog box, in the Row Identifier dropdown list box, select the Customer Id column.
In the Keep Unique Rows list box, select First Name and Last Name.
This property setting specifies these columns provide values that should be treated as unique even if they are duplicates, for example, when two or more employees share the same name.
In the Default Label dropdown list box, select the Last Name column.
This property setting specifies this column provides a display name to represent row data.
Repeat these steps for the Geography table, selecting the Geography Id column as the Row Identifier, and the City column in the Keep Unique Rows list box. You do not need to set a Default Label for this table.
Repeat these steps, for the Product table, selecting the Product Id column as the Row Identifier, and the Product Name column in the Keep Unique Rows list box. For Default Label, select Product Alternate Id.
There are a number of basic column properties and specific reporting properties on columns you can set to improve the model reporting experience. For example, it may not be necessary for users to see every column in every table. Just as you hid the Product Category and Product Subcategory tables earlier, by using a column’s Hidden property, you can hide particular columns from a table that is otherwise shown. Other properties, such as Data Format and Sort by Column, can also affect how column data can appear in reports. You will set some of those on particular columns now. Other columns require no action, and are not shown below.
You will only set a few different column properties here, but there are many others. For more detailed information about column reporting properties, see Column Properties (SSAS Tabular) in SQL Server Books Online.
In the model designer, click the Customer table (tab).
Click on the Customer Id column to display the column properties in the Properties window.
In the Properties window, set the Hidden property to True. The Customer Id column then becomes greyed out in the model designer.
Repeat these steps, setting the following column and reporting properties for each table specified. Leave all other properties at their default settings.
Note: For all date columns, make sure Data Type is Date.
Column Property Value Geography Id Hidden True Birth Date Data Format Short Date
Because the Date table was selected as the models date table by using the Mark as Date Table setting, in Lesson 7: Mark as Date Table, and the Date column in the Date table as the column to be used as the unique identifier, the Row Identifier property for the Date column will automatically be set to True, and cannot be changed. When using time-intelligence functions in DAX formulas, you must specify a date table. In this model, you created a number of measures using time-intelligence functions to calculate sales data for various periods such as previous and current quarters, and also for use in KPIs. For more information about specifying a date table, see Specify Mark as Date Table for use with Time Intelligence (SSAS Tabular) in SQL Server Books Online.
Column Property Value Date Data Format Short Date Day Number of Week Hidden True Day Name Sort By Column Day Number of Week Day of Week Hidden True Day of Month Hidden True Day of Year Hidden True Month Name Sort By Column Month Month Hidden True Month Calendar Hidden True Fiscal Quarter Hidden True Fiscal Year Hidden True Fiscal Semester Hidden True
Column Property Value Geography Id Hidden True Sales Territory Id Hidden True
Column Property Value Product Id Hidden True Product Alternate Id Default Label True Product Subcategory Id Hidden True Product Start Date Data Format Short Date Product End Date Data Format Short Date
Column Property Value Product Id Hidden True Customer Id Hidden True Promotion Id Hidden True Currency Id Hidden True Sales Territory Id Hidden True Order Quantity Data Type
Order Date Data Format Short Date Due Date Data Format Short Date Ship Date Data Format Short Date
Because you have changed the model, you must re-deploy it. You will essentially repeat the tasks performed in Lesson 14: Deploy.
In SQL Server Data Tools, click the Build menu, and then click Deploy Adventure Works Internet Sales Model.
The Deploy dialog box appears and displays the deployment status of the metadata as well as each table included in the model.
You can now use Power View to visualize data from the model. Ensure the Analysis Services and Reporting Services accounts on the SharePoint site have read permissions to the Analysis Services instance where you deployed your model.
To create a Reporting Services report data source that points to your model, see Table Model Connection Type (SSRS).